Outlook CRM Background

How to Inform the Team About New Records on Deals/Projects

If you are working on a deal or project with a team and you want to keep each team member informed when a new document, email or journal is created, eWay-CRM can send notifications to all users that are specified on the Deal or Projects cards under the Users (for deals) and Team (for projects) tab.


Users Tab


Team Tab

  1. Go to the Administration Settings in the eWay-CRM ribbon.

    Administration Settings in eWay-CRM

  2. Select Global Settings > Category: Deals (or Category: Projects).

    Global Settings

  3. Find the following fields:

    Notification Global Settings

  4. Double-click on each row (or only a selected one) and put “1” in the field.

    Mark Notification Global Setting

  5. 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.

    Synchronize eWay-CRM

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.