eWay-CRM Online can be accessed from your browser and has its settings. Just click the user icon in the top right corner of a webpage and select My Settings.
You will see a dialog with different settings options:
In the General tab, you can change the language in which the web access is displayed. You can choose between English and Czech.
If you change language, you need to save your setting to complete the change.
Availability: This function is available since eWay-CRM 7.7.
The Contacts section allows you to turn on/off the synchronization of contacts. This synchronization runs between your eWay-CRM account and Microsoft 365 account - you create a contact in eWay-CRM and it will be saved in Microsoft Outlook 365, and the other way around. And it is the same for editing existing contacts and their deleting. No, you will have both your contacts' databases up-to-date.
This synchronization can be run on eWay-CRM Desktop too.
When you click the Contacts tab, you will see the dialog, where you turn on the synchronization by clicking Synchronize my Contacts with Microsoft 365 (you can be asked to log in to your Microsoft 365 account):
As soon as you turn the synchronization to the active state, you have these options:
Folder - select a folder in your Microsoft 365 contacts that will be synchronized with eWay-CRM. This should be a folder with your work contacts that you want to use in eWay-CRM too.
Direction - you have these options:
- One-way - this is only a way from eWay-CRM to Outlook. What you save in eWay-CRM will be saved in Outlook, but not the other way around. What is saved in Outlook stays only in Outlook.
- Two-way - synchronization works in both ways, so what you do in Outlook contacts will be saved to eWay-CRM contacts and the other way around. The two-way synchronization must be allowed by the administrator - the setting Enable users to activate a two-way sync with Microsoft 365 - otherwise the two-way synchronization will not be available. If you choose this option, you will be asked to confirm your choice while saving the settings.
Configuration - you have these options:
- Automatically create companies - this setting is available only for two-way synchronization. If the contact in Microsoft Outlook has filled a company, this company is created with contact in eWay-CRM during synchronization and is related to this contact. This option is available only for two-way synchronization and the administrator can make it mandatory by the Create a new company when importing / synchronizing contacts from Outlook, Microsoft 365 or Excel setting. If you choose this option, you will be asked to confirm your choice while saving the settings.
- Synchronize categories - categories will be synchronized between eWay-CRM and Outlook too, but not their colors.
When you set the synchronization, you need to save it to start it. If the synchronization is running for the first time, it could take some time depending on the number of contacts. But the synchronization can run in the background, so you can use eWay-CRM Online as you need.
Not all contact fields are synchronized between Microsoft Outlook and eWay-CRM. This table shows you all fields that are synchronized:
|Field in Microsoft Outlook||Field in eWay-CRM|
|Profile Picture||Profile Picture|
|Job Title||Job Title|
|Web Page Address||Website|
|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|