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Warning
This feature is available in module Contacts & Companies (Professional).

User has the option to share views with other users to be sure that everybody can see the lists with the same columns and filters.

  1. Set columns and filters on a list as required. Then, towards the bottom of the grid report, click the Views button and select Save View.
  2. Save View

     

  3. User has the option to mark the Share With All Users check box. Mark it and confirm your choice by clicking OK.
  4. Share With All Users

     

  5. If the user marks the check box and saves the view, this view will be available for all other users. For better orientation, this shared view will have (Public) suffix next to the name.
  6. Shared View

     

  7. If you wish to see all available user views, click again on the Views button and select Manage Views.
  8. Show List of Saved Views

     

  9. In the list of views, there are two categories – Private and Public. Users can edit views in both categories, but only their own in category Public.
  10. List of Saved Views

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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