Outlook CRM Background

How to Link Emails to Contacts

Attach Emails to Contacts Automatically or Manually with eWay-CRM.

While working with a contact, you can send an email by selecting Add New > Email. This email will be saved in eWay-CRM.

Add New Email

eWay-CRM also gives you the ability to save emails from/to contacts automatically and manually.

How to Save Emails Automatically

You can specify conditions for saving emails to contacts automatically in eWay-CRM Settings > Emails.

eWay-CRM Settings

Track Emails

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

Emails Tab

When you send emails, you can also link them to a Superior Item, i.e. a deal  or a project where this person is specified as a contact.

Select Superior Item

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.

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

How to Save Emails Manually

Right-click on an email in your Inbox and choose Save to eWay-CRM.

<Save to eWay-CRM

You will see a window as shown below.

Confirmation Dialog

Click Yes  to open the email in eWay-CRM. In the dialog, you can make sure that eWay-CRM has found the contact and you can see it in the Contacts tab in the bottom part of the window.

Contacts Tab

If eWay-CRM couldn’t find the contact automatically, you can add it using a button Link to Existing Contact on the top ribbon.

Link to Existing Contact

Alternatively, you can drag and drop emails from your Inbox right to the Emails tab. This option especially makes sense if you want to save several emails at once.

Drag and Drop Emails

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.