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
- Modules Menu
- Global Search
- Create New Item
- Types of Views
- Custom Views
- Other Tools
- Columns Management
- Column Chooser
- Column Filter
- Complex Filters
- Group Items
- Summarize Items in the List
- Item Preview
When the user goes to the web access of eWay-CRM Online, 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.
The 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.
The search panel is in the top part of the web page:
If the user types in some string, the whole displayed module is searched - if the filter is set, search results are only from these filtered items.
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.
To create 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.
In eWay-CRM Online, you have these types of views:
- Compact List
You can easily change the type in the top toolbar:
The following chapters can be applied for the List and Compact List view. If you want to work with the Board, please follow these instructions.
Availability: Custom views have been available since eWay-CRM 7.6.0.
There you can see all views that are available for the module - default view, your own views (only yours), and shared views (for all users). Just click the one you want to have displayed - the displayed view is always marked with a tick (if there is also an asterisk sign - * - it means that you are using this view but with some changes).
In the current version, you cannot save changes to the user view in eWay-CRM Online, only in eWay-CRM Desktop.
On the panel with views, you can see other tools. The first is Filter which can be used for the filtering of items in the list.
If you click Group by, you can select a column that will be used for grouping items. For more information about grouping, see the chapter Group Items.
If you click Sort by, you can choose the column that will be used for sorting items. For more information, see the chapter Sort Items.
When you click the three dots icon, there are these options:
The columns management is intuitive and very similar to work with columns in eWay-CRM Desktop. You can drag-and-drop columns, sort them by clicking on their name and right-click to see the context menu where are other options on how to work with the list.
In the menu, there are these options:
- Sort Items - Sort Ascending, Sort Descending, and Clear All Sorting
- Group Items - Group By This Column and Show/Hide Group By Box
- Column Chooser - Hide This Column and Column Chooser
- Show/Hide Preview Panel
- Filter Editor
- Show/Hide Auto Filter Row
Right-click any column name and select Column Chooser in the context menu. You will see a list of all available columns for the current module.
Marked columns are already displayed in the list, unmarked not. If you want to add some column to the list, mark it or drag-and-drop it on the place where you want 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 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.
Sorting can be easily done with a single click on the column header.
The first click will set ascending sorting, the second will set descending sorting.
Or you can sort the list by right-clicking the column name and selecting Sort Ascending or Sort Descending.
Auto Filter can be displayed when you right-click any column name and select Show Auto Filter Row.
Users can filter by value in each displayed column. Just click on the filter row and type in a specific string.
If the operator for the 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 right-clicking the column name and selecting Hide Auto Filter Row.
For filters, you need to right-click any column name and select Filter Editor.
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 Clear at the right bottom part of the page. I you just want to see the whole list but save the filter, unmark the filter field in the left bottom part of the page.
Right-click any column name and select Group By This Column.
You will see the list grouped by your choice.
You can cancel groups in the same way as you create them - right-click the name of the grouped column and select Ungroup or Ungroup All.
Group By box can be displayed when you right-click any column name 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 right-click any column name or the box itself and select Hide Group By Box.
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.
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 right-clicking any column name and selecting Hide Preview Panel.
The same way can be used for displaying the panel again - click Show Preview Panel.
In the preview, you can go to the item editing window by clicking the icon next to the name. The X icon is used for closing the preview panel.