Outlook CRM Background

Create Grid Reports

Create custom layouts to have data always at hand.

Applies to
eWay-CRM Desktop, eWay-CRM Online and eWay-CRM Mobile (iOS and Android).

 

Tutorial for

  1. eWay-CRM Desktop
  2. eWay-CRM Online
  3. eWay-CRM Mobile

eWay-CRM Desktop

  1. Adding and Removing Columns
  2. Sorting Items
  3. Items Filtering
  4. Quick Searching
  5. Grouping of Items

eWay-CRM has some predefined reports for each module. Click on the Views button in the top right part of the list. You can also create your own reports, save and delete them by hitting Save View and Manage Views option.

Save View

Adding and Removing Columns

  1. To add a column, right click on any column heading and select Column Chooser.
  2. Column Chooser

     

  3. A list of all available additional fields (including custom fields) for this module will appear. Drag and drop the name of the column you want to use from the customization module to the column headings.
  4. Column Chooser

     

  5. To remove a column from the list, just drag it away from the column heading.

Sorting Items

Items in a list can be sorted by values in any column. You can sort them by clicking the column heading. Items can be sorted in ascending or descending order.

Sort List

Filters

eWay-CRM allows you to work with filters.

  1. Right-click on any column heading and select Filter Editor from the context menu.
  2. Filter Editor

     

  3. In the Filter Editor, you can create advanced conditions similar to Microsoft Excel. You can filter any column using various operators.
  4. Filter Editor

     

  5. You can also add more than one condition by clicking And in the left-upper corner of the Filter Editor. The + icon after And in the upper part of the Filter Editor window allows you to add another condition.
  6. Filter Editor

Quick Search

You can search easily among the items displayed in the list using the search panel in the right top part of the list.

Quick Search

Grouping of Items

Items in the list can be grouped by any column.

  1. Right-click the column heading and select Show Group by Box in the context menu.
  2. Show Group by Box

     

  3. The Grouping area will appear above the column heading. You can drag the columns which you want to group into this area. Simply drag and drop one or more columns here.
  4. Drag Column

eWay-CRM Online

  1. Adding and Removing Columns
  2. Sorting Items
  3. Items Filtering
  4. Quick Searching
  5. Grouping of Items
  6. Grouping of Items

Adding and Removing Columns

  1. To add a column, right click on any column heading and select Column Chooser.
  2. Column Chooser

     

  3. A list of all available additional fields (including custom fields) for this module will appear. Click the column you want to use from the customization module to the column headings.
  4. Column Chooser

     

  5. To remove a column from the list, right-click its header and select Hide This Column.

Sorting Items

Items in a list can be sorted by values in any column. You can sort them by clicking the column heading. Items can be sorted in ascending or descending order.

Sort List

Filters

  1. Right-click on any column heading and select Filter Editor from the context menu.
  2. Filter Editor

     

  3. In the Filter Editor, you can create advanced conditions similar to Microsoft Excel. You can filter any column using various operators.
  4. Filter Editor

     

  5. You can also add more than one condition by clicking And in the left-upper corner of the Filter Editor. The + icon after And in the upper part of the Filter Editor window allows you to add another condition.
  6. Filter Editor

Quick Search

You can search easily among the items displayed in the list using the search panel in the right top part of the list.

Quick Search

Grouping of Items

Items in the list can be grouped by any column.

  1. Right-click the column heading and select Show Group by Box in the context menu.
  2. Show Group by Box

     

  3. The Grouping area will appear above the column heading. You can drag the columns which you want to group into this area. Simply drag and drop one or more columns here.
  4. Drag Column

Preview Panel

  1. If the preview panel is turned on, always when you click some item in the list, you will see side panel:
  2. Preview Panel

     

  3. In the top part of the preview panel, you can click the icon for editing the item or for closing the panel.
  4. Preview Panel Icons

     

  5. In the General tab, you will see values of this item.
  6. General Tab on Preview Panel

     

  7. In the HUB tab you can see tasks, calendar events, journals, documents and emails order by date and time. If you click some item in the HUB, its detail will be opened.
  8. HUB on Preview Panel

     

  9. HUB can contain a lot of items so you can use search field.
  10. Search in Preview Panel

eWay-CRM Mobile

  1. Sort Items
  2. Filter Items
  3. Search Items
  4. Group Items
  5. Quick Access Menu
  6. Complete Task in the List

Sort Items

  1. Default sort in lists is by Name but you can sort items by different fields:
  2. iPhones: Tap View in the right top corner.
    Android phones: Tap sort icon in the top right corner.

    Sorting items

     

  3. There you can select up to four levels for sorting of items in the list (you also set whether you want to sort in descending or ascending order).
  4. Sorting options

Filter Items

  1. You may want to filter items in the list by their ownership or status. To do that:
  2. iPhones: Tap View in the right top corner.
    Android phones: Tap three dots in the top right corner of the screen and select Filter.

    Filtering items

     

  3. Filters will be available:
  4. iPhones: In the top part of the screen. You tap your filter and tap Done.
    Android phones: In the new window where you just select filter you want to apply.

    Filtering options

     

  5. There are different filters available depending on the module. For more information, go to our documentation. eWay-CRM Mobile will remember your choice and will offer it to you later on until you change it.

Search Items

  1. To find an item, tap the field with the magnifying glass in the top of the screen.
  2. Search

     

  3. Start typing the name of the item. Only values displayed in the list of items on the screen will be searched, e.g. name, company and city for contacts.
  4. Search string

Group Items

  1. You can group items in the list by different fields:
  2. iPhones: Tap View in the right top corner.
    Android phones: Tap three dots in the top right corner of the screen and select Group By.

    Group items

     
    You will see the dialog when you can select by what field the items will be sort:
    iPhones: Mark Group Items and select field you want to use for grouping in the Group By field.
    Android phones: Select field you want to use for grouping in the dialog.

    Group fields

     
    If you confirm your choice, items will be grouped by the field you choose (e.g. City as in the picture below).

    Grouped by field

Quick Access Menu

  1. Each of main modules (contacts, companies, deals and projects) allows you to swipe the item to right or to left and display quick access menu. If you swipe item to the right, you will see options for creating journal and map navigation:
  2. Swipe to the right

     

  3. If you swipe item to the left, you will see options for calling and sending messages:
  4. Swipe to the left

Complete Task in the List

Task can be completed using workflow – you just move the status to Completed when you editing the task. But eWay-CRM has easier way:

  1. Go to tasks list and find the task you want to mark as completed.
  2. Tasks List

     

  3. Tap and hold on the task and swipe to the right.
  4. Complete Task by Swipe

     

  5. Task will by marked as completed.
Note
Only tasks that fulfill all requirements can be completed this way. User must have permissions to move task to Completed status. Also, all conditions that are related to actions on workflow are met.

Was it useful?

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