Tips

How to Search Items in the List More Effectively

DID YOU KNOW...

...That in eWay-CRM lists you can search items even more effectively? However, sometimes the searched word can be found in too many items. Just follow our tip:

  1. E.g. you want to see the deals that have not been closed yet. Just search the item and add -closed. The closed deals won't appear.
  2. Or you can search only in the specific column. Just write the initial letters of the column name, colon, and the searched word.
  3. Or you can combine the ways of the search.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
5. 1. 2021
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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

Tips on Better Productivity

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