Features

Availability: New Administration Center is available since eWay-CRM 6.0.0.

Content:

      The selection of features is related to the creating of eWay-CRM account. When you run eWay-CRM for the first time, you can select what features you really need. But  your company is developing and you can need more features in the future. You can make available other features you did not activate during the creating of account.

      Features link is in the Customizations section in the Administration Center.

      Basic Features Review

      When you click Features, you will see the list of all available eWay-CRM features. If they are turned on, you have them in your eWay-CRM, if they are turned off, you cannot work with them in your eWay-CRM.

      If you want to turn on the feature, just click the switch box next to it. The synchronization will start and as soon as the eWay Agent turns green, the feature is available in your eWay-CRM. The table contains a description for all features:

      Modules Description
      Contacts & Companies

      You can create a database of your contacts and companies and save communication with them.

      This module cannot be turned off. Contacts and Companies modules will be installed as also these reports: Activity on Companies.
      Sales

      Keep a record of your sales and whole communication.

      Deals, Exchange Rates, and Goals (only Sales Manager goal) modules are installed. These reports are available: Activity on Deals, Deal Trend, Deals Forecast, and Sales Activity.

      Users can also create proposals and invoices.

      Bookkeeping, Products, Discount Lists, and Goals modules are installed. These reports are available: Company Sales and Company Sales by Account Manager.

      These settings are enabled in the Administration Application:
      Projects

      Save all your projects and jobs, and their completion level, and plan all your tasks that are related to projects.

      Projects and Exchange Rates modules are installed. These reports are available: Project Timeline and Planned vs Real Profit.

      These modules can be installed only in the case you are installing Projects too.

      Users will be able to plan and register their work time and costs.

      Time Sheets, Bonuses, Salaries, Leaves, Resource Plan, Work Commitments and Available Resources modules are installed. These reports are available: Time Sheet, Time Sheet by Company, Time Sheet With Costs, Users Projects Costs Pivot, Users Projects Attendance Pivot, User Vacation and Project Costs.

      These settings are enabled in the Administration Application:
      Marketing Campaigns

      You have the option to send bulk mail and track its feedback.

      Marketing and Marketing List modules are installed. These reports are available: Marketing Results.
      Security

      This feature allows you to make your company data safe.
      General

      Due to this feature, you can configure your regional settings, force applies group policies, and/or set up our telephony module (PBX).

      Availability: The settings below are available in the Administration Center since eWay-CRM 6.1.3.

      Work With Features

      Important: If you make any change, you need to click Save in the current section. In one section, you can make more changes and save them at once, but when you click to another section or webpage, you will be informed that without saving, your changes would be lost.

      Settings Tab

      When you select some feature, you will see the settings that are available for it. In this case, these are settings from Sales:

      In the list, you can see settings that are available for the feature - see below.

      Important: eWay-CRM Free does not have available all settings as eWay-CRM Lite, Standard, or Plus.

      Module Permissions Tab

      Contacts & Companies, Sales, Projects, and Marketing Campaigns features have available Module Permissions tab.

      You can set permissions for modules that are related to the feature - for more information, see Module Permissions.

      Field Permissions Tab

      Contacts & Companies, Sales, Projects, and Marketing Campaigns features has available Field Permissions tab.

      You can set permissions for fields on modules that are related to the feature - for more information, see Fields.

      Contacts & Companies (Settings)

      The Contacts & Companies section allows you to edit settings related to the Contacts and Companies modules.

      You can find these settings in the section:

      Module Available Settings
      Contacts

      Check for duplicates (by any of the email addresses)

      Automatically fill in the contact address according to the company

      Automatically link contact activities to company (journals, documents and emails)

      Allow synchronization of contacts into Android devices

      Enable users to activate a two-way sync with Microsoft 365

      Create a new company when importing / synchronizing contacts from Outlook, Microsoft 365 or Excel
      Companies

      Check for duplicates by

      Allow synchronization of companies into Android devices

      Automatically assign company category to it's activities (journals, documents and emails)

      Automatically assign company category to related items (contacts, projects and deals)

      Sales (Settings)

      The Sales section allows you to edit settings related to the Deals module.

      You can find these settings in the section:

      Module Available Settings
      Deals

      Automatically fill in the deal address according to

      Type of the customer address which will be used on deal

      Allow synchronization of deals onto Android devices

      Automatically create a project when changing the deal's status to Closed Won
      Revenues Automatically calculate Estimated Revenue from active proposals (bookkeeping records)
      Notifications

      Notify about expired Estimated Ends

      Notify people listed in the following groups
      Bookkeeping

      When inserting a product to a bookkeeping record second time, merge it automatically with the first one

      When pressing Refresh
      Products in Bookkeeping

      Default quantity

      Default sales tax / VAT (text products only)

      Prices include sales tax / VAT

      Projects (Settings)

      The Projects section allows you to edit settings related to the Projects module.

      You can find these settings in the section:

      Module Available Settings
      Revenues & Costs

      Automatically calculate prices from bookkeeping records

      Automatically calculate Actual Hours and Actual People Costs from Time Sheets

      Automatically calculate Other Costs from product purchase prices

      Automatically calculate Estimated Revenue from subprojects

      Automatically calculate Estimated People Costs from subprojects

      Automatically calculate Estimated Other Costs from subprojects

      Use hours reported in deal time sheets to calculate project fields Actual Hours and Actual People Costs
      Notifications

      Notify about upcoming project deadline

      Send the notification X days before the deadline

      Notify people listed in the following groups

      Notify users about being added / removed from the team
      Time Sheets

      Do not allow users to enter timesheets older than X days

      Marketing Campaigns (Settings)

      The Marketing Campaigns section allows you to edit settings related to the Marketing module.

      You can find these settings in the section:

      Module Available Settings
      Professional Emails Automatically collect the following responses
      Word Mail Merge

      Number of emails to be sent in one batch

      Send the next batch after X minutes

      Security (Settings)

      The Security section allows you to set eWay-CRM in a way where your data will be safe.

      You can find these settings in the section:

      Module Available Settings
      Security

      Minimum password length (characters)

      Maximum failed login attempts

      Automatically unlock locked account after X minutes

      Maximum number of items to print or copy (using the Windows clipboard)
      GDPR Activate GDPR features (European General Data Protection Rules)

      General (Settings)

      The General section is used for local settings, applying your business policy or configuration of the connection with telephony (PBX).

      You can find these settings in the section:

      Module Available Settings
      AI (beta)

      Activate AI features
      Language & Region

      Default language

      Default currency

      Number of decimal places (used on dialogs, grids, etc.)
      Emails

      Force email tracking for the following groups

      Automatically set an active deal/project when saving a new email

      Email tracking feature will only use addresses listed in [To] (will ignore [CC])
      Documents

      Enable document versioning

      Open the document in an associated app (instead of in eWay-CRM) (also applies for emails)

      When using Export to Word / Send as PDF, automatically save such documents to eWay-CRM
      Calendar Automatically include the superior item into the meeting subject
      Users Allow synchronization of users into Android devices
      Telephony (PBX) Automatically create a new journal during calls longer than X seconds
      Others

      Show names as

      Set Next Step date of deals or contacts based on

      Set Last Activity date of deals or contacts based on

      Keep relation with the original item if you change the superior item

      Default Period for Invoice Due Date

      Maintenance

      (available only on the on-premise installations)

      Sleep eWay-CRM server component between (Administrators can restart servers)

      Allow server backup

      Backup folder

      Automatically delete eWay-CRM backups after X days