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Save Emails to Multiple Projects

Learn How to Save the Same Email to Different Related Projects in eWay-CRM.

You already know how to link an email to a project. Now, if you need to link the same email to another project, follow these steps:

  1. Open a project. You can do it right from the email in Sent Items by clicking the how_emails_multiple_00 button at the bottom.


  2. Сlick the E-mails tab.


  3. Right-click on the email and select Open in eWay-CRM.


  4. The Email card will pop-up. Click on the Projects tab.


  5. Right-click the space under the tab and select Add relation with an existing project.


    Or use the button Add relation with an existing item at the top part of the window.


  6. Find next project in the menu and click OK.

As a result, the email will be linked to several projects.


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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