You are here: Home / Documentation / 2. Installation / 2.4 Getting Started With eWay-CRM / Microsoft Outlook 2003/2007: eWay-CRM User Interface

Microsoft Outlook 2003/2007: eWay-CRM User Interface

The eWay-CRM system is intended as a program supplement to Microsoft Outlook. Consequently, the control elements are to be found in the MS Outlook user interface. The appearance and control of our system is slightly varied in the different versions of MS Outlook, but that's because of Outlook's development and our willingness to maximize the use of the possibilities which Outlook provides. Let's take a look at how to control eWay-CRM if you have installed Microsoft Office 2003 or 2007.

Overview

If you click the individual control elements of eWay-CRM, as shown in the picture below, you'll be forwarded to a text which describes each element.

eWay Agent

eWay Agent is a process which runs in the background and provides automatic synchronization of data between the server and the eWay-CRM application. It will appear as a small icon on the main Windows panel near the clocks. The icon will change colour according to its status. eWay Agent has these basic four statuses (the first column is showing the standard design of the eWay Agent; the second column is showing images in the case that your licence will expire in seven days or earlier):

    All items are synchronized. Displayed data are accurate.
    The synchronization of items with  the server is running or connecting to the server.
    The connection to the server is not available at this time – as soon as connection is restored, synchronization will run automatically.
    eWay-CRM is momentarily offline – you can cancel this setting by right-clicking the eWay Agent icon and cancelling the Work offline option. This mode allows you to work with data without connection either to the internet or to the server.

      Note: In the case your licence will expire, you will be informed not only by the exclamation mark over the eWay Agent icon, but also by the bubble above the eWay Agent.

      If the license is expired, you will be informed by the bubble (see picture below) and eWay Agent turns red. From this moment, the synchronization is not available!

      Synchronization Did Not Pass for More Than 3 Days

      eWay Agent gives you information not only of the synchronization process, the status of eWay-CRM, but also of the fact that synchronization did not pass in a longer period of time. If the synchronization did not pass for more than 3 days, eWay Agent would show the bubble that informs you about this situation. On the basis of this notice, you can try to process the synchronization, find out the malfunction or arrange the help.

      eWay-CRM Menu

      The eWay menu is entirely integrated with the Outlook menu and you can find it among File, Tools, Help and so on. The menu provides access to the eWay-CRM settings and administration settings (only in multi-version), where you can find information about the product version or link to our help centre.

      The menu also provides options for working with items thanks to the buttons Go To and New. However you can use them (usually more easily) within the eWay-CRM working buttons which are situated among the Outlook toolbars. Use this menu for the access to the Journal and Emails modules.

      eWay-CRM Toolbar

      When you look at the Outlook toolbar you will see new buttons which are not found on the standard Outlook toolbar. Thanks to them you can simply switch between the main eWay-CRM modules with one click and work with your data. Clicking on Projects, Deals, Companies and so on will display a list of current items – the so called module list. For access to Journals and Emails use the eWay-CRM menu.

      There are few methods to create items in eWay-CRM. One of them is the New button on the eWay-CRM toolbar where you select the type of item you want to create. Depending on your choice a dialog window will appear in which you enter information about your new item. There is also the possibility to create new relations between the new item and items from other modules (for example you can relate a Contact person to a Company or you can add a Report to a Project). More information about the possibilities with data work can be found in section Work With Item Window.

      Another possibility is Search in eWay, which is situated on the toolbar. This function is full-text string searching across all items stored in eWay-CRM, regardless of type. Finally, there is the eWay Today button. This function shows you a summary overview of your Projects, your last changed items and other information.

      Modules' Lists

      Data from eWay-CRM are listed in the part of the Outlook window which is usually dedicated to working with emails, calendar and tasks. When you click othe eWay-CRM modules icon, emails will be replaced by a list of data from your chosen module. If you want to return, just click any Outlook module (Emails, Tasks, Calendar).

      Items in the eWay-CRM lists can be sorted, filtered, grouped or the column-view-adjusted according to your needs. You can save your defined views for subsequent use. You will get an overview of everything in which you have an interest. For more details visit section Main List, where the creation of items is also described.

      eWay-CRM Functions Embedded to MS Outlook

      eWay-CRM is not simply toolbars with modules. We want to provide you the maximum comfort when using our modules and functions, so we embedded them directly into the Outlook context menu and they can also be found in Tools in order to work with an item (in Emails, Tasks, Contacts).