Outlook CRM Background

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.

  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

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

Open Document in eWay-CRM

Click on Show Revisions in the ribbon.

Show Revisions

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.

History of Revisions

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


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