Settings

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:

General

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 settings to complete the change.

Contacts

This feature is available in the module Contacts & Companies (Professional).

Warning
To use synchronization of contacts with Microsoft 365, your eWay-CRM must run in our cloud. If you use eWay-CRM on-premises, this feature will not be available.
You also need to have export permissions for the Contacts module - see Module Permissions.

Availability: This function has been 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.

The synchronization can also be run right from the contacts list, just click Synchronize with Microsoft 365. When the synchronization is set and is running, the button is pressed.

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.

Synchronized Fields

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
Title Title
First First Name
Middle Middle Name
Last Last Name
Suffix Suffix
Company Company
Job Title Job Title
Department Department
Web Page Address Website
E-mail Email 1
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
Notes Note

Emails

This feature is available in the module Contacts & Companies (Professional).
Warning
To use synchronization of emails with Microsoft 365, your eWay-CRM must run in our cloud. If you use eWay-CRM on-premises, this feature will not be available.
You also need to have export permissions for the Emails module - see Module Permissions.

Availability: This function has been available since eWay-CRM 8.1.

The Emails section allows you to turn on/off the automatic saving of emails. This synchronization runs between your eWay-CRM account and Microsoft 365 account - you send/receive an email and it will be saved in eWay-CRM based on your criteria.

The synchronization can also be run right from the email list, just click Connect Your Mailbox.

This synchronization can be run on eWay-CRM Desktop too.

To automatically synchronize emails, you need to click Add New Mailbox and log into your Microsoft 365 account (you can add more than one account).

The email account is automatically turned on (the toggle is active), but you can always make it inactive or even delete the account from this setting.

Automatically saved emails can be automatically added to one category or even more categories. Just set it in Automatically Categorize Saved Emails. You can create a new category for automatically saved emails here.

Now, you can set what incoming emails will be automatically saved:

  • Automatically Track All Emails - all emails from the account(s) will be saved (all other possibilities will be automatically checked)
  • Automatically Track Emails From Contacts - only emails from contacts with email addresses saved in eWay-CRM will be tracked
  • Automatically Track Emails From Users - only emails from users with email addresses saved in eWay-CRM will be tracked
  • Automatically Track Emails From Companies - only emails from companies with email addresses saved in eWay-CRM will be tracked

We recommend tracking only emails from contacts and companies that should be related to your business. The communication with users can be internal and personal and not intended for all to see in eWay-CRM. But of course, the setting depends on you.

Now, you can set what outgoing emails will be automatically saved:

  • Track All Emails - all emails from the account(s) will be saved (all other possibilities will be automatically checked)
  • Track Emails From Contacts - only emails from contacts with email addresses saved in eWay-CRM will be tracked
  • Track Emails From Users - only emails from users with email addresses saved in eWay-CRM will be tracked
  • Track Emails From Companies - only emails from companies with email addresses saved in eWay-CRM will be tracked

We recommend tracking only emails from contacts and companies that should be related to your business. The communication with users can be internal and personal and not intended for all to see in eWay-CRM. But of course, the setting depends on you.

You can add what domain(s) will be ignored - none of the emails from or to this domain will be saved to eWay-CRM. You can add more domains. This setting is applied only to your user. If you want to set it for all users in your eWay-CRM, go to Don't save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook).

You can add what domain(s) will be always saved - all of the emails from or to this domain will be saved to eWay-CRM even though email addresses are not saved in eWay-CRM. You can add more domains. This setting is applied only to your user. If you want to set it for all users in your eWay-CRM, go to Always save emails sent/received from the following domains (supports saving emails via Microsoft 365, not via Microsoft Outlook).

Always save your settings.

If you are saving the settings for the first time or you are adding a new email account, you will be asked whether you want to save also older emails from the email account. You can set that you want to save all emails or only emails from/to your eWay-CRM contacts. You can also set the period that will be saved. Then, just click Import Email History.

As soon as you have set it, emails from selected email accounts will be automatically saved to eWay-CRM based on your criteria.

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