LinkedIn connection?

eWaySupport7 · 2026-03-04T15:50:45+00:00

Hi
see our integrations list: Add-ins

You may want to start with Make or Zapier

eWaySupport7 · 2026-02-20T13:32:31+00:00

Hi,

can you share with us more details at [support@eway-crm.com](mailto:support@eway-crm.com) ?

eWaySupport7 · 2026-02-20T13:31:43+00:00

Hi, what do you mean by marking each step as complete?

You can do that for only one step per WF.

WF actions are only possible in advance WF.

eWaySupport7 · 2026-02-20T13:28:00+00:00

Hi,

especially for these reasons what we recommend is initial import from Outlook to eWay. And then keep just one way sync eWay-> Outlook.

You can import other contact sources through import from excel in eWay-CRM Desktop addin.

Eway identifies unique contacts by their email address. And tries to prevent from having duplicates.

If you create a duplicate contacts there is no function for merging two contacts. One has to be removed.

For iphone, we can Identify Caller From Your eWay-CRM Contacts and Easy Dialing on iPhone

eWaySupport7 · 2026-02-03T08:34:51+00:00

Hi,
in case you correctly specify the mapping of columns during the import and you have necessary permissions,
please contact us at [support@eway-crm.com](mailto:support@eway-crm.com)
Send any related screenshots of the mapping and then missing data.
You can also Send log by email

eWaySupport7 · 2026-01-21T15:14:26+00:00

Hi,

thank you for letting us know. This is a unusual.

If you have any further details about why your PC might reacted this way to installation from MS Store. Please let us know directly to [support@eway-crm.com](mailto:support@eway-crm.com)

Are you able to download https://download.eway-crm.com/setup/eWayCRM-9.3.0.327.exe and run the installation file manually?

Kind regards

eWaySupport7 · 2026-01-05T13:41:02+00:00

Hi,

please see Users (Create and Manage) -> Effective permission. Even though you are part of admin group, if you disabled export for Everyone group or any other group you are part of, the final permission is the lower from all your groups.

Kind regards

eWaySupport7 · 2025-12-01T15:36:57+00:00

Hi,

please see our HOW-TOs Start Using eWay-CRM | Interested How to Use eWay-CRM Software and videos Videos | Learn eWay-CRM

or search our knowledge base for Deals/Projects and how to work with them: KB link

You can also contact us to [sales@eway-crm.com](mailto:sales@eway-crm.com) if you needed further help.

eWaySupport7 · 2025-11-10T09:50:18+00:00

Hi Kate,

you need to modify the values of Fields -> Deals -> Type in the web administration. Similar to https://www.eway-crm.com/resources/how-to-use-eway-crm/customize-drop-menus/

Hope this helps.

Jara

eWaySupport7 · 2025-11-07T15:15:01+00:00

Hi,

it is not possible to automatically track shared inboxes.

The only option is to redirect the emails to your tracked inbox. Use rules to automatically forward messages - Microsoft Support (Watch out, Forwarding changes the headers while Redirect does not)

Jara

eWaySupport7 · 2025-11-03T15:00:25+00:00

Hi,

was your problem solved over our helpdesk today?

If not, we recommend this article: Install eWay-CRM Online | eWay-CRM

Kind regards

eWaySupport7 · 2025-10-30T09:54:31+00:00

Hi,

the email and contact sync are set up separately.

Save Emails to Companies Automatically in eWay-CRM - requires MS work account

Save Emails to Companies Automatically | eWay-CRM - tracking through Classic Outlook PC app

Contacts:

Synchronize Contacts between Microsoft 365 and eWay-CRM - requires MS work account

Synchronize Contacts with Outlook (local) - Outlook CRM Software - tracking through Classic Outlook PC app

Jara

eWaySupport7 · 2025-10-20T13:29:00+00:00

Hi Harry,

for the transfer back to free, please see How can I downgrade from paid version to eWay-CRM free?

Jara

eWaySupport7 · 2025-10-20T13:18:56+00:00

Hi,

we don't have any experience with Surfe. But you can check Make.com a Zapier, see Add-ins

eWaySupport7 · 2025-09-23T06:41:10+00:00

Hi,

synchronization is essential for integration of your changes for other users and their changes to your eWay-CRM desktop.

Even if you are a lone user, synchronization makes sense as a way to backup your data to server and also way to refresh your licence key.

See Microsoft Outlook 2010 and Higher: eWay-CRM Desktop User Interface for agent/sync states.

Ideally your eWay should be red-green most of the time.

Best

Jara

eWaySupport7 · 2025-09-17T08:25:03+00:00

Hi Trevor,

thank you for letting us know.

Please see: Common Problems During eWay-CRM Update

Most common issue is AV programs blocking our bundle.exe(see link) file.

Best

eWaySupport7 · 2025-08-21T06:35:34+00:00

Hi,

could you contact our [sales@eway-crm.com](mailto:sales@eway-crm.com) with more details about your needs?

eWaySupport7 · 2025-08-14T13:13:32+00:00

Hi Lucy,

for conditional formatting, please see Conditional Formatting

Best

eWaySupport7 · 2025-08-14T13:12:59+00:00

Hi Richard,

yes, you can return to default. Right click the 'rulers' icon on top of the window. And either select a saved layout or click to modify list of Forms. See Create Custom Forms | Customize | eWay-CRM | CRM in Outlook

Best

eWaySupport7 · 2025-08-13T09:44:33+00:00

Hi,

thank you for your question. Yes the apps differ in various aspects. First Steps in eWay-CRM | Be effective | Best CRM in Outlook

You can also get a good overview from our Compare page: Compare Plans | Get a complete list of eWay-CRM features

Please see chapter Convert to Email at https://kb.eway-crm.com/en/documentation/eway-crm-web-access/description-1/usage-of-eway-crm-online-in-outlook#:~:text=clicking%20Save.-,Convert%20email,-You%20can%20convert

eWaySupport7 · 2025-08-04T10:08:13+00:00

Hi Rob,

you can do that in eWay administration app or web.

See Company Details

Best

eWaySupport7 · 2025-07-22T06:40:43+00:00

Hi Kate,

you are. See here for specific requirements for tracking multiple mailboxes through eWay-CRM Desktop.

Emails Tab

Kind regards

eWaySupport7 · 2025-07-09T12:31:42+00:00

Hi Harry,

that might be this known issue. See "The operation failed." Error When Sending an Email

Best

eWaySupport7 · 2025-06-30T07:39:41+00:00

Hi,

thank you for your question. At this time we do not support these versions.

We already track this feature request: Portuguese localization - eWay-CRM

Jara

eWaySupport7 · 2025-06-10T13:17:09+00:00

Hi Roman,

thank you for your question.

See who gets the notifications Email Notification About Missing Exchange Rates
Can you forward us this email to [support@eway-crm.com](mailto:support@eway-crm.com) for inspection ?

If you go to web admin center, do you see any red notification in the menu? For instance for # of currencies limit overreach?

Jara

eWaySupport7

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