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, lead or project) and click on the plus sign in the bottom right corner.

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  2. Select New Journal.

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  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.

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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.

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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.

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