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You already know how to save documents in eWay-CRM. What if you make changes in a document and want to store both the original and the new versions? Here is how:

  1. Click Documents tab on an item card.
  2. Documents Tab on Project

     

  3. Double click on a document to open it.
  4.  

  5. Make changes and click Save to eWay-CRM in the top right corner.
  6. Save Word Document to eWay-CRM

     

  7. Click Yes in the pop-up window.
  8. Rewrite Older Version of Document

     

  9. To find revisions, right-click on a document and select Open in eWay-CRM.
  10. Open Document in eWay-CRM

     

  11. Click on Show Revisions in the ribbon.
  12. Show Revisions

     

  13. In the pop-up window, you can find the number of revisions, who created them and when they were created. Double-click on any version to open it.
  14. History of Revisions

Tip on easy sending of documents
In the list of documents, just right-click a document or documents you want to send and select Send by Email. Document(s) will be attached to the email and you just insert receiver and text. It’s easy.

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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