Create a Contact from an Email

Learn how to create new contact with two clicks.

Applies to

Note

If you save multiple contacts by one company, your contacts will be nicely organized and all emails will be automatically linked with the company too. If you open the company, you will find there all related contacts including the history of their communications.

You also add a company just as a text. The company won’t be created in our module Companies but will be listed as plaintext by the contact.

Tip for elimination of duplicates

To prevent duplicates, turn on the duplicate check in the Administration Center > Features > Contacts & Companies. Turn on Check for duplicates (by any of the email addresses). More here.

eWay-CRM Desktop

To create a contact from an email, right-click the email in your mailbox and select Convert to Contact in the context menu.

Convert Email to Contact

Or open the email and click Convert to Contact in the top right part of the email window.

Convert Email to Contact

A new contact card will be created with the email attached to it.

Note

If the user has a Gravatar account and there is a picture related to his or her email address, eWay-CRM downloads this profile picture. eWay-CRM will download also the profile picture of the contact while importing contacts from Microsoft 365 or importing contacts from Outlook.

Contact Created From Email

Field	AI feature is NOT activated	AI feature is activated
Full Name	eWay-CRM tries to find a contact with an identical email address and transfer the first and last name from the contact card. If there is no such contact, it will use the prefix of the email address.	AI tries to find it in the email signature or anywhere else in the body.
Company	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Job Title	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Email 1	The sender’s email address.	The sender’s email address.
Business (phone number)	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Address (street, City, ZIP)	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Country	It is not filled in if a default value is not set in the field.	It is filled in based on the phone number prefix.
Relation to the email	Email used for creating contact is related to the contact in the HUB and Email tab.	Email used for creating contact is related to the contact in the HUB and Email tab.

Tip – Simplify your work

Starting from version 9.0, eWay-CRM offers features that utilize artificial intelligence capabilities. These features allow for easier creation of items and more efficient work. You can enable or disable the artificial intelligence features according to your preferences. For more information, see the article Activate / Deactivate AI Features.

If the values are filled in by artificial intelligence, a banner above the fields will notify you (see the image above).

You can select a company if it’s already saved in eWay-CRM by clicking the sign (in this case company’s address can be copied onto the contact card automatically). If the company doesn’t exist yet, you can create it by clicking the

Convert email

eWay-CRM Online

Tip on using on mobile phones

This manual works also on mobile phones. Just find the addin – here is how.

If you have eWay-CRM Online, just click an email you want to convert to contact and click Convert to Contact.

Convert email

The new item will be opened in eWay-CRM Web. Basic information (name, email address) is automatically filled in and you can insert any other data you want. Then, just save the contact.

New contact

Field	AI feature is NOT activated	AI feature is activated
Full Name	eWay-CRM tries to find a contact with an identical email address and transfer the first and last name from the contact card. If there is no such contact, it will use the prefix of the email address.	AI tries to find it in the email signature or anywhere else in the body.
Company	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Job Title	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Email 1	The sender’s email address.	The sender’s email address.
Business (phone number)	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Address (street, City, ZIP)	It is not filled.	AI tries to find it in the email signature or anywhere else in the body.
Country	It is not filled in if a default value is not set in the field.	It is filled in based on the phone number prefix.
Relation to the email	Email used for creating contact is related to the contact in the HUB and Email tab.	Email used for creating contact is related to the contact in the HUB and Email tab.

Tip – Simplify your work

The item will open in eWay-CRM Web. You can insert any data you want. Then, just save the contact.

Edit contact

Tip on sharing contacts

When you want to share a contact, you can start the chat using Teams or send it by email. The buttons are implemented in eWay-CRM.

Note

Some countries apply a strict security policy on how to protect personal data (e.g. GDPR in the European Union, CCPA in California, etc.). eWay-CRM implemented features to simplify your compliance with GDPR. They can be also used to assist you with your CCPA compliance. To activate them, please visit our GDPR section.

!!!IMPORTANT!!! eWay-CRM does not hold responsibility whether you pass the data protection policies and regulations. It only provides you with tools that can make your life easier. To be sure that you are compliant with your regulations, please talk to appropriate lawyers or consultants.

Create a Contact from an Email

Tutorial for

eWay-CRM Desktop

eWay-CRM Online

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