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Dialog Description

Ribbon

In the upper part of the work window there are several buttons which are used for editing.

IconsDescription
Save and Close Click will save changes and close the current window.
Save Click will save changes and the current window will stay open.
Delete The button is used to remove an item from eWay-CRM, including all relations.
Add New
Link to Existing

Buttons are used to make relations between items. More detailed information can be found in the article Relations.

General, Custom Fields and History

Buttons enables you to switch between sections of fields view. The General section shows you basic fields of the specific item window; the Custom Fields section shows you only custom fields that you created; the History section records all changes made on item. For more information about section switching and their functions, go to General , Custom Fields and History Section.

Categorize

You can categorize item right in its ribbon.

Availability: The function is available since eWay-CRM 5.4.2.

Private

The button enables you to lock the item so it can be viewed and edited only by the item owner or users that have relation with this item. If the owner click the button, other users without relation with the item cannot see it. The button remains pushed until the owner click it again, if he want to make the item public. If the new item is created from the Private item, the new item is also Private. You can define who can use Private button in the Column Permissions of the Administration Application where you can set whether the user will be able to use the button, or not.

Administrator can limit, on what modules will be Private button available.

Refresh

Click will update the data on a dialog – for example, when a colleague has made some changes to an item while you had the item opened on your PC. All non-saved changes will be lost. The same result can be achieved by pressing F5.

Export to Word If you have templates for the module, you can export the item to Microsoft Word file - see Data Export to Microsoft Word.
Reports

The button is a list box and if you click it, the list of reports that can be generated right from the item window will be shown. For more information about reports and their generating from the item window, go to this article.

Print

Click will print the currently displayed item. The application don't print items immediately, it will show you a preview first.

Other Icons

Other buttons, such as Edit Team in the Project window or Show Revisions in the Document window, are specific for each module and their functions are described in section Modules.

The ribbon contains not only Home tab, but also Form Designer tab. For more information about the tab, go to Customize Dialogs With Form Designer.

Minimize the Ribbon

In the right bottom corner of the ribbon, there is button for its simplified version.

When you click the icon and you are using Microsoft Office 2019 or Microsoft Office 365, ribbon will change to this form:

Availability: Simplified ribbon is available since eWay-CRM 5.3.1 when you are using Microsoft Office 2019.

Workflow Panel

Workflow is a scheme of working on a complex activity (process), which breaks down the activity into simpler activities and their relations. In eWay-CRM this term means a sequence of self-related activities or statuses (phases). Thanks to relating them (creation of transitions) we get an effective tool for leading Projects, processing Documents or approving holiday applications.

The workflow panel is displayed in the item window, below the ribbon. The workflow panel is only displayed in the specific modules (e.g. Marketing, Deals, Projects, Bonuses modules, etc.). It displays in which phase of the working process an item currently is.

Particular workflow fields (statuses) can gain four different designs (colors):

  • Blue background - it is the current status of the item (field is also marked by a flag icon)
  • Green background - these are statuses the user can transfer to from the current status (if there is also check icon in the field, item already walked through this status)
  • White background with green font - the new status selected by clicking; after saving the item, this clicked status will be new blue one (new current)
  • Grey background - you cannot transfer current status to this grey status (if there is lock icon, you cannot move to this status from your current status; if there is check icon in the field, item already walked through this status)

 

In the Administration Application, the administrator can simply define a workflow or create a new type of item – for example a Project or Document.

Information about the workflow panel for each module can be found in the articles Workflow Panel for Project Module, Workflow Panel for Deal Module, Workflow Panel for Document Module and Workflow Panel for Marketing Module.

Area for Work With Items

You can enter all details about an item in the area for work with items. Each module window is different in this part and purpose of each field is defined in section Custom Fields. Fields created in this way are displayed in the right corner of the item window in the section User values.

You can use shortcuts in eWay-CRM that are specific for the system and can easily call specific functions.

If the window does not contain the required field for your purposes in the standard form (for example because of filtering and quick searching), you can define own user field in the Administration Application. Your options for user fields can be found in section Custom Fields. Fields created in this way will be displayed in the lower right corner of the item window in the User values section.

Each field of an item can be displayed differently for different users – depending on the level of the user's permission the user can edit a field or just read its content (see Name in the picture below) or cannot see its content at all and the fields are inactive. Information about adjusting the fields of modules is in section Column Permissions.

The area for work with items has two basic sections. The first one is the General section that is similar for all users of eWay-CRM - there are default fields. The General section can look like this:

The second form of the area is the Custom Fields section where you can see only these fields you created via the Administration Application. For more information about section switching and their functions, go to General and Custom Fields Section. Section is automatically structured to columns based on the size of the window.

Note: Scrolling using mouse wheel is enabled in eWay-CRM, but some older versions of Microsoft Windows can catch the scrolling and it can be disabled over some elements in the window.

Relation Boxes Buttons and Their Usage

Fields you can use for creating a relation, e.g. Superior Project, etc. as you can see in the picture above, contains the "+" and "..." signs.

The "+" button is used for creating a new item. It means you are not selecting from existing items, but creating a new one, for example a project. If this button is clicked on within a box, where several types of item can be selected, you will be asked for the type you intend to create.

In the case that you can add not only one type of item by clicking the + sign, you will see the dialog below where you can select what type of item you want to add. Just click the item you want to add.

The "..." button gives you an option for opening the item window of the prefilled item. For example, when you choose a superior project, by clicking this button you will open it in its own Project window.

The "X" button can be generally used for cancelling an item you added to the field as a relation. Then, you can add a new item or just leave the box blank.

Background Color of Fields

Fields in the item window can have these colors:

  • Red: A mandatory or unique field must be filled. If the field is empty, the item cannot be saved.
  • Yellow: An optional field should be filled. If the field remains empty, you will be asked during saving process, whether you want to save the item with an empty optional field.
  • White: Already filled fields or empty fields that needn't be filled.

The setting, whether the field is optional, mandatory or non-mandatory, can be done through column permissions or during the workflow status setting (Completion Level in the workflow definition of the Check Presence of Relation, Database Field Is Not Empty, or Are Equal actions). Some fields are mandatory by default.

Relations Tab System

In the lower part of the window for working with an item there is a tab system, that is dividing the area for working with items from relation tab system. If you click and move the splitter, you can change the size of the space that is meant for working with values and with tabs. Tab order is not fixed, you can drag and drop tabs in what order you want to make it efficient for you. You can easily and precisely set your window for the best and most efficient work.

Each tab represents a module of the system. Items within the tabs can be described as relations, linking currently opened item to other items within the system. If you delete information from a tab, you will only delete the link between the opened item and the referenced one, not the item itself. In this way, you can monitor time sheets and communication in the Projects and Deals modules; or in Company you can see all the contacts, not just one contact person. Relations can be created via the Link to Existing button and Add New button on the ribbon or via the context menu outside of the item (see below).

Context Menu Within Item

You can work with data in the relations tabs. Right-clicking an item will display its context menu. In this menu, you can open an item, remove relation to it or print the item with all details. You can write e-mails directly from the Company, Contact and User modules. You can also export all items to an XML or XLS (Microsoft Excel) file. Context menu and work with it are similar as in main lists.

Context Menu Outside the Item

Right-clicking the empty space outside of the items list will bring up a context menu for the entire module. Thanks to this menu, you can simply add relation to existing or new item, which you will create. You also can print all items (Print). All items can be also exported to an XML or XLS (Microsoft Excel) file (Export list).

Options Print and Export List are available only in the case that the tab list contains at least one item. If there is no item, those options are unavailable.

A special tab in the Project window is Teams – details can be found in the chapter Teams.

Filet Items in the Tab System

You can also use quick search feature in the tab system of all windows. Just right-click the first empty row and enter value for to quick search among items. It is also possible to use Filter Editor to define more complex search queries, just click the heading of any column in open tab and choose Filter Editor. Fill in query for filtering and apply it. For more information about filtering, go to Filter Items. After filter is applied, the string will be shown in the bottom part of the tab (as in the picture below).

Status Bar

In the lowest part of the window there is a status bar. On the status bar are data about the item owner, when and which user created the item and when and which user changed it most recently. In addition to the information about the item owner, there are data which are purely informative and cannot be changed.

Change the Item Owner

This function gives the option to change the ownership of an item. In practice it may be used to transfer the responsibility for a project to another person.

Requirements for Owner Change

It can happen that Edit (see below) option is inactive (disabled). You need to be sure that permissions are correctly set:

Process of Owner Change

  1. On the status bar of an item which you want to change, left-click the item owner and select Edit.

  1. When the dialog window Link to Existing User items appears, select a User who will assume ownership of the item and accept with OK.