How to Open Documents and E-mails in Different WaysTips
Published 27. 6. 2022
DID YOU KNOW...
That in eWay-CRM you can open documents and e-mails in different ways? Just do the following.
- Right click on a document or e-mail and select Open.
- 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.
- Right click on a document or e-mail and select Open in eWay-CRM.
- The item detail will open in eWay-CRM where you can for example update the information about the item such as a note.
- 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.