Calendar

Availability: The Calendar module is available starting from eWay-CRM 9.3.

The Calendar module is not a standalone eWay-CRM Online module. It serves as a connection between eWay-CRM Online and Outlook Online. This means you work in a single environment and can easily keep track of all your events and meetings directly in eWay-CRM.

This article is primarily intended as a basic overview of the module in eWay-CRM Online. For more detailed information about the module as a whole, you can switch to the module description in the eWay-CRM Desktop section.

Calendar

To open the calendar, simply click the module name in the top menu of the eWay-CRM Online webpage.

After clicking the link, the calendars of your Microsoft 365 account will be displayed.

Event detail

When you click an event in the calendar, its details open. In the toolbar, you’ll find the option to open the eWay-CRM add-in.

Once you do so, a preview panel appears showing which items are related to the calendar event, as well as information about whether the calendar is synced with your eWay-CRM account. If it isn’t, just click Update.

More about configuring event synchronization can be found in the Settings article.

Calendar tab on an item

All events saved to a given item can also be found on the item’s detail. So if you open a company with which a meeting was held, you’ll see it on the Calendar tab.

If you have calendar synchronization with Microsoft 365 turned on in Settings, you can just save a regular event in Outlook (desktop or Outlook on the web) - no manual work with the eWay-CRM add-in is needed. As soon as the event's organizer or an attendee has an email address that matches an existing contact, company, or deal in eWay-CRM, the event automatically appears on that item's record.

Create the event in Outlook

You can find the eWay-CRM add-in in the event window under the Apps icon on the ribbon, listed as eWay-CRM - it doesn't need to be opened manually for automatic synchronization, though, it's only there for manual linking or checking the sync status (see the links below).

Create a new event in Outlook and add an attendee whose email address matches an existing contact in eWay-CRM, then save or send the event as usual. If the attendee is not filled, preview panel remains empty.