Create a Contact from an Email
Learn how to create new contact with two clicks.
Applies to
Note
If you save multiple contacts by one company, your contacts will be nicely organized and all emails will be automatically linked with the company too. If you open the company, you will find there all related contacts including the history of their communications.
You also add a company just as a text. The company won’t be created in our module Companies but will be listed as plaintext by the contact.
You also add a company just as a text. The company won’t be created in our module Companies but will be listed as plaintext by the contact.
Tip for elimination of duplicates
To prevent duplicates, turn on the duplicate check in the Administration Center > Features > Contacts & Companies. Turn on Check for duplicates (by any of the email addresses). More here.
Tutorial for
eWay-CRM Desktop
- To create a contact from an email, right-click the email in your mailbox and select Convert to Contact in the context menu.
- A new contact card will be created with the email attached to it.
- You can select a company if it’s already saved in eWay-CRM by clicking the
sign (in this case company’s address can be copied onto the contact card automatically). If the company doesn’t exist yet, you can create it by clicking the 
Or open the email and click Convert to Contact in the top right part of the email window.
Note
If the user has a Gravatar account and there is a picture related to his or her email address, eWay-CRM downloads this profile picture. eWay-CRM will download also the profile picture of the contact while importing contacts from Microsoft 365 or importing contacts from Outlook.
| Field | AI feature is NOT activated | AI feature is activated |
| Full Name | eWay-CRM tries to find a contact with an identical email address and transfer the first and last name from the contact card. If there is no such contact, it will use the prefix of the email address. | AI tries to find it in the email signature or anywhere else in the body. |
| Company | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Job Title | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Email 1 | The sender’s email address. | The sender’s email address. |
| Business (phone number) | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Address (street, City, ZIP) | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Country | It is not filled in if a default value is not set in the field. | It is filled in based on the phone number prefix. |
| Relation to the email | Email used for creating contact is related to the contact in the HUB and Email tab. | Email used for creating contact is related to the contact in the HUB and Email tab. |
Tip – Simplify your work
Starting from version 9.0, eWay-CRM offers features that utilize artificial intelligence capabilities. These features allow for easier creation of items and more efficient work. You can enable or disable the artificial intelligence features according to your preferences. For more information, see the article Activate / Deactivate AI Features.
If the values are filled in by artificial intelligence, a banner above the fields will notify you (see the image above).
eWay-CRM Online
Tip on using on mobile phones
This manual works also on mobile phones. Just find the addin – here is how.
- If you have eWay-CRM Online, just click an email you want to convert to contact and click Convert to Contact.
- The new item will be opened in eWay-CRM Web. Basic information (name, email address) is automatically filled in and you can insert any other data you want. Then, just save the contact.
- The item will open in eWay-CRM Web. You can insert any data you want. Then, just save the contact.
| Field | AI feature is NOT activated | AI feature is activated |
| Full Name | eWay-CRM tries to find a contact with an identical email address and transfer the first and last name from the contact card. If there is no such contact, it will use the prefix of the email address. | AI tries to find it in the email signature or anywhere else in the body. |
| Company | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Job Title | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Email 1 | The sender’s email address. | The sender’s email address. |
| Business (phone number) | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Address (street, City, ZIP) | It is not filled. | AI tries to find it in the email signature or anywhere else in the body. |
| Country | It is not filled in if a default value is not set in the field. | It is filled in based on the phone number prefix. |
| Relation to the email | Email used for creating contact is related to the contact in the HUB and Email tab. | Email used for creating contact is related to the contact in the HUB and Email tab. |
Tip – Simplify your work
Starting from version 9.0, eWay-CRM offers features that utilize artificial intelligence capabilities. These features allow for easier creation of items and more efficient work. You can enable or disable the artificial intelligence features according to your preferences. For more information, see the article Activate / Deactivate AI Features.
Tip on sharing contacts
When you want to share a contact, you can start the chat using Teams or send it by email. The buttons are implemented in eWay-CRM.
Note
Some countries apply a strict security policy on how to protect personal data (e.g. GDPR in the European Union, CCPA in California, etc.). eWay-CRM implemented features to simplify your compliance with GDPR. They can be also used to assist you with your CCPA compliance. To activate them, please visit our GDPR section.
!!!IMPORTANT!!! eWay-CRM does not hold responsibility whether you pass the data protection policies and regulations. It only provides you with tools that can make your life easier. To be sure that you are compliant with your regulations, please talk to appropriate lawyers or consultants.
!!!IMPORTANT!!! eWay-CRM does not hold responsibility whether you pass the data protection policies and regulations. It only provides you with tools that can make your life easier. To be sure that you are compliant with your regulations, please talk to appropriate lawyers or consultants.
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