Add a New Meeting to a Project

This feature is available in module Projects (Free).

Contents

1. How to Create Meeting in eWay-CRM Desktop
2. How to Create Meeting in Microsoft Outlook Desktop

You can create a calendar event right on the Project card in eWay-CRM or in Outlook calendar and link it with the project later.

How to Create Meeting in eWay-CRM

1. While working with a project, click Add New and select Calendar.
   



 

2. A new calendar event will pop up with some fields pre-filled: Title, Location and Notes (see the table below).
Note
You can turn off the transfer od notes. Go to eWay-CRM Settings > Calendars. For more information, read this article.

Project in eWay-CRM	Calendar Event in Outlook
Customer	Title
Name	Title
Street, City	Location
Journal	Notes

 



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

 

3. 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.



 

4. Specify Start time and End time and click Save & Close. The calendar event will appear both in your Microsoft Outlook calendar and on the Project Card.

How to Create Meeting in Microsoft 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 (project) in the bottom part of the window. Once you selected a superior item, the event‘s details (Title, Location and Notes) will be pre-filled automatically. Also, records from Journal will appear in the Notes section.



 

2. 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.

 

3. Open your Microsoft Outlook Calendar.

 

4. Right-click on the event and select Convert to Journal.



 

5. 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.



 

6. Click Save and Close.