How to Link Emails to Companies

Attach Emails To Companies Automatically or Manually With eWay-CRM

How to Start Using eWay-CRM » Emails » How to Link Emails to Companies

With eWay-CRM you can choose between saving emails from/to companies automatically and saving selected emails manually.

How to Save Emails Automatically

You can specify conditions for saving emails to companies automatically in eWay-CRM Settings > Emails.

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Now, when you click Send in your Outlook, eWay-CRM will look for the company in the database. If there is such a company, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the company card.

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When you send emails, you can also link them to a Superior Item, i.e. a deal  or a project where this company is specified as a customer.

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You can click on link_emails_companies_05 to open the deal/project in a separate window, you can click on link_emails_companies_06 to search a deal/project, or you can click on link_emails_companies_07 to clear the field.

Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.

How to Save Emails Manually

Right-click on an email in your Inbox and choose Save to eWay-CRM.

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You will see a window as shown below.

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Click Yes  to open the email in eWay-CRM. In the dialog, you can make sure that eWay-CRM has found the company and you can see it in the Companies tab in the bottom part of the window.

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If eWay-CRM couldn’t find the company automatically, you can add it using a button Link to Existing Company on the top ribbon.

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Alternatively, you can drag and drop emails from your Inbox right to the Emails tab. This option especially makes sense if you want to save several emails at once.

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Do you have questions? Our consultants have answers.

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