Welcome Page

Availability: This version of the welcome page has been available since eWay-CRM 10.0.

When you log into eWay-CRM Online, the first page you see is the Welcome page. On the left, a sidebar with modules and your saved views is always visible - not just on the Welcome page, but on every screen. In the middle is the Welcome page itself with its tabs, and on the right is the My Day panel.

This is a page that gives you a quick overview of what you need to do today, what items you recently opened, and which contacts eWay-CRM suggests for you. Specifically, it covers:

Sidebar

The sidebar on the left lists all the modules available on your eWay-CRM Online, along with your saved views - click a view's name to jump straight to that list. The sidebar is always visible, on every screen of the app, so you can get to any module from anywhere, not just from the Welcome page.

Hover over a module's name and a pencil icon appears next to it. Click it to jump straight to view settings for that module, without having to go through the general settings first.

Create New Item

If you want to create a new item, click New Item at the top of the sidebar. A menu appears, grouped by module, so you can create the item type you need directly.

You fill in all the values you need and save the new item. It is the same as creating a new item from the list.

Your Account

Basic account information and options are in the bottom-left corner of the sidebar - just click your name, or the circle with your photo or initials if you don't have a photo set.

You'll find the following there:

  • Sign Out – log out from your eWay-CRM account
  • View Account – open detail with information about your user
  • My Settings – you can change eWay-CRM Online settings, see Settings
  • Admin Center – if you are an administrator, you can go to Administration Center
  • Add a New User – if you are an administrator, you can create a new user directly from here
  • the icons at the bottom of the menu let you download up-to-date eWay-CRM for different devices and platforms (eWay-CRM Online, eWay-CRM Desktop, eWay-CRM Mobile for iOS and Android)
  • Sign in with a different account – lets you sign in using a different account

Help

Next to your account button in the sidebar is the ... button, which opens the Help menu.

  • Videos – links to video tutorials for eWay-CRM
  • How-to – links to written how-to guides
  • Community – links to the eWay-CRM user community
  • Suggest a Feature – you will be redirected to the web where you can suggest a function you would like to see in eWay-CRM

Welcome Panel

The middle, main part of the Welcome page offers three tabs: Getting Started, Recently Opened, and Suggested Contacts. Recently Opened is the default tab after login - see the screenshot at the top of this article.

Getting Started

The Getting Started tab is shown to new users and walks them through basic account setup as a simple onboarding checklist. At the top, you see your progress as a percentage and how many steps are completed out of the total; below are tiles for the steps you still need to complete.

Clicking the button on a given step (e.g. Connect or Activate Sync) starts that action directly (e.g. connecting your calendar or syncing your contacts with Outlook).

Recently Opened

The Recently Opened tab is the default tab of the Welcome page - see the screenshot at the start of this article. It shows a list of items you have recently opened or worked with. Each row is a link that opens the details of an item.

Suggested Contacts

This feature is available from the module Contacts & Companies (Lite). In the Lite version, the feature is limited to 10 contacts per month per user; in the Standard version, it's 50 contacts per month per user; in the Plus version, there are no limits on the feature.

Availability: This feature has been available since eWay-CRM 9.1.

On the Suggested Contacts tab, you will see which contacts are suggested based on your received emails – you need to be signed in to your Microsoft 365 account.

The functionality is the same as with the contact list – see Create contacts based on received emails. You'll see a list of suggested emails, with newly suggested ones marked with a red dot and appearing at the top of the list. You can take the following actions with these items:

  • Convert to Contact – Creates a new contact in the Contacts module.
  • Merge with Existing – Adds the email address to an existing contact.
  • Hide – Click the icon if you don't want the suggestion to appear in the main suggestion list (you can access hidden suggestions by clicking the eye icon next to the tabs).

At the bottom of the suggestions, you can see the account you are currently signed into. Using the pencil icon, you can log in to a different account, and after logging in, new suggestions related to this new account will be loaded immediately.

My Day

On the right side, the My Day panel shows the tasks you have for the current day (these are tasks that have a due date on this day or in previous days and were not finished yet).

A new task is easily created in the Add New Task for Today field - just insert the name and press Enter. The date of the task is automatically set for today.

To finish a task, click the checkmark icon on it. You need to have permission to go to the Completed status, and all conditions given by the actions on workflow must be met. Once completed, the task disappears from the My Day panel. If all tasks for the day are done, the panel shows a short all-done message; you can always create a new task from there.