How to Set Activity History Tracking

How to Start Using eWay-CRM » GDPR » How to Set Activity History Tracking

  1. Click Administration Settings located within the eWay-CRM Ribbon and Log In.

  2. Click Activity History Tracking under the Module Settings.

  3. You will see the list of all modules in eWay-CRM. If the module is marked, activity on related items is tracked; if the module is not marked, activity on related items is not tracked.

  4. Mark modules you want to track, for example Contacts, Companies, Deals and Projects. The choice is yours.

  5. Wait 30 sec for automatic synchronization or synchronize the changes manually. To do that, right-click on the eWay-CRM agent icon in the system tray and select Synchronize.

  6. Now, you can display history of changes on your items that is described in this article: How to Display Activity History of Item.

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