Features Management
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.
Administration application allows you this option under Features in the left menu.
When you click Features, you will see the list of all available eWay-CRM features. If they are marked, you have them in your eWay-CRM, if they are unmarked, you cannot work with them in your eWay-CRM.
If you want to turn on the feature, just mark the check 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 contain description for all features:
| Modules | Description |
|---|---|
| Contacts & Companies |
You can create the database of your contacts and companies and save communication with them. This module cannot be turned off. Contacts and Companies modules will be installed and 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) module are installed. These reports are available: Activity on Deals, Deal Trend, Deals Forecast and Sales Activity. |
| Projects |
Save all your projects and jobs, 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. |
| Marketing Campaigns |
You have the option to send bulk mail and track its feedback. Marketing and Marketing List module are installed. These reports are available: Marketing Results. |
| Quotes & Billing |
Users can 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: |
| Time Sheets & Planning |
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: |