Save Emails to Projects Manually

Learn How to Link Emails Related to Projects Automatically or Manually.

Applies to

The feature of manual saving is available in module Projects (Free); the feature of automatic tracking of emails is available in module Contacts & Companies (Standard).

Tutorial for

You can find all emails linked to a specific project under the Emails tab.

Emails Tab

There are several ways to link incoming and outgoing emails to projects depending on your preferences.

Open a project, click Add New and select Email

Add Email to Project

Open on an email in your Microsoft Outlook and choose a superior item at the bottom.

Set Project as Superior Item of Email

Go to eWay-CRM Settings > E-mails and check Track Emails From People Listed in the Contacts Module.

eWay-CRM Settings

Track Outgoing Emails

Now, when you click Send in your mailbox, eWay-CRM will look for the project in the database. If there is such a project, it will appear in the Superior Item field. If there are more than one Superior item (deals and projects) where this person is specified as a Contact Person, the field will stay without a superior item relation so that you could select the right one manually.

You can click on to open the project in a separate window, you can click on to find another project, or you can click on to clear the field.

Save Outgoing Email

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

You can drag and drop emails from your mailbox on the Project Card under the tab Emails.

Drag and Drop Email to Project

In your eWay-CRM Online, click an email you want to save to eWay-CRM and click Save Email.

Save to eWay-CRM

You will see the dialog with prefilled relations to items that are connected to this email address, or contact.

Saving email

In this field, you can type the name of any other item to relate it to the email and select it.

Add item

Filter modules

If you want to set the email as private, click Mark this email as Private (only related users can see it). If you are satisfied with the setting, click Save.

Save email

Now, the email is saved in eWay-CRM which is indicated by the Saved to eWay-CRM button.

Saved email

If you click three dots next to the button, you have other options. You can save the email in eWay-CRM or you can remove the email from eWay-CRM. You can also remove the email from eWay-CRM only by clicking the Save to eWay-CRM button.