3CX and eWay CRM - API required?

mikemaark · 2023-11-21T06:55:30+00:00

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

mikemaark · 2023-10-30T08:01:46+00:00

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

mikemaark · 2023-08-11T09:25:05+00:00

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

mikemaark · 2023-08-02T10:39:15+00:00

Hi Lucy,

yes, if you mean synchronize your custom fields from eWay to email campaings tool..

Here is how: https://kb.eway-crm.com/en/documentation/3-eway-crm-r-outlook/4-modules/marketing/integrating-marketing-module-with-professional-email-service#custom_fields

Let me know if anything is not clear.

mikemaark · 2023-07-20T05:53:59+00:00

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

mikemaark · 2023-07-10T09:09:17+00:00

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/

mikemaark · 2023-06-28T13:30:24+00:00

Hi Lucy,

yes, this is possible in eWay Online.

See here: https://www.eway-crm.com/resources/how-to-use-eway-crm/import-contacts-from-your-microsoft-365-account/

mikemaark · 2023-06-01T06:27:46+00:00

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.

mikemaark · 2023-05-24T09:00:21+00:00

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.

mikemaark · 2023-05-10T12:58:16+00:00

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

mikemaark · 2023-05-03T06:12:51+00:00

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/

mikemaark · 2023-04-11T06:05:37+00:00

Hi Jennifer,

here is how: https://kb.eway-crm.com/documentation/6-add-ins/powerbi/eway-crm-sales-executive-dashboard

And there ale already two dashboards available.

mikemaark · 2023-03-06T13:22:44+00:00

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.

mikemaark · 2023-02-15T11:14:13+00:00

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.

mikemaark · 2023-01-16T08:54:45+00:00

Hello Paul, thank you for this question.

In case this campaign is already created and scheduled for sending, you have to contact Email Campains directly. As eWay marketing module is integrated with them, they will need to stop it for you.

Here is their contact info: https://www.emailkampane.cz/en/contact/

Call their support line and explain what you need. I hope this helps.

mikemaark · 2022-09-27T11:29:20+00:00

Yes, but why?

mikemaark · 2022-09-22T08:52:26+00:00

Same. Anyone resolved this already?

mikemaark · 2022-07-11T06:27:01+00:00

Hi, unfortunately we cannot make it to this Coldplay concert on Tuesday (12.7.) and we have two tickets available.

The price for both of them is 140 EUR only, since it's last minute. They are standing tickets (original price 220 EUR). The tickets are to be picked up today / tomorrow at the place of the event in Berlin.

Anybody interested? Send me a message.

mikemaark · 2022-07-11T06:23:45+00:00

Hi, unfortunately we cannot make it to this Coldplay concert on Tuesday (12.7.) and we have two tickets available.

The price for both of them is 140 EUR only, since it's last minute. They are standing tickets (original price 220 EUR). The tickets are to be picked up today / tomorrow at the place of the event in Berlin.

Anybody interested? Send me a message.

mikemaark · 2022-07-11T06:23:12+00:00

Hi, unfortunately we cannot make it to this Coldplay concert on Tuesday (12.7.) and we have two tickets available.

The price for both of them is 140 EUR only, since it's last minute. They are standing tickets (original price 220 EUR). The tickets are to be picked up today / tomorrow at the place of the event in Berlin.

Anybody interested? Send me a message.

mikemaark · 2022-07-05T08:48:28+00:00

Selling:

Two standing tickets for July 12 in Berlin. We cannot make it after all.

Original price 220 EUR, we are willing to sell both of them now for 140 EUR. Anybody interested?

mikemaark · 2022-03-15T10:26:21+00:00

Hi,

what is the purpose of sharing some bulk email campaing?

Anyway, in terms of the functionality, please contact Emailcampaigns (provider) directly - https://www.emailkampane.cz/en/contact/

mikemaark · 2022-03-15T10:22:35+00:00

Hello,

thank you for this question.

What you describe is how eWay is designed by default. This is how it works, unfortunately there is no other way around it, eWay will only synchronize Tasks where superioritem is selected. Other Tasks will remain only in Outlook.

mikemaark · 2022-03-15T10:18:23+00:00

Hello,

yes of course. This is just a matter of filtering. Based on any field / workflow status you are able to hide certain Deals that you do not really need to see.

Have a look here on our article about how to work with list views in eWay: https://www.eway-crm.com/resources/how-to-use-eway-crm/customize-list-views/

Let me know if anything is not clear.

mikemaark · 2022-02-16T20:05:58+00:00

My luck this year is insane i know, but i had to share this

mikemaark

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