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Upgrade eWay-CRM

Learn how to upgrade eWay-CRM to stay with the latest news.

Since eWay-CRM consists of server and client component it is required that both are upgraded, but this process is very simple.

Step 1: Upgrade the Server / Cloud

  1. Click Administration Center on the eWay-CRM ribbon.

    Administration Center

  2. Click Updates in the left menu.

    Updates in Administration Center


  4. There will be a new update waiting for you. You can read the list of new features. If you like them, just click Install.

    Update eWay-CRM Web Service

  5. The Server component update will begin. eWay-CRM will automatically back up the data. The update process may take couple of minutes, depending on how big is the server database. In the end, you will receive a “Success Message.”

Step 2: Update the eWay-CRM Outlook Add-in

The eWay-CRM Outlook Add-In has to be updated on all PCs.

  1. Right click on eWay-CRM icon in your system tray area and choose Update to the Latest Version.

    Update eWay-CRM Client


  3. All Microsoft Office programs need to be closed so that eWay-CRM can be updated properly.

  5. In the end, after successful update, Microsoft Outlook will be opened.

Do you have questions? Our consultants have answers.

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