Outlook CRM Background

Create Grid Reports

Create custom layouts to have data always at hand.

For those who prefer written guide


  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


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.

Filter Editor

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.

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.
  4. Drag Column

You can drag the columns which you want to group into this area. Simply drag and drop one or more columns here.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


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