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Save Emails to Contacts Automatically

Save Emails Related to Your eWay-CRM Contacts Automatically.

Applies to

This feature is available in module Contacts & Companies (Professional).
eWay-CRM supports saving emails from multiple accounts, but there are limitations. Please read this article for more information.
  1. You can specify conditions for saving emails to contacts automatically in eWay-CRM Settings > Emails.
  2. eWay-CRM Settings

    Set Email Tracking for Contacts


  3. Now, when you click Send in your Outlook, eWay-CRM will look for the contact in the database. If there is such contact, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the contact card.
  4. Emails Tab on Contact


  5. When you send emails, you can also link them to a Superior Item, i.e. a deal or a project.
  6. Save Outgoing Email


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

  9. Click Send and Save to save the email to eWay-CRM or click Send, but don’t Save if you don’t want to save it.

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