Outlook CRM Background

How to Tag/Categorize Emails Saved in eWay-CRM

To Quickly Recognize Emails Already Saved in eWay-CRM.

Microsoft Outlook does not support categories for IMAP accounts.

eWay-CRM can automatically assign an Outlook category to all emails saved in eWay-CRM. A color tag will help you easily distinguish them in your mailbox.

Colorful Categories

  1. First, we need to create a category in eWay-CRM. Open Administration Settings > Groups and click New in the top left corner. Fill in the Group Name and check Used for Categorization in Outlook. To find out more about creating categories, have a look here.

    Used for Categorization in Outlook

  2. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

    Synchronize eWay-CRM

  3. Click on eWay-CRM Settings in the main ribbon.

    eWay-CRM Settings

  4. Under the tab Emails, check Automatically Categorize Saved Emails and select the category.

    Select Automatically Added Category

  5. Now, we also need to create the category eWay-CRM in your Outlook. Right click on any email and press Categorize and All Categories.

    All Categories

  6. Press New and create the category eWay-CRM here as well. Choose the color you like.

    Select Color for Category

Now, all new emails saved to eWay-CRM will automatically get the category – a color tag.

Colorful Categories

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.