List of Items Introduction

The list of items is the basic interface where the user works in eWay-CRM Web. Its controls are described in this article in the following chapters:

List Controls

When the user logs into eWay-CRM Web, he or she will see the list of a module and all items that the user has permission to see.

Right in this list, it is possible to move to another module, search items, filter them, or select which columns should be displayed. User can also create new items right in the list if he or she has sufficient permissions.

Modules Menu

Modules menu is in the top part of the page:

Users can easily move among modules just by clicking the module name. The item list is opened for each module.

Global Search

The search panel is in the top part of the web page:

If user types in some string, the whole displayed module is searched - if the filter is set, search results are only from these filtered items.

Create New Item

The item can be created right on the welcome page. If you want the description of this function, go to Welcome Page.

If the user wants to create a new item in the displayed module, he or she just clicks the New button.

For creating a new item in other modules, it is needed to click a small arrow next to the New button where the user sees a menu of items that can be created.

For more information, go to Create and Edit Items.

Columns Management

Clicking Manage Columns will open a list of all available items for the current module.

Marked columns are already displayed in the list, unmarked not. If the user wants to add some column in the list, he or she marks it; if the column should not be displayed, it must be unmarked in the list. Then, the user only closes the list of columns.

Columns Order

Columns can be easily moved just by drag-and-drop. Click the column header, hold the mouse, and move the column to the position where you want it.

List Sorting

Sorting can be easily done by a single click on the column header.

The first click will set ascending sorting, second will set descending sorting.

Column Filter

Users can filter by value in each displayed column. Just click to the filter row and type in a specific string.

If the operator for filter does not suit you, you can click the icon on the left of the search field and change the operator.

If the user is not using a filtering row and it seems redundant to him or her, it can be easily hidden by clicking three dots and Hide Column Filter.

The same way can be used for displaying the row again - click Show Column Filter.

Complex Filters

For filters, you need to click the funnel icon in the top right corner of the list and select Edit Filters.

The filter editor is opened where you can set more complex conditions for filtering.

Example: If you want to create a condition to see only active projects where the project manager is a specific user.

If you want to cancel all filters set in the list, click the funnel icon and select Clear Filters.

Group Items

The grouping icon can be found in the right top part of the webpage.

When you click the icon, you will see the list of all fields that can be used for grouping. Just mark one or more fields you want to use for grouping.

After selection of column(s), close the Group By dialog and you will see the list grouped by your choice.

Cancel Grouping

You can cancel groups in the same way as you create them - click the grouping icon and unmark fields. But you can also just right-click the title of the column you are using for grouping and select UnGroup.

Group By Box

Group By box can be displayed when you click the three dots icon in the top right part of the webpage and select Show Group By Box.

If you click the option, you will see a new panel above the items list - you can drag column titles and drop them here.

In the Group By box, you have a great review of what fields are used for grouping:

If you want to hide the box, just click the three dots icon in the top right part of the webpage and select Hide Group By Box.

Summarize Items in List

Only numeric columns are summarized. The summarization is automatic (see the summarization in eWay-CRM Outlook) and when the grouping is applied, also each group has its own summarization.

If you want to change the summarization type, right-click the summarization field and select the different one.

Item Preview

Clicking the item in any list will show the item preview in the right part of the web page where the user sees all filled values of this item.

Or the user can click to HUB of the item - this is a review of all tasks, calendar events, journals, time sheets, emails, and documents that are related to the item. Items in the HUB are sorted descending by date. If the HUB has too many items, you can search for them.

If the user is not using a preview panel and it seems redundant to him or her, it can be easily hidden by clicking three dots and Hide Preview Panel.

The same way can be used for displaying the panel again - click Show Preview Panel.

Preview Controls

In the preview, you can go to the item editing window by clicking the pencil icon. The X icon is used for closing the preview panel.