Skip to main contentSkip to navigationSkip to footer
Plone Site
HomeDocumentationHow to Use eWay-CRMTutorial VideosFAQeWay-BooksBlogGitHub
EnglishČeština
Log in
/
Documentation
/
Admin Center
/
2. Customizations
/
Features (Settings)
/
General

General

TitleType
Activate AI featuresDocument
Default languageLink
Default currencyLink
Number of decimal places (used on dialogs, grids, etc.)Link
Force email tracking for the following groupsLink
Automatically set an active deal/project when saving a new emailLink
Email tracking feature will only use addresses listed in [To] (will ignore [CC])Link
Don't save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook)Document
Always save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook)Document
Enable document versioningLink
Open the document in an associated app (instead of in eWay-CRM) (also applies for emails)Link
When using Export to Word / Send as PDF, automatically save such documents to eWay-CRMLink
Automatically include the superior item into the meeting subjectLink
Allow synchronization of users into Android devicesLink
Automatically create a new journal during calls longer than X secondsLink
Show names asLink
Set Next Step date of deals or contacts based onLink
Set Last Activity date of deals or contacts based onLink
Keep relation with the original item if you change the superior itemLink
Default Period for Invoice Due DateDocument
Sleep eWay-CRM server component between (Administrators can restart servers)Link
Allow server backupLink
Backup folderLink
Automatically delete eWay-CRM backups after X daysLink