How to Set Up Reminders in eWay-CRM Mobile

Set up a next step after a call or meeting

How to Start Using eWay-CRM » eWay-CRM Mobile » How to Set Up Reminders in eWay-CRM Mobile

You can create a reminder in eWay-CRM while creating a new journal or attaching a new document/photo.

  1. On the Step New Journal, New Document or New Photo, find a toggle Set reminding task.

  2. Tap on it, select the date and click OK.

  3. Click Save in the top right corner.

The reminder will appear in both your eWay-CRM and in the Outlook Task list as a regular task.

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

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