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.

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

  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.

  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.


  2. All Microsoft Office programs need to be closed so that eWay-CRM can be updated properly.
  3. In the end, after successful update, Microsoft Outlook will be opened.

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