Outlook CRM Background

 

For those who prefer written guide

  1. Click Administration Center on the eWay-CRM ribbon.
  2. Administration Center

  3. Click Fields in the left menu.
  4. Fields in Administration Settings

     

  5. Select the module you want to create the field for.
  6. Modules in Custom Fields

     

  7. Click Add a Field.
  8. New Custom Field

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

  11. 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.
  12. Synchronization

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.