How to Make eWay-CRM Items Visible in Outlook Task List

To Get eWay-CRM Data into Your Outlook Task List

How to Start Using eWay-CRM » Tasks » How to Make eWay-CRM Items Visible in Outlook Task List

 If you assign a superior item (lead, project, company, contact) to an Outlook task, the task is saved to eWay-CRM, too. From that very moment it does not matter whether you work with a task in Microsoft Outlook or in eWay-CRM. Everything is automatically synchronized.

When you work with you tasks in Microsoft Outlook you would probably want to see the Superior item (leads/projects), Company and Contact colums in the task list as it’s shown in the picture below.

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To do that:

  1. Right-click the name of any column in the Microsoft Outlook Task module and select View settings.

    how_visible_task_02

  2. Choose Columns in the dialog window.

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  3. To add the column Company, go to Frequently-used fields, select Company and click the Add -> button.

    how_visible_task_04

  4. To add the column Superior item and Contact, go to User-defined fields in folder, select Superior item (eWay-CRM) and Contact (eWay-CRM) and click Add -> button.

    how_visible_task_05

  5. Use buttons Move Up and Move Down to put the colums in the right order.

    how_visible_task_06

  6. Confirm your choice with OK.

Now, the Company, Superior item (eWay-CRM) and Contact (eWay-CRM) columns are displayed in the Task list of Microsoft Outlook.

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