How to Make Emails Available Offline

Learn how to read your colleagues emails offline

How to Start Using eWay-CRM » Emails » How to Make Emails Available Offline

Imagine you are getting on a plane or going to another place without Internet connection. eWay-CRM allows you to save and review emails of your colleagues in the offline mode. You can make either all or selected emails available offline.

Making Selected Emails Available Offline

Right-click on an email (or several selected emails) and check Keep offline copy.

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Now, this email is saved on your computer and will be available in the offline mode.

 

Making All Emails Available Offline Automatically

This option is used mainly by companies, whose employees travel a lot, frequently do not have an Internet connection and may need offline access to their co-workers‘ emails and/or documents.  Additional space on your hard drive will be required in this case, or you may need to delete outdated emails and documents.

  1. Click Administration Settings on the eWay-CRM ribbon and Log In.

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  2. Go to General Settings> Global settings > Category: Main and double-click on Keep all documents and emails offline on all client computers.

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  3. Type 1 into the field and click OK.

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  4. Wait for 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

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Now, all emails and documents will be available in the offline mode for all eWay-CRM users.

Do you have questions? Our consultants have answers.

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