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How to Inform the Team About New Records on Deals/Projects

If you are working on a deal or project with a team and you want to keep each team member informed when a new document, email or journal is created, eWay-CRM can send notifications to all users that are specified on the Deal or Projects cards under the Users (for deals) and Team (for projects) tab.

Deal:

Users on Deal

Project:

Users on Project

  1. Go to the Administration Settings in the eWay-CRM ribbon.

Administration Settings

  1. Select Global Settings > Category: Deals (or Category: Projects).

Global Settings for Deals and Projects

  1. Find the following fields:

Notification Settings

  1. Double-click on each row (or only a selected one) and mark the check box.

Notification Settings

  1. Wait for 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

Synchronization

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