How to Add Journals to Contacts

Track Phone Calls and Meeting Minutes with your Customers

How to Start Using eWay-CRM » Contacts » How to Add Journals to Contacts

  1. Open a Contact.
  2. Click Add relation with a new item and choose New journal.

    how_journal_contact_01

  3. The Journal card will pop up with the prefilled Contact, Start and End. Additionally, you can specify:

1) Title (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“),
2) Type (the drop-down menu can be customized in the Administration Settings: Module settings> Drop down menus >JournalType),
3) Importance.
You can also add Superior item or Company.

how_journal_contact_02

  1. Use Note field to specify details of a call/meeting.

    how_journal_contact_03

  2. Click Save.
  3. In the the lower half of the Journal card, you can attach such related information as:
    • Emails
    • Documents
    • Tasks
    • Calendar events
    • Leads
    • Projects
    • Companies
    • Contacts
    • Marketing campaigns
    • Goods
    • Categories
    • Users (team members involed)

To link different modules, you can also use the buttons Add relation to a new item and Add relation to an existing item on the top ribbon.

how_journal_contact_04

Now, you can find all your activities under the Journal tab on the Contact card.

how_journal_contact_05

You can filter or group items by any field, e.g. by Type.

how_journal_contact_06

Learn more here.

Do you have questions? Our consultants have answers.

Please leave this field empty.