Contacts

The Contacts module is primarily intended for the administration of persons you collaborate with (customers, suppliers, clients, etc.). The Contacts module represents an electronic replacement of your address book. You can easily manage your contacts in eWay-CRM and relate them to projects, companies, events, etc. You can see all relations in the Contact window in particular tabs. You can find phone numbers, email addresses, and other entries about a contact in its Contact window. All data has to be previously added by you or other authorized users.

This article focuses on the basics of the Contacts module in eWay-CRM Online. If you want more general information about this module, please go to the description of the module for eWay-CRM Desktop.

Contacts List

Clicking the module name in the top part of the eWay-CRM Online page, you get into the contacts list.

When you click the link, you will see the list of all items that your user has permission to.

You can search items in the list, filter them, customize the list, etc. For more information about list opinions, go to List of Items Introduction.

Item Preview

When you click an item, its preview panel shows on the right side of the web page where you can see the values of the items and also some relations. For more information about the preview, go to Item Preview.

Contact Dialog

Find out basic information about item creation and editing here: Create and Edit Items.

If you want to open an item, just double-click it. You will see similar details:

Field	Description
Basic Information	Name of the contact, company, role in the company, and email contacts.
Address	The business, home, and other address.
Note	You can add the general text to your contact.

Note: When creating contacts from emails, you can use the artificial intelligence feature, which fills in the fields automatically. For more information, see the AI Features in eWay-CRM.

When you want to display other fields or customize your dialog, use Form Designer in eWay-CRM Desktop. eWay-CRM Online displays a dialog similar to Microsoft Desktop, but some differences can happen due to the position of field groups in eWay-CRM Desktop - eWay-CRM Online does not use only the horizontal position of the field group, but the vertical is also important, e.g. when the group is on the right in eWay-CRM Desktop but it is higher than the group on the left, it is displayed higher in eWay-CRM Online.

Item Header

The top part of the item detail allows you to do some basic operations with the item and informs you about the item:

Option	Description
Profile Picture	The picture you related with the item.
Basic Information	Right next to the profile picture, you have basic information about the item so you do not need to find them anywhere else.
Save and Close	Save all changes and close the dialog.
Save	Save all changes.
Delete	Delete the item if you have appropriate permissions.
Add New	Click the button and select the module on the list. A new item window pops up. Fill in values, save the item, and the relation to it is created. For more information, go to Work With Relations.
Link to Existing	Click the button and select the module on the list. The list of all available module items appears. Select the item you want and the relation to it is created.  For more information, go to Work With Relations.
Categories	Add a category to the item - see Create Categories.
Chat in Teams	Share the item using Microsoft Teams - see Send a Link to Open an Item Via Teams.
Share	Use it to share the item as a link or as a message sent by email.
Import Emails	You can import emails from your Microsoft 365 account that are related to the email address filled in the item. The function is activated only in the case there is an email address filed in the email address field. For more information, go to Import Contacts and Emails from Microsoft 365.