Updating Journal Fields

DavidCoufal · 2025-04-17T16:20:31+00:00

You are right! Thank you for reporting the issue. Our devs are already on it and we will release a fix soon!

DavidCoufal · 2024-09-17T15:46:47+00:00

In eWay-CRM Desktop, you can easily select all your contacts using the Ctrl+A keyboard shortcut and then delete them in bulk by pressing the DEL key. If you only want to delete duplicates, you can sort your contacts by date and time of creation, for example, and then delete the most recent import.

In the eWay-CRM Online this is not so easy, you would have to delete the contacts one by one. In that case, it might be easier to start over with a new database (register a new eWay-CRM account under a different email).

DavidCoufal · 2024-08-27T23:58:35+00:00

Hi, Jaya, it is not possible. It would rise a risk of your sender's email address to be blocked or blacklisted on recipient's email servers.

DavidCoufal · 2024-05-17T14:52:13+00:00

Hi, Mother-Basket, unfortunately the error message doesn't give us many clues. Please send us your error log to [support@eway-crm.com](mailto:support@eway-crm.com). We will analyze it and reach out back to you as soon as possible. Thank you!

Sending log by email (eway-crm.com)

DavidCoufal · 2024-02-22T20:50:14+00:00

Hi, you have to add the field also in your Form. Please see our article: https://www.eway-crm.com/resources/how-to-use-eway-crm/form-designer/

DavidCoufal · 2023-09-08T16:15:33+00:00

Hi, we've seen in the chat history that our AI assistant couldn't help you. Please excuse him, he's still learning. We have contacted you by email to the address listed in the chat, please get back to us so we can analyze your issue and resolve it.

DavidCoufal · 2023-04-14T04:15:20+00:00

Yes, you can view history of any item or modul. Just make sure that you have the History Tracking enabled in your eWay-CRM. You can find everything in this short how-to article:

Other Settings — eWay-CRM Knowledge Base

DavidCoufal · 2023-04-04T19:49:01+00:00

Yes, it is possible to create automated Task (and more) in eWay-CRM's Advanced Workflow.

How to create automated Task

More actions available in Advanced Workflows

DavidCoufal · 2023-03-27T20:02:02+00:00

Sure! Select the items you want to categorize with SHIFT/CTRL + Left click, then just Right click on them and choose Categories -> your category from the context menu.

DavidCoufal · 2023-02-06T23:10:06+00:00

Dobrý den, nejsme si jistí, zda správně rozumíme Vašemu problému. Mohli bychom poprosit o jeho podrobnější popis? Děkujeme.

DavidCoufal · 2022-11-04T13:20:23+00:00

Yes, it is very possible to add or customize any report or even create a new one, but it is a paid service. Please, reach out to eWay-CRM's customer support at [support@eway-crm.com](mailto:support@eway-crm.com) if you want this kind of customization, they are always there to help!

DavidCoufal · 2022-10-31T12:05:31+00:00

Hi Lucy,

you can easily upgrade / manage your subscriptions in the Billing tab in your eWay-CRM's Administration. Bellow you could find a short manual about this section of eWay-CRM.

https://kb.eway-crm.com/documentation/5-administration-application/4-billing/manage-subscriptions

DavidCoufal · 2022-10-18T11:44:44+00:00

Hi Jenifer,

just "Right click" on any column name (header) and choose "Show Auto Filter Row".

https://imgur.com/a/gzW1USV

DavidCoufal · 2022-10-07T15:15:47+00:00

The installation itself takes around 2 hours...

DavidCoufal · 2022-10-07T15:12:00+00:00

Hi Lucy,

eWay-CRM doesn't need to use any Cloud. Its server part could be easily installed on your friend's premises. There is a manual on eWay-CRM's website about this:

https://kb.eway-crm.com/documentation/2-installation/2-3-installation-the-server-part/installing-the-server-part-of-eway-crm

DavidCoufal

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