How to Add a Journal in eWay-CRM Mobile

Jot down notes on the go

How to Start Using eWay-CRM » eWay-CRM Mobile » How to Add a Journal in eWay-CRM Mobile

Option 1.

  1. Open a record (contact, company, deal or project) and click on the plus sign in the top right corner (iOS) or bottom right corner (android).

  2. Select New Journal.

  3. Fill in the desired fields, e.g. Title, Type. If any fields are mandatory in your eWay-CRM Outlook plug-in, they will be underscored with red in your mobile app. Write down your notes in the Note field and click Save in the top right corner.

Option 2.

After an incoming call (as well as after an outgoing call, if a recipient answered the phone) eWay-CRM will try to find the phone number in the database. If there is no contact with such a phone number, eWay-CRM will search among Companies and, finally, among Leads.

You will see a notification asking you to create a Journal.

Tap CREATE JOURNAL and follow the instructions above.

If you need to edit or delete a journal, you can do it on your computer or tablet within the eWay-CRM Outlook plug-in.

Do you have questions? Our consultants have answers.

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