Outlook CRM Background

This feature is available in module Contacts & Companies (Enterprise).
  1. In eWay-CRM ribbon, click eWay-CRM Settings.
  2. eWay-CRM Settings

  3. Go to Tasks tab.
  4. Tasks Tab in Settings

     

  5. Mark Automatically Synchronize eWay-CRM Tasks With Microsoft Outlook Tasks check box.
  6. Set Automatic Tasks Synchronization

     

  7. Click OK button.
  8. Set Automatic Tasks Synchronization

     

  9. After the Outlook restart, task where you are as solver will be saved from eWay-CRM to Microsoft Outlook. Outlook tasks with Superior Item filled will be updated and Outlook tasks without Superior Item filled will be still only in Microsoft Outlook.

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