Hvordan kategorisere E-post lagret i eWay-CRM

Microsoft Outlook does not support categories for IMAP accounts.

eWay-CRM can automatically assign an Outlook category to all emails saved in eWay-CRM. A color tag will help you easily distinguish them in your mailbox.

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  1. First, we need to create a category in eWay-CRM. Open Administration Settings > Groups and click New in the top left corner. Fill in the Group Name and check Used for categorization in Outlook. To find out more about creating categories, have a look here.

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  2. Wait for 30 sec 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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  3. Click on eWay-CRM Settings in the main ribbon.

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  4. Under the tab E-mails, check Automatically categorize saved e-mails and select the category.

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  5. Now, we need to create the category eWay-CRM in your Outlook too. Right click on any email and press Categorizeand All categories.

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  6. Press New and create the category eWay-CRM here as well. Choose the color you like.

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Now, all new emails saved to eWay-CRM will automatically get the category – a color tag.

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