How to Attach Photos in eWay-CRM Mobile

Take pictures of meeting minutes or documents using your mobile phone

How to Start Using eWay-CRM » eWay-CRM Mobile » How to Attach Photos in eWay-CRM Mobile

If you prefer using a whiteboard / pen & paper with your clients or partners in meetings, you may want to take pictures after meetings and attach them to contacts, companies, leads or projects.

  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 Photo.

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  3. Take a picture and tap Save/OK to save the photo.

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  4. Fill in the desired fields, e.g. Name and 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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If you need to edit or delete a photo, you can do it on your computer or tablet within eWay-CRM Outlook plug-in.

Do you have questions? Our consultants have answers.

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