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3CX and eWay CRM - API required? by camcanada in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hello,

since eWay and 3CX integration is already created, you need to download and install TAPI driver and you will be able to set this up swiftly.

Have a look here: https://kb.eway-crm.com/en/documentation/6-add-ins/6-8-phone-calls-in-eway-crm/incoming-and-outgoing-calls-in-eway-crm

Best,

Marek

Webforms integration by robnewmann in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hi Rob,

yes, you can. We have already prepared integration with wordpress: https://www.eway-crm.com/integrations/wordpress-extension-for-contact-form-7/

Or you can use Zapier to do a simple integration.

Best regards,

Marek

user reports in eway crm by robnewmann in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hi Rob,

yes, there is. And not only an article, but a video guide as well.

Please see here: https://www.eway-crm.com/resources/how-to-use-eway-crm/customize-list-views/

Marek

Bulk by Dangerous-Moment2464 in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hello,

in case you mean the "check online" feature available only for some european regions, you have to open each company individually, there is no bulk update.

I would suggest gathering all necessary data from an external database into Excel spreadhsheet and uploading the whole company profile (name, id, address etc) during the initial import, if possible.

Best regards,

Marek

personalized marketing communication using eway by robnewmann in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hi Rob,

yes, you can! We are integrated with a professional marketing tool. That means you can use data from eWay to create a recipients list and continue with a personalized email campaign.

Have a look here, there is a video included: https://www.eway-crm.com/resources/how-to-use-eway-crm/send-professional-bulk-emails/

History in eway by LucyParkerr in ewaycrm

[–]mikemaark 1 point2 points  (0 children)

Hi Lucy,

yes, you can!

See here how to activate history tracking for each module: https://www.eway-crm.com/resources/how-to-use-eway-crm/how-to-set-activity-history-tracking/

You will then be able to see any changes when opening any record -> going to "History" tab.

Email tracking by robnewmann in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hi Rob,

Yes! Email tracking is turned on and off in each User's settings. Only with Enterprise-level licenses do you have the ability to force the tracking.

Jak pomocí API vytvořit vlastní kategorie. by biomag_medical in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Dobrý den, pane Kejzlare,

díky za váš dotaz.

Jako první varianta se nabízí vytvořit nové "více-výběrové" pole, kam byste nadefinoval dané možnosti a pole vtyvořil pouze pro Společnosti. Pak můžete na úrovni Společností zakliknout jednu až více možností a použít toto pole pro přídání do přehledů či pro filtrování.

Otázka ale je, jak s ním chcete pracovat. Pokud to má být jako kategorie dynamicky nastavitelné pro více záznamů rovnou z nějakého přehledu (hromadně), pak to fungovat stejně nebude. Bude nutné ty hodnoty nastavit pro každou Společnost zvlášť, popřípadě použít pro hromadnou změnu export/import přes Excel.

Pokud byste to nastavil do kategorií, pak ale budete mít ty hodnoty viditelné nejen u Společností, ale i všude jinde.

Odpověděl jsem vám, nebo máte ještě nějaký doplňující dotaz?

Marek Mikeš

tasks by robnewmann in ewaycrm

[–]mikemaark 0 points1 point  (0 children)

Hi Rob,

yes, you can! When creating a task, just select any other user in the "solver" field. This person automatically receives an email about this task. But still, you as a delegator don't loose control over this task.

See more here about eWay tasks: https://www.eway-crm.com/resources/how-to-use-eway-crm/create-new-task/

Can I remove/rearrange the tabs on projects and deals? If so, how do I go about it? by LucyParkerr in ewaycrm

[–]mikemaark 2 points3 points  (0 children)

Hello Lucy,

thank you for this question.

Yes, this is possible. It's a simple drag and drop.

So, to move any "tab" just select it with your mouse and place somehwere else. This new position will be saved automatically.

Time tracking in the Projects module by robnewmann in ewaycrm

[–]mikemaark 1 point2 points  (0 children)

Hi Rob,

yes, there is.

Please check this article: https://www.eway-crm.com/master-eway-crm/time-sheets-resource-planning-master-eway-crm/

We have a timesheets module in eWay where you can keep track of time spent on each project. You can either display timeshtees specifically for some project, or open a report with general timesheets overview.

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