- Open a record (contact, company, deal or project) and click on the plus sign in the top right corner (iOS) or bottom right corner (android).
- Select New Journal.
- Fill in the desired fields, e.g. Title, 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.
If you need to edit or delete a journal, you can do it on your computer or tablet within the eWay-CRM Outlook plug-in.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.