How to Quickly Rename or Delete Category

Published 18. 11. 2020

DID YOU KNOW...

...That in eWay-CRM you can quickly and easily rename or delete any category? It's just a couple of clicks. Do the following:

  1. Right-click on any item.
  2. Go to Categories and then select Manage Categories.
  3. To rename a category double-click on the one that you want to rename and do it.
  4. To delete a category select the one or those that you want to delete and click on Delete.

For more advanced tips, go to our Knowledge Base.

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Contacts & Companies

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

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Sales

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

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Email Marketing

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