Tips

How to Show Document Previews in Grids

DID YOU KNOW...

...That in eWay-CRM you can see a document preview in grids? You may not want to see the whole document. You may just want to check which one it is and see it in a preview. It's easy. Just do the following:

  1. In the grid right-click on a column title. Then select Column Chooser.
  2. Find Preview and drag and drop it into the grid.
  3. In a new column, you can preview documents (only BMP, GIF, JPG/JPEG, PNG, and TIFF/TIFV).

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
11. 11. 2020
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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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