Tips

How to Open Admin Center Right From eWay-CRM for Microsoft 365

DID YOU KNOW...

...that you can open the Admin Center directly from eWay-CRM for Microsoft 365? In the eWay-CRM Admin Center, you can manage accounts and user permissions, customize your system, or upgrade to a newer version.

If you use the web or mobile version of Outlook together with eWay-CRM for Microsoft 365, the Admin Center is easy to access. See how to do it:

  1. Open a Journal or other item in eWay-CRM from which you want to print notes.
  2. Click in the Note text box to display the menu at the bottom of the box.
  3. Click the Print Preview button.
  4. A print preview will appear in a new window. Click the Print button and you're done.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
10. 1. 2023
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

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