Outlook CRM Background

Assign Calendar Events to Contacts

Get Maximum from eWay-CRM.


  1. How to Create Calendar Event in eWay-CRM
  2. How to Create Calendar Event in Outlook

You can create a calendar event right on the item card in eWay-CRM (Contact, Deal, etc.) or in your Microsoft Outlook calendar and relate it to an item in eWay-CRM.

How to Create Calendar Event in eWay-CRM

  1. While working with a contact, click Add New and select Calendar.
  2. Add New Calendar to Contact


  3. A new calendar event will pop up with some filds prefilled: Subject, Location and Notes (see the table below).
  4. Contact in eWay-CRMCalendar Event in Outlook
    Street, CityLocation


    New Calendar

    Journal records transfered from eWay-CRM to the Note of the calendar event will remind you details of previous negotiations. It’s especially useful when you are on the go, but have your mobile phone synced with Outlook.

    If you want to invite other users to the event, use the button Invite Attendees in the top part of the window. You may want to delete your notes before sending the invite to other attendees.

    Invite Attendees


  5. Specify Start time and End time and click Save & Close. The calendar event will appear both in your Microsoft Outlook calendar and on the Contact Card.
  6. Event in Calendar

How to Create Calendar Event in Outlook

You can create a calendar event right in the Microsoft Outlook calendar and link it to eWay-CRM. To do that:

  1. Open a calendar event in Outlook and select a Superior Item (Contact) in the bottom part of the window. Once you selected a superior item, the event‘s details (Subject, Location and Notes) will be prefilled automatically. Also, records from Journal will appear in the Notes section.
  2. Superior Item of Calendar

  3. Click Save & Close to finish the process. After the meeting, you can convert the calendar event into Journal and write down notes from the meeting.

  5. Open your Microsoft Outlook Calendar.

  7. Right-click on the event and select Convert to Journal.
  8. Convert Calendar to Journal


  9. A journal card will pop-up, where you can write down your notes. If the event has not been saved to eWay-CRM earlier, you can select Superior Item/Customer/Contact Person now.
  10. Journal Created From Calendar

  11. Click Save and Close.

Do you have questions? Our consultants have answers.

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You can also book our consultant. We will make a demo just for you.

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table