Tips

How to Quickly Rename or Delete Category

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.

Be effective! With eWay-CRM.

Martin Štefko
18. 11. 2020
Share

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

Tips on Better Productivity

Subscribe for our training materials and
get the best from our consultants right into your mailbox.