Outlook CRM Background

Customize Drop-Down Menus

To Adjust eWay-CRM Right to Your Needs.


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. In the left menu click Fields, select module, and move the mouse over the field you want to edit. Then, click the pencil icon to edit the drop-down menu.
  4. Drop Down Menus


  5. In the pop-up window, you can add or delete values, make them visible or invisible, or change the order. Drag and drop values by clicking the icon on the left of each row. To create new options, click + icon in the left top corner and insert value into Tech. Name field. You can translate the name of the value for other language versions.
  6. Add Value to Drop Down Menu


  7. Click OK to finish.

  9. 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.
  10. Synchronization

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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