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.
- Go to the Administration Settings in the eWay-CRM ribbon.
- Select Global Settings > Category: Deals (or Category: Projects).
- Find the following fields:
- Double-click on each row (or only a selected one) and mark the check box.
- 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.