Upgrade eWay-CRM to New Version

 
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. Go to the Updates section in Administration Center. You need to have eWay-CRM account with administrator permissions to do so.

 

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



 

3. 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.”/li>

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.



 

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

 

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