Outlook CRM Background

Create Categories

Applies to
eWay-CRM Desktop and eWay-CRM Mobile (iOS and Android).


The procedure is described on projects, but it can be applied to contacts, companies, etc. You can use categories to divide items (contacts, deals, projects, etc.) into groups (e.g. industries, territories).

Tutorial for

  1. eWay-CRM Desktop
    1. Assign Existing Categories
    2. Create Categories
    3. Edit and Delete Categories
  2. eWay-CRM Mobile
    1. Assign Existing Categories

eWay-CRM Desktop

Assign Existing Categories

  1. Open an item, click Categorize and select the category you want.
  2. Link to Existing Category


  3. Or click on any module to open the list of items. Right-click on item(s) and select Categories.
  4. Add Category Using Context Menu


  5. Now, you can add a column Categories to a list view of deals, contacts, projects, etc., and filter or group items by categories. Learn more about creating custom list views here. See examples below:
  6. Filter by Categories

    Group by Categories

Create Categories

  1. The easiest way to create a category is to open an item. In the ribbon, click Categorize and select  New Category.
  2. Add New Category to Contact


  3. Or right in the list, you can also right-click item you want to categorize and select Categories > New Category.
  4. Add New Category to Contact

Tip on categories management
eWay-CRM has its own categories module which is separate from Microsoft Outlook categories. Categories in eWay-CRM are shared across your team. This is why we pay close attention to who is able to create new ones and edit the existing ones using the Module Permissions. In Administration Center you set No for the Create column in Categories module for a specific group of users).

Edit and Delete Categories

  1. In any item window, click Categorize and select Manage Categories.
  2. Manage Categories


  3. Here, you can double-click the name of any category and rename it.
  4. Rename Categories


  5. If you select a category or categories, you can erase them by clicking Delete.
  6. Delete Categories


  7. Both options will pop up when you right-click any category in the list.
  8. Right-click

eWay-CRM Mobile

Assign Existing Categories

  1. Go to any list and tap on item you want to categorize, e.g. contact.
  2. List of Items


  3. Tap Edit.
  4. Edit Item


  5. Select Category field.
  6. Categories


  7. Here, you can select a category or categories to categorize the item.
  8. Select Category


  9. If you finish the categorization, click Save.
  10. Save Item

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