You are here: Home / Documentation / 2. Installation / 2.4 Getting Started With eWay-CRM / Microsoft Outlook 2010 and Higher: eWay-CRM User Interface

Microsoft Outlook 2010 and Higher: 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 2010 or higher.

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 Windows main 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.

    Ribbons in eWay-CRM

    eWay-CRM is fully integrated with Outlook ribbons in which you can find the most frequently used functions of the system. This gives you a quick access to the most important modules. A full list of functions can be found in eWay-CRM tab.

    eWay-CRM Tab

    This tab comprises an extended list of system modules and access to settings, Administration Settings and to eWay-CRM help.

    Minimize the Ribbon

    In the right bottom corner of the ribbon, there is button for its simplified version.

     

    When you click the icon and you are using Microsoft Office 2019 or Microsoft Office 365, ribbon will change to this form: 

    Availability: Simplified ribbon is available since eWay-CRM 5.3.1 when you are using Microsoft Office 2019.

    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 into 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).