Link Emails to Companies Automatically
Attach incoming and outgoing emails to companies automatically.
For those who prefer written guide
You can specify conditions for saving emails to companies automatically in eWay-CRM Settings > Emails.
Now, when you click Send in your Outlook, eWay-CRM will look for the company in the database. If there is such a company, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the company card.
When you send emails, you can also link them to a Superior Item, i.e. a deal or a project where this company is specified as a customer.
You can click on 
to open the deal/project in a separate window, you can click on 
to search a deal/project, or you can click on 
to clear the field.
Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.
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.
