Outlook CRM Background

Synchronize Outlook Contacts With eWay-CRM

To Utilize Your CRM Database in Your Smart Phone.

This feature is available in module Contacts & Companies (Professional).

Apart from one-time import of contacts from Outlook to eWay-CRM, you may want to synchronize your existing Outlook contacts with eWay-CRM. This way, changes made in the Outlook contact will affect the corresponding contacts in eWay-CRM and vice versa.

Synchronization will also allow you to access your contacts on mobile devices synced with Outlook.

For those who prefer written guide

eWay-CRM allows you to synchronize contacts automatically or manually.
 

Automatic Synchronization

  1. On the eWay-CRM ribbon, go to eWay-CRM Settings.
  2. eWay-CRM Settings

  3. In Contacts tab, check the box Automatically Synchronize eWay-CRM Contacts With Microsoft Outlook Contacts.
  4. Contacts Tab in Settings

     

  5. If you want to synchronize only a specific group of contacts, you can check the box Set Synchronization Condition From eWay-CRM to Microsoft Outlook and apply a filter (see an example below).
  6. Filter Synchronized Contacts

     

  7. Optionally, you can exclude your private contacts in Outlook from synchronization (Do Not Synchronize Private Contacts From Microsoft Outlook).
  8. Do Not Synchronize Private Contacts

     

  9. By default, if you delete a contact from eWay-CRM it won’t be deleted from Outlook automatically and vice versa. To change the settings, check Remove Corresponding Outlook Contacts When Removing eWay-CRM Contacts and Remove Corresponding eWay-CRM Contacts When Removing Outlook Contacts.
  10. Remove Corresponding Contacts

     

  11. Click OK and restart Outlook. As soon as Outlook starts again, it will import all your eWay-CRM contacts into Outlook and vice versa.

Manual Synchronization

If you want to synchronize just some specific contacts, follow the instructions below.

  1. Open the contact list in Microsoft Outlook.
  2.  

  3. Select all contacts that you want to synchronize with eWay-CRM (you can use Ctrl+A or Shift+A to highlight required contacts).
  4.  

  5. Right click on them and select Synchronize With eWay-CRM.
  6. Synchronize With eWay-CRM

Or click Synchronize With eWay-CRM in the contact window in the top right corner.

Synchronize With eWay-CRM

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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