Tips

How to Make Relation Field to Any Module

DIDI YOU KNOW...

...That in eWay-CRM you can easily make a relation field to any module? Just do the following:

  1. Click on Administration Center in the ribbon in eWay-CRM.
  2. Go to Custom Fields and select a module (here the contact) where you want to make a relation field.
  3. Click on Add a Field.
  4. Name the field and select Relation type.
  5. At the bottom Related Table appears where you can select from all the modules.
  6. As soon as you make the field and your eWay-CRM is synchronized the field appears in the contact in Custom Fields.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
1. 12. 2020
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