Outlook CRM Background

If you don’t use a module offered by eWay-CRM by default you can hide it from users, e.g. the module Projects. It will disappear from the main ribbon and from the panel on the items cards as in the pictures below.

Projects Icon

Projects Tab

Hide Modules for Specific User Groups

You can hide a module from a specific user group, e.g. Marketing from Project managers.

You can hide all modules, except for Users, Exchange Rates and Reports in the main ribbon and Categories on the item cards. However, you can set up permissions so that users can’t work with them.

  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. Select Module Permissions.
  4. Module Permissions in Administration Settings


  5. Choose a user group you want to apply permissions for.
  6. Module Permissions Modules


  7. In the column View select Users can’t see the module at all for the required module.
  8. Module Permissions


  9. Wait for 30 seconds 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

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