Create Custom Fields

For those who prefer written guide

1. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.





 

2. Click Fields in the left menu.



 

3. Select the module you want to create the field for.



 

4. Click Add a Field.



 

5. Choose the field type. Learn more about field types. Specify the field name (and, optionally, comment or other settings). Click Create Field.



 

6. 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.