Outlook CRM Background

Add a New Meeting to a Contact

Get Maximum from eWay-CRM.

Applies to

Contents

  1. How to Create Meeting in eWay-CRM Desktop
  2. How to Create Meeting in Outlook

You can create a calendar event right on the item card in eWay-CRM (Contact, Deal, etc.) or in your Microsoft Outlook calendar and relate it to an item in eWay-CRM.
 

How to Create Meeting in eWay-CRM Desktop

  1. While working with a contact, click Add New and select Calendar.
  2. Add New Calendar to Contact

     

  3. A new calendar event will pop up with some fields prefilled: Subject, Location and Notes (see the table below).
  4. Note
    You can turn off the transfer od notes. Go to eWay-CRM Settings > Calendars. For more information, read this article.
    Contact in eWay-CRMCalendar Event in Outlook
    NameSubject
    Street, CityLocation
    JournalNotes

     

    New Calendar

    Note
    Journal records transferred from eWay-CRM to the Note of the calendar event will remind you of details of previous negotiations. It’s especially useful when you are on the go, but have your mobile phone synced with Outlook.

     

  5. If you want to invite other users to the event, use the button Invite Attendees in the top part of the window. You may want to delete your notes before sending the invite to other attendees.
  6. Invite Attendees

     

  7. Specify Start time and End time and click Save & Close. The calendar event will appear both in your Microsoft Outlook calendar and on the Contact Card.
  8. Event in Calendar

How to Create Meeting in Outlook

You can create a calendar event right in the Microsoft Outlook calendar and link it to eWay-CRM. To do that:

  1. Open a calendar event in Outlook and select a Superior Item (Contact) in the bottom part of the window.
  2. Superior Item of Calendar

     

  3. Once you selected a superior item, the event‘s details (Subject, Location and Notes) will be prefilled automatically. Also, records from Journal will appear in the Notes section.
  4. Note
    You can turn off the trasfer od notes. Go to eWay-CRM Settings > Calendars. For more information, read this article.

     

  5. Click Save & Close to finish the process. After the meeting, you can convert the calendar event into Journal and write down notes from the meeting.