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Identify Caller From Your eWay-CRM Contacts on Android

Learn how to share contacts from your eWay-CRM Mobile in other applications on your smart phone.

At first, you need to be sure that you are met all requirements that are related to sharing of contacts between eWay-CRM Mobile and other applications. These requirements are:

 
If all conditions are fulfilled, you can walk through these steps:

  1. Go to eWay-CRM Mobile settings.
  2. eWay-CRM Mobile Settings

     

  3. Select Device Contacts Integration.
  4. Device Contacts Integration

     

  5. You will be asked whether you want to give eWay-CRM Mobile access to contacts in your phone. For correct sharing of contacts, this access has to be allowed.
  6. Device Contacts Integration Permission

     

  7. Turn on modules you want to integrate in mobile phone contacts.
  8. Set Device Contacts Integration

     

  9. You will be immediately informed that sharing of contacts starts. You can see the progress in the notification area.
  10. Contacts Sharing Notification

     

  11. As soon as the providing of contacts is completed, you can see eWay-CRM Mobile contacts in other applications on your phone and you can use them there. From this contact, you can get to eWay-CRM detail of contact or create a journal to this contact (contact and its company will be pre-filled).
  12. Detail of eWay-CRM Contact in Other Application

     

  13. In eWay-CRM Mobile, there is a link to contact window in application you are using for contacts on your phone.
  14. Link to Contact in Other Application

If you want to turn off the sharing of contacts, just go back to Settings > Contacts and turn off the switch. You will not share contacts, and these will be removed from other applications – it is not real removal, contacts are not provided to other applications any more. You can turn on sharing of contacts again, only tap the switch.

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.

Choose from the following modules

Contact

Contacts & Companies

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

Sales

Sales

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

Project

Projects

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

Marketing

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