Tips

How to Open Documents and E-mails in Different Ways

DID YOU KNOW...

That in eWay-CRM you can open documents and e-mails in different ways? Just do the following.

  1. Right click on a document or e-mail and select Open.
  2. The item will open for example in Word. If it is a document or Excel sheet you can make changes and save them by clicking on Save to eWay-CRM. You will always have the updated document in eWay-CRM.
  3. Right click on a document or e-mail and select Open in eWay-CRM.
  4. The item detail will open in eWay-CRM where you can for example update the information about the item such as a note.
  5. You can open the item easily by double click. Due to Open File instead of opening a document/e-mail dialog by double click in lists, you can double click to open a document or item detail in eWay-CRM.

 

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
27. 6. 2022
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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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