Form Designer (Tutorial for eWay-CRM Customization)

Описание: Need to customize the look of eWay-CRM screens? Watch this video. Learn how to work with our Form Designer and set eWay-CRM to fit your needs.

eWay-CRM even allows you to define multiple types of an item, for example, multiple types of contacts, and assign a different layout to each.

Written tutorial available here https://www.eway-crm.com/resources/ho....


📋 Chapters:
00:00 Introduction
01:29 Option 1: Setting a custom form for all records, for example contacts
03:40 Option 2: Setting custom forms different types of items, such as contacts
06:30 Option 3: Setting custom forms for different roles in eWay-CRM Online
08:40 Conclusion


💡 About eWay-CRM:

eWay-CRM is a CRM that sits right inside your Outlook. It helps organizations worldwide manage contacts, companies, deals, projects, and marketing campaigns.

We intentionally made eWay-CRM the Outlook add-in because this is where you already live in. You keep there your emails, meetings, contacts, and tasks. Why don't you take what you already use and make it better?

🌐 Find more at https://www.eway-crm.com/

Be effective! With eWay-CRM. The best CRM in Outlook.
#ewaycrm #Beeffective #crm #outlook


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