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

    Administration Settings in eWay-CRM

  2. Click Activity History Tracking under the Module Settings.

    Activity History Tracking

  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.

    Select Modules for Activity History Tracking

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

    Marked Modules

  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.

    Synchronize eWay-CRM

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

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.