eWay-CRM® is an addin for Microsoft Outlook. It extends the Outlook main ribbon of new modules so that you can quickly access the company database. The eWay-CRM® appearance can vary depending on what version of Microsoft Outlook you use. We always accommodate to the look of your Outlook in order to provide one single piece of software you work with. Let us take a look at how eWay-CRM® looks in Microsoft Office 2010 and higher.
eWay Agent is a process that runs in the background and provides automatic synchronization of data between the server and the eWay-CRM® Outlook Addin. It is represented as a small icon in the Windows system tray area. The icon changes color according to its status. eWay Agent has these basic statuses:
|All items are synchronized. The displayed data are accurate.|
|The synchronization of items with the server is running or eWay-CRM is just now connecting to the server.|
|The connection to the server is not available at this time – as soon as the connection is restored, synchronization will run automatically.|
|eWay-CRM is offline at the moment – you can cancel this setting by right-clicking the eWay Agent icon and canceling the Work offline option. This mode allows you to work with your data even without a connection to the internet or to the server.|
|eWay-CRM Desktop is logging in to its account.|
|You have a new eWay-CRM Desktop update available and you can install it.|
|eWay-CRM invoice is 3 days past due. The application is in 10-day period when you can still use all its functions.|
|eWay-CRM Desktop is launching.|
Note: In the case your license expires, 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 tooltip (see picture below) and eWay Agent turns red. From this moment, 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.
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.
eWay-CRM® data are listed in the Outlook main area. If you click on any eWay-CRM® module, a grid with the data appears. 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 later use. You can display only those data you need. For more information, visit the chapter Main List in our documentation.
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).