Basics of Work With List

Each module in eWay-CRM has its own list of items. The main access to these lists is via the eWay-CRM ribbon where you can find icons of most modules.

Just click an icon and you will see the list of items. This list is visually similar for almost all modules.

Note: The format of dates in eWay-CRM is based on your Windows regional settings.

In eWay-CRM Settings, you can set whether you want to open module lists in a new window or a standard Microsoft Outlook window. If you want to open only one list in a new window, just click its icon in the ribbon while pressing the SHIFT key.

The list contains columns (fields) of the specific module. Right in the list, you can proceed with these functions: