Outlook CRM Background


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. Administration Center

    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

Was it useful?

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table