Save Emails to Contacts Automatically with Outlook (local)

Save Emails Related to Your eWay-CRM Contacts Automatically.

Applies to

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

Note

eWay-CRM supports saving emails from multiple accounts, but there are limitations. Please read this article for more information.

You can specify conditions for saving emails to contacts automatically in eWay-CRM Settings > Emails.

eWay-CRM Settings

Now activate the options Automatically Track Emails From People Listed in the Contacts Module and Track Emails From People Listed in the Contacts Module and click OK.

Set Email Tracking for Contacts

Now, when you click Send in your Outlook, eWay-CRM will look for the contact in the database. If there is such contact, eWay-CRM will link the email to it. All emails can be found under the Emails tab on the contact card.

Emails Tab on Contact

When you send emails, you can also link them to a Superior Item, i.e. a deal or a project.

Save Outgoing Email

You can click on to open the deal/project in a separate window, you can click on to search a deal/project, or you can click on to clear the field.

Click Send and Save to save the email to eWay-CRM or click Send, but don’t Save if you don’t want to save it.