Create eWay-CRM Account and Connect to Database (eWay-CRM Version Lower Than 7.1)
If you are moving to the higher version of eWay-CRM or you are experiencing eWay-CRM for the first time, we created simple guide for creating eWay-CRM account and the database. This welcome window allows you to set the database.
When you launch eWay-CRM for the first time, a new window will open over the MS Outlook window. By the new window, you are welcomed to eWay-CRM. Following text describes the quick and efficient way to use this window. Steps are:
- Select the Language
- Select the Type of eWay-CRM Edition
- Choose the Form of the Database
- Select Modules
- Customize Your eWay-CRM Before Account Creation
- Finish Your Registration
- Login to Your Existing Account
1) Select the Language
Primarily, the language of eWay-CRM is set by the installation. But the first dialog allows you to select one of the supported languages in what the welcome window and then eWay-CRM will be displayed.
Now, you need to choose:
- Create a New Account - If you do not have an account that will allow you to use eWay-CRM.
- Already have an account? Login - If you already have an eWay-CRM account.
If you want to close the window without changes, click Cancel.
2) Select the Type of eWay-CRM Edition
eWay-CRM has two different editions - eWay-CRM Premium Trial and eWay-CRM Free (Free version does not support professional email service). For more information, go to How to Choose the Right Edition.
If you select one of the editions, you will see new dialog with this form (it is same for eWay-CRM Premium Trial and eWay-CRM Free edition):
| Fields | Mandatory | Description |
|---|---|---|
| First Name | Yes | Your first name. |
| Last Name | Yes | Your last name. |
| Yes | Your email address will be used for your user in eWay-CRM and also for sending credentials to your account. | |
| Phone | Yes | Your phone number. |
| Company | No | Name of your company. It will be used in the customization part of the guide. |
| Country | Yes | It is prefilled with a country based on the setting of the Region in your Microsoft Windows. |
| I agree with the license terms | Yes | Must be marked to go on with registration. There is a link to the license terms. |
| Send me updates on new product... | No | If you marked the check box, we will send you emails with tips on how to improve your work with eWay-CRM. |
In the case you fill in at least mandatory values, confirm your choice by clicking Next.
If you want to go back, click Back. If you want to close the window without changes, click Cancel.
3) Choose the Form of the Database
If you click Next in the previous window, you will see the dialog where you can select one of three forms of creating the database for your new eWay-CRM.
The following text describes all three types. In the case, you select your way of creating the database, confirm your choice by clicking Next.
If you want to go back, click Back. If you want to close the window without changes, click Cancel.
Make me a blank database
If you select the Make me a blank database option and then you click the Next button, you will move to the customization dialog of the guide.
After finalizing the registration, an empty database will be created and you can start filling it with data.
Make me a database with sample data
If you select the Make me a database with sample data option and then click the Next button, you will move to the customization dialog of the guide.
The sample database is designed for those who are working with projects that have set standardized steps. It gives you the database that is pre-filled with data that are suitable for the introduction of work with eWay-CRM. You can use data for your own learning or for tutoring your employees.
Remember that you need to be connected to the internet while you select this option. The sample database cannot be download offline.
Import contacts from Microsoft Outlook
Availability: This option is available since eWay-CRM 6.0.0.
If you select the Import contacts from the Microsoft Outlook option and then you click the Next button, you will move to the customization dialog of the guide.
You should select this option if you want to import the contacts that you have in Microsoft Outlook to eWay-CRM and have them here. You will be sure that you will work with the same contacts in eWay-CRM.
If you also want to create companies that you have filled on Outlook contacts, please mark Automatically create companies when importing contacts.
4) Select Modules
You do not have to install all modules of eWay-CRM, you can select only those you really need. These modules are installed regardless of your selection: Users, Journal, Documents, Emails, Tasks, Calendar, Skills, and Trainings / Certifications.
| Modules | Description |
|---|---|
| Contacts & Companies |
You can create the database of your contacts and companies and save communication with them. This module cannot be turned off. Contacts and Companies modules will be installed and also these reports: Activity on Companies. |
| Sales |
Keep a record of your sales and whole communication. Deals, Exchange Rates and Goals (only Sales Manager goal) module are installed. These reports are available: Activity on Deals, Deal Trend, Deals Forecast and Sales Activity. |
| Projects |
Save all your projects and jobs, their completion level, and plan all your tasks that are related to projects. Projects and Exchange Rates modules are installed. These reports are available: Project Timeline and Planned vs Real Profit. |
| Marketing Campaigns |
You have the option to send bulk mail and track its feedback. The Marketing and Marketing List module is installed. These reports are available: Marketing Results. |
| Quotes & Billing |
Users can create proposals and invoices. Bookkeeping, Products, Discount Lists, and Goals modules are installed. These reports are available: Company Sales and Company Sales by Account Manager. These settings are enabled in the Administration Application: |
| Time Sheets & Planning |
These modules can be installed only in the case you are installing Projects too. Users will be able to plan and register their work time and costs. Time Sheets, Bonuses, Salaries, Leaves, Resource Plan, Work Commitments, and Available Resources modules are installed. These reports are available: Time Sheet, Time Sheet by Company, Time Sheet With Costs, Users Projects Costs Pivot, Users Projects Attendance Pivot, User Vacation, and Project Costs. These settings are enabled in the Administration Application: |
If you click the ? icon, you will see the basic description of modules. When you select all modules you really want, please continue with Next.
5) Customize Your eWay-CRM Before Account Creation
The customization window allows you to adjust the setting of eWay-CRM before you create your account. The values you fill in will customize the eWay-CRM Settings and administration settings of your eWay-CRM. The sections are describing all parts of the Customization setting:
General Settings
| Setting | Description |
|---|---|
| Default Language | Same as you set in the language selection. This will set the Default Language in Administration Application. |
| Default Currency | Based on the Region of your Microsoft Windows. This will set Default Currency in the Administration Application. |
| Automatically save e-mails sent to and received from eWay-CRM contacts | It will set email tracking in the eWay-CRM Settings > Emails tab. |
| Send error logs to help us improve eWay-CRM | A check box is automatically marked. It will mark the same settings in the eWay-CRM Settings > Default values tab. |
| Apply General Data Protection Rules (GDPR) | GDPR functions will be turned on in your eWay-CRM. For more information, go to GDPR in eWay-CRM. |
Your Company Details
| Settings | Description |
|---|---|
| Company Name | Same as you insert in the form after edition selection. It will be used for the Microsoft Word templates - e.g. when you are want to print a proposal or invoice. |
| Street, City, ZIP, State | They will be used for the Microsoft Word templates - e.g. when you are want to print a proposal or invoice. |
If you customize the settings, go on by clicking Next. The eWay-CRM account and database will be created.
If you want to go back, click Back. If you want to close the window without changes, click Cancel.
6) Finish Your Registration
The final window shows you the progress of the registration. The database is created and data can be imported when you selected to download the sample database. You need to wait until you see a dialog like this:
Click Start eWay-CRM and you can use your eWay-CRM.
Important: Be sure you keep your login information you received to your email address, you may use them later after installation to new PC or for login to eWay-CRM Mobile.
7) Login to Your Existing Account
If you already have an account from the past, you can click Login right after the language selection. If you click Login, you will see this form:
We prefilled login data that are the same you received by email in step 5 of the registration. Now, if you click Next, the login will complete and you will see this success window:
Click Start eWay-CRM and you can use your eWay-CRM.