How to Synchronize Outlook Contacts With eWay-CRM

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How to Start Using eWay-CRM » Contacts » How to Synchronize Outlook Contacts With eWay-CRM

Apart from one-time import of contacts from Outlook to eWay-CRM, you may want to synchronize your existing Outlook contacts with eWay-CRM. This way, changes made in the Outlook contact will affect the corresponding contacts in eWay-CRM and vice versa.

Synchronization will also allow you to access your contacts on mobile devices synced with Outlook.

eWay-CRM allows you to synchronize contacts automatically or manually.

Automatic Synchronization

  1. On the eWay-CRM ribbon, go to eWay-CRM Settings > Contacts and check the box Automatically Synchronize eWay-CRM Contacts With Microsoft Outlook Contacts.

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  2. If you want to synchronize only a specific group of contacts, you can check the box Set synchronization condition from eWay-CRM to Microsoft Outlook and apply a filter (see an example below).

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  3. Optionally, you can exclude your private contacts in Outlook from synchronization (Do Not Synchronize Private Contacts From Microsoft Outlook).

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  4. By default, if you delete a contact from eWay-CRM it won’t be deleted from Outlook automatically and vice versa. To change the settings, check Remove Corresponding Outlook Contacts When Removing eWay-CRM Contacts and Remove Corresponding eWay-CRM Contacts When Removing Outlook Contacts.

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  5. Click OK and restart Outlook. As soon as Outlook starts again, it will import all your eWay-CRM contacts into Outlook and vice versa.

Manual Synchronization

If you want to synchronize just some specific contacts, follow the instructions below.

  1. Open the contact list in Microsoft Outlook.
  2. Select all contacts that you want to synchronize with eWay-CRM (you can use Ctrl+A or Shift+A to highlight required contacts).
  3. Right click on them and select Synchronize With eWay-CRM.

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Or click Synchronize With eWay-CRM in the contact window in the top right corner.

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