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How to Upgrade eWay-CRM

Since eWay-CRM consists of server and client component it is required that both are upgraded, but this process is very simple.

Step 1: Upgrade the Server / Cloud Component

 

1. In Microsoft Outlook, click the tab eWay-CRM > Administration Settings.

2. Log in and continue to General Settings> Updates.

3. There will be a new update waiting for you. You can read the list of new features. If you like them, just click Install the update.

4. The Server component update will begin. eWay-CRM will automatically back up the data. The update process may take couple of minutes, depending on how big is the server database. In the end, you will receive a "Success Message".

Step 2: Update the eWay-CRM Outlook Add-in

The eWay-CRM Outlook Add-In has to be updated on all PCs.

  1. Right click on the eWay-CRM icon in your system tray area and choose Update to the latest version.

  2. Please close all other Microsoft Office programs so that eWay-CRM can be updated properly.

  3. In the end, a “Success Message” appears. You can run Microsoft Outlook.