eWay-CRM Settings

The eWay-CRM Settings section allows default adjustment of the system which each user defines according to his or her needs. This section can be displayed in several ways as listed below:

• In the main menu of MS Outlook select eWay-CRM Desktop. Then select Options > eWay-CRM Settings
• From the eWay-CRM toolbar, which is situated on the left side next to the field for full-text search, select Options  > eWay-CRM Settings
• The new version of MS Outlook (2010 and higher) has the eWay-CRM Settings button on the eWay-CRM ribbon

The eWay-CRM Settings window contains these tabs:

• General
• Emails
• Contacts
• Calendars
• Tasks
• Telephony
• Connection
• Advanced
• Global Settings (only eWay-CRM Basic that is not supported anymore)

 

If you can't find the required settings, it is possible that such a setting is only accessible to the administrator. A description of administrator settings options can be found in the section Administration Center.