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Set Activity History Tracking

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

    2. Administration Settings

  2. Click Other Settings under the Module Settings.

    3. Other Settings in Administration Settings

     

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

    4. Activity History Tracking

     

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

    5. Activity History Tracking

     

  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. Synchronization

     

  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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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