Tag/Categorize Emails Saved in eWay-CRM

This feature can only be used when local/desktop Outlook is running. If you are using Microsoft 365, we recommend that you automatically sync your emails with M365.

 
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.

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.



 

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.



 

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



 

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



 

5. Now, all new emails saved to eWay-CRM will automatically get the category that is also a color tag.