Outlook CRM Background

Save Emails to Contacts Manually

Save Emails from Your Contacts into eWay-CRM.

Note
This tutorial explains manual saving of emails to eWay-CRM. To learn more about the automatical saving of emails, click here.

Tutorial for

  1. eWay-CRM Desktop
  2. eWay-CRM Online (Outlook for web, Mac, or PC)
  3. eWay-CRM Online (Outlook for iOS or Android)

eWay-CRM Desktop

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

     

  3. You will see a window as shown below.
  4. Email Import Confirmation Dialog

     

  5. Click Yes to open the email in eWay-CRM. You can make sure that eWay-CRM has found the contact when see it in the Contacts tab in the bottom part of the window.
  6. Contacts Tab on Email

     

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

     

  9. 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.
  10. Drag and Drop Email to Contact

eWay-CRM Online (Outlook for web, Mac, or PC)

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

     

  3. You will see the dialog with prefilled relations to items that are connected to this email address, or contact. You can filter items to see results only for some 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.
  4. Saving email

     

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

     

  7. eWay-CRM Online provides suggestions for additional items you might want to link to your saved email. These suggestions include related contacts, companies, deals, and projects associated with the already selected items, as well as deals sharing the same email address. Whenever you add or remove an item, the suggestion list updates automatically.
  8. Filter modules

     

  9. You can categorize the email as well. Choose from existing categories or create a new one by clicking ‘New Category,’ entering its name, selecting a color, and confirming it. The new category will be automatically applied.
  10. Save email

     

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

     

  13. 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.
  14. Other options

     

  15. Simply click the icon beside the contact’s name to access detailed information. Within its Emails tab or HUB, you’ll find all the email communications saved with this contact.
  16. Contact dialog

eWay-CRM Online (Outlook for iOS or Android)

  1. In your eWay-CRM Online, click an email you want to save to eWay-CRM and in its body, click the three dots icon.
  2. Save to eWay-CRM

     

  3. Now, select Open eWay-CRM.
  4. Tip for Android
    It may happen that you cannot see the Open eWay-CRM option at first sight. Please swipe up the menu to find the option.

    Open eWay-CRM

     

  5. The contact detail opens, and you can click Save email.
  6. Save email

     

  7. In new window, you can add some related items and then just click Save.
  8. Related items

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

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