How to Upgrade eWay-CRM

Learn how to upgrade eWay-CRM to stay with the latest news.

How to Start Using eWay-CRM » Administration / Customization » 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.

how_to_upgrade_1

  1. Log In and continue to section Updates (under General Settings).

how_to_upgrade_2

  1. 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.

how_to_upgrade_3

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

    update_01

  2. All Microsoft Office programs need to be closed so that eWay-CRM can be updated properly.
  3. In the end, a “Success Message” appears. You can run Microsoft Outlook.

update_02

Do you have questions? Our consultants have answers.

Please leave this field empty.