Manual Contacts Saving Between Microsoft Outlook and eWay-CRM Desktop
eWay-CRM Desktop also has its own Contacts module. This is a different module from the one in Microsoft Outlook, but eWay-CRM Desktop is fully integrated with it and offers a function for two-way record saving. This ensures that you don’t have to update a contact in multiple places. If you edit a contact in Microsoft Outlook, the changes will also appear in eWay-CRM Desktop Contacts, and vice versa.
Contacts can be completely synchronized via automatic synchronization (see Automatic Synchronization of Contacts Between Microsoft Outlook and eWay-CRM Desktop), or you can select a few contacts to synchronize manually. You can do this in the following ways.
Contact Saving From Microsoft Outlook to eWay-CRM Desktop
Select the contacts from your Microsoft Outlook contact list that you want to save to eWay-CRM. Right-clicking them will bring up a context menu from which you select the option Save to eWay-CRM.
You can also save a contact directly from the contact window in Microsoft Outlook. Clicking Save to eWay-CRM, in the upper right corner of the contact window, will synchronize the contact with eWay-CRM Desktop.
Information about adjusting contact synchronization can be found in the article Contacts Tab.
Contact Saving From eWay-CRM Desktop to Microsoft Outlook
Similarly, it is possible to save contacts and their changes from eWay-CRM Desktop to Outlook. This can be done from the contact list in eWay-CRM Desktop – simply right-click the selected contact and choose Import to Outlook.
Alternatively, after opening a contact, click the three dots at the top and then select Import to Outlook.
Synchronized Fields
Not all contact fields are synchronized between Microsoft Outlook and eWay-CRM. This table shows you all the fields that are synchronized:
| Field in Microsoft Outlook | Field in eWay-CRM |
| Profile Picture | Profile Picture |
| Title | Title |
| First | First Name |
| Middle | Middle Name |
| Last | Last Name |
| Suffix | Suffix |
| Company | Company |
| Job Title | Job Title |
| Department | Department |
| Web Page Address | Website |
| Email 1 | |
| E-mail 2 | Email 2 |
| E-mail 3 | Email 3 |
| Business Address (Street, City, State, ZIP, Country) | Business Address (Street, City, State, ZIP, Country) |
| Home Address (Street, City, State, ZIP, Country) | Home Address (Street, City, State, ZIP, Country) |
| Other Address (Street, City, State, ZIP, Country) | Other Address (Street, City, State, ZIP, Country) |
| Phone Number: Business | Business |
| Phone Number: Business 2 | Business 2 |
| Phone Number: Home | Home |
| Phone Number: Mobile | Mobile |
| Phone Number: Business Fax | Business Fax |
| Phone Number: Other | Other |
| Notes | Note |