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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.

eWay-CRM Settings

Track Emails by Companies

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.

Emails Tab on Company

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.

Save Outgoing Email

You can click on Open Superior Item to open the deal/project in a separate window, you can click on Select Superior Item to search a deal/project, or you can click on Remove Superior Item to clear the field.

Click OK to save the email to eWay-CRM or click Cancel if you don’t want to save it.