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DIDI YOU KNOW...
...That in eWay-CRM you can easily make a relation field to any module? Just do the following:
- Click on Administration Center in the ribbon in eWay-CRM.
- Go to Custom Fields and select a module (here the contact) where you want to make a relation field.
- Click on Add a Field.
- Name the field and select Relation type.
- At the bottom Related Table appears where you can select from all the modules.
- As soon as you make the field and your eWay-CRM is synchronized the field appears in the contact in Custom Fields.
For more advanced tips, go to our Knowledge Base.
Be effective! With eWay-CRM.