You are here: Home / Documentation / 7. eWay-CRM Mobile / Installation and Initial Synchronization

Installation and Initial Synchronization

Contents

System Requirements for eWay-CRM Mobile

eWay-CRM Mobile is available for all smart phones with Android or iOS operating systems. Version for Android and version for iOS can differ.

Android

Minimum requirements:

  • 4.1 Jelly Bean
  • eWay-CRM 4.3.0.84 and higher
  • 1.2 GHz Dual Core
  • 1 GB RAM
  • 200 MB of internal storage space (used space depends on the size of the database)

Recommended requirements:

  • Android 7.1 Nougat
  • 2 GB RAM
  • 2.0 GHz CPU Quad Core
  • 1 GB of internal storage space (used space depends on the size of the database)

iOS

Minimum requirements:

  • iOS 9.3
  • iPhone 5s
  • eWay-CRM 4.4.0.72 and higher
  • 200 MB of internal storage space (used space depends on the size of the database)

Recommended requirements:

  • iOS 11.1
  • iPhone 6s/SE
  • 1GB of internal storage space (used space depends on the size of the database)

Important: If the eWay-CRM database contains hundreds of thousands items in HUB or tens of thousands items in main modules (contacts, companies, deals and projects), the recommended requirements are necesary for the smooth function of eWay-CRM Mobile.

Installing eWay-CRM Mobile

eWay-CRM Mobile is compatible with eWay-CRM Premium only.

To upgrade your Free version to Premium, follow this instruction.

If you do not have an account, download eWay-CRM from our website, install the software and create an eWay-CRM Premium account following this instruction. After the registration, you will receive an email like in the picture below:

Once you have a Premium account, follow the steps below:

  1. Go to the Google Play Store / App Store.

  1. Search for "eway-crm".

  1. Install eWay-CRM Mobile.

  1. Now, the application is installed on your phone.

Logging in to eWay-CRM Mobile and Initial Synchronization

We recommend that you switch to a Wi-Fi connection if possible for the initial synchronization while eWay-CRM is uploading data on your mobile phone.

The default language of eWay-CRM is English. There is also Czech version of application.

If you have set Czech as language on your phone, eWay-CRM will be displayed in Czech. For other language settings of your mobile phone, eWay-CRM will be displayed in default language.

Follow these steps:

  1. Tap on the eWay-CRM icon and  type in your credentials for the first time. Use Webservice address, Username and Password for your Premium account. Credentials are same as you are using for login to eWay-CRM in Microsoft Outlook - see How to Set or Change Web Service Address.

  1. Click LOG IN and your first synchronization will start immediately.
    Before login, you can choose whether you want to use your cellular data for synchronization. Use Cellular Data need to be unmarked if you do not want to use them.
    Important: Initial synchronization of large database can use significant amount of your cellular data. But do not worry, if you want to use cellular data and your WiFi goes offline, you will be asked whether you really want to use cellular data for large synchronization.
  2. After the login, you will see the main screen of eWay-CRM Mobile and a notification about the status of synchronization at the bottom of the screen.

You can click Details to see the progress of the synchronization.

Or swipe from the top of the screen to see the progress bar as a notification on your Android phone.

You can use the application even when the synchronization is not complete, but we recommend to wait until data is synchronized between your phone and the database.

If you need our assistance, contact us through the contact form on our web-site or email us at [email protected].

Change Account You Are Logging Into in eWay-CRM Mobile

 If you want to change the user you are logged into your eWay-CRM Mobile, you can do it by following these steps (but remember, you can be logged into only to one eWay-CRM account at once in eWay-CRM Mobile):

  1. Tap Settings in the main activity of eWay-CRM Mobile.

  1. Select Connection.

  1. Change your credentials to those you want to log to them and click Log In.

  1. When you click Log In and your credentials are correct, initial synchronization of new account will start.

Log In section allows you to change whether you want use cellular data for synchronization. This setting is not dependent on login itself. If you want to change cellular data setting, you do not need to confirm it by clicking Log In button. 

Important: Synchronization of large database can use significant amount of your cellular data. But do not worry, if you want to use cellular data and your WiFi goes offline, you will be asked whether you really want to use cellular data for large synchronization.

Removing eWay-CRM Mobile on Android phone

In case you want to remove eWay-CRM database from your phone completely, follow the instruction below:

  1. Go to Settings on your mobile phone.

  1. Select Accounts.

  1. Choose eWay-CRM.

  1. Tap the three dots icon in the top right corner of the screen.

  1. Select Remove account.

  1. Now, your eWay-CRM account is removed.