Outlook CRM Background

A lot of task is related to emails you receive. eWay-CRM allows you to easily convert email to task so you have all duties on one place – in eWay-CRM Tasks module. You do not have to switch among inbox, tasks, you journal and stickers on your monitor.

  1. Right-click email.
  2. Select Convert to Task.

  3. If the email has filled Superior Item field, this superior item is pre-filled on task, too. Subject of task is same as Subject of the email. You just select the date when the task should be done.

  4. Notice that email is automatically related to the task.

Note. Convert to Task button is also available in the ribbon of the opened email window.

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.