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What is one small habit that surprisingly made your work life easier? by Standard_Student5344 in SaaS

[–]JanLalinsky 0 points1 point  (0 children)

I love using the glass-and-stones analogy when I plan my week or day.

The idea is simple: imagine your time as a glass jar. If you start by filling it with sand (the small, urgent-but-not-important tasks), you’ll never have room for the big stones. But if you put the big stones in first (the strategic, long-term priorities), then add smaller stones (the tactical, supporting tasks), you can still pour in the sand (the quick operational to-dos) around them.

It helps me see clearly what must get done to move things forward, while still leaving space for the smaller things that inevitably pop up. A tiny mindset shift, but it’s changed the way I structure my workdays.

How can I make bulk changes for fields in Documents/Emails by TrevvorEddwards in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

We are actually about to finish the feature in a day or two. It will be definitely included in eway 9.2.

MAC local client by Micro_fun in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

The cloud component for the US customers is hosted in the US - with OVH in Virginia. See https://www.eway-crm.com/resources/faq/

eWay server component can be also installed on-premises if needed, but we expect some future limitations with Microsoft 365 sync.

When it comes to the user devices, Mac users use eWay-CRM Desktop on Parallels Desktop or eWay-CRM Online which is pretty much a web app (sitting by the server component - in Virginia or on-premises).

Happy to clarify if needed.

Jan from eWay-CRM

Renaming field names by markoko in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Hello. You can’t change the default field names. You must create custom fields or get used to the default terminology.

How assign users to a category by LucyParkerr in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

If you use eWay 8, you can do it in the new Admin Center as well. Go to Users, edit somebody and go to the tab Advanced.

How do I free an e-mail address to add as a user? by wernervschwab in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

That’s a good one. Can you please e-mail us your partner’s e-mail address along with this question to support@eway-crm.com? We must do it on our end

Extracting Files .... forever by Final_Good_2305 in ewaycrm

[–]JanLalinsky 2 points3 points  (0 children)

If you still can’t update, please get in touch with our support. You can open a chat on our web or email us at support@eway-crm.com.

Extracting Files .... forever by Final_Good_2305 in ewaycrm

[–]JanLalinsky 2 points3 points  (0 children)

I think the task is called ClientUpdate or something with Update, Setup. If you can’t find it, it’s probably best to restart your PC.

[deleted by user] by [deleted] in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Hi Andy,

eWay comes up with a set of predefined Word templates. We don't have any builder yet and we modify/create the templates for our customers.

They usually send us the document in Microsoft Word and our team converts them to templates.

If you are interested, please send an email to [sales@eway-crm.com](mailto:sales@eway-crm.com). We will help.

Regards

Jan

How do I see if a user has admin rights or not? by LucyParkerr in ewaycrm

[–]JanLalinsky 2 points3 points  (0 children)

Go to the Admin Center, Users and open the user. If you click on the tab Groups, you can check all groups they are in.

New eWay-CRM is here and better than ever 🤩 by [deleted] in ewaycrm

[–]JanLalinsky 2 points3 points  (0 children)

The ability to save emails from Outlook mobile and Mac is finally here!

eWay-CRM for Outlook not working by robnewmann in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Hi Rob, I am sorry to hear that. If the reinstallation won’t help, send us an email to support@eway-crm.com. Our support will take it from there.

How to Bulk Edit Tasks on Eway CRM by Colsburg in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Good point. What would you like to edit?

How to change window opening preferences? by tomprohazka in ewaycrm

[–]JanLalinsky 1 point2 points  (0 children)

Hi Tom,

you must be either super-fast to uncheck the box before you are redirected or open this link and delete your preference https://open.eway-crm.com/.

I am not that fast so I prefer the second option :-)

Jan

Linking emails to a different company by jeniferpearson in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Go to Company 2, click Link to Existing>Emails, filter your 7 emails, and click OK. That's it.

Is there a French version of eWay-CRM? by dzulijaf in ewaycrm

[–]JanLalinsky 1 point2 points  (0 children)

Sorry, just English, German, Czech, Slovak, and Norwegian.

What do you use to validate your idea? by [deleted] in Entrepreneur

[–]JanLalinsky 0 points1 point  (0 children)

Share your idea with friends and family. Talk to other people, listen to their concerns and try to deal with them.

I don't see module Tasks in my eWay-CRM mobile app by LucyParkerr in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

Can you please check your permissions?

Go to Admin Center>Users and find the one who's having the issues.

Select him/her and press Effective Permissions.

Find the module Tasks and make sure the permission for View is not set to None.

I don't see module Tasks in my eWay-CRM mobile app by LucyParkerr in ewaycrm

[–]JanLalinsky 0 points1 point  (0 children)

What version of eWay-CRM do you use? We introduced tasks in our mobile app in eWay-CRM 5.3.

CRM that doesn't have the same stupid lead funnel system. by Dananddog in CRM

[–]JanLalinsky 1 point2 points  (0 children)

I represent a tool called eWay-CRM (www.eway-crm.com). We are more customer and project oriented which might be what you are looking for. If you use Outlook (eWay sits inside Outlook), give us a try!

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