How to Add Journals to Projects

Type Down Notes and Phone Calls to Keep the Communication History

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

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

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

1) Title (short desciption of the activity, e.g. “Kick Off“, “Initial Talks“, “Discussion about …“),

2) Type (the drop-down menu can be customized in the Administration Settings: Module settings> Drop down menus >JournalType),

3) Importance.

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

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  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 or Categories.

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.

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

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

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Learn more here.

Do you have questions? Our consultants have answers.

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