Sometimes you will have to go back to an email communication with the client and find the details you agreed upon. So we came up with the Emails module that should make the search much easier. All incoming and outgoing messages can be saved from MS Outlook directly into the eWay-CRM system, the important thing is that the email will stay in eWay-CRM even after the user has deleted it from his inbox. Every email message can be shared with other users in the system, or the message can be assigned to a project, contact or other related items, so it can appropriately complete other agendas and provide the maximum information.
This article is focusing on the basics of the Emails module in eWay-CRM Web. If you want more general information about this module, please go to the description of the module for eWay-CRM Outlook.
Clicking the module name in the top part of the eWay-CRM Online page, you get into the emails list.
When you click the link, you will see the list of all items that your user has permission to.
The default view shows only emails that are not older than 30 days. This filter can be changed.
You can search items in the list, filter them, customize the list, etc. For more information about list opinions, go to List of Items Introduction.
When you click an item, its preview panel shows on the right side of the web page where you can see the values of the items and also some relations. For more information about the preview, go to Item Preview.
Preview of Email Content
When you open the email detail, you will see its body even with attachments.
Find out basic information about item creating and editing here: Create and Edit Items.
If you want to open an item, just double-click it. In the Email tab, you will see similar detail:
|Superior Item||A project or a deal that the email is related to.|
|Priority||The priority of the message - the email with high priority should be processed first.|
|Locked Fields||These fields specifies the sender and the receiver of the email, number of attachments and other details.|
|Note||The general text you can add to your email.|
When you want to display other fields, customize your dialog, use Form Designer in eWay-CRM Outlook. eWay-CRM Web will display a dialog similar as in Microsoft Outlook, but some differences can happen due to the position of field groups in eWay-CRM Outlook - eWay-CRM Web does not use only the horizontal position of the field group, but the vertical is also important, e.g. when the group is on the right in eWay-CRM Outlook but it is higher than the group on the left, it is displayed higher in eWay-CRM Web.
The top part of the item detail allows you to do some basic operations with the item and informs you about the item:
|Save and Close icon||Save all changes and close the dialog.|
|Save icon||Save all changes.|
|Delete icon||Delete the item if you have appropriate permissions.|
|Profile Picture||The picture you related with the item.|
|Basic Information||Right next to the profile picture, you have basic information about the item so you do not need to find them anywhere else.|
|Add New||Click the button and select the module on the list. A new item window pops up. Fill in values, save the item, and the relation to it is created. For more information, go to Work With Relations.|
|Link to Existing||Click the button and select the module on the list. The list of all available modules items appears. Select the item you want and the relation to it is created. For more information, go to Work With Relations.|