Features

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

Content:

• Basic Features Review
• Work With Features
• Contacts & Companies (Settings)
• Sales (Settings)
• Projects (Settings)
• Marketing Campaigns (Settings)

• Security (Settings)

• General (Settings)

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: Calculate Revenue on Projects From Bookkeeping Records Calculate Revenue on Deals From Bookkeeping Records
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: Add Time Sheets From Deals to Calculation of People Costs and Worked Hours on Project Calculate People Expenses on Projects From Time Sheet Records Resources Planning Type
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 Basic, Professional, or Premium.

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 create companies when importing contacts from Outlook 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
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
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 setting related to the Projects module.

You can find these settings in the section:

Module	Available Settings
Revenues & Costs	Automatically calculate Actual Revenue from sales invoices (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
Language & Region	Default language Default currency Number of decimal places (used on dialogs, grids, etc.)
Emails	Force email tracking for the following groups Automatically predefine an active deal / project when sending 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