Outlook CRM Background

Add a Journal in eWay-CRM Mobile

Put down notes on the go.

  1. 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).
  2. Add Item


  3. Select New Journal.
  4. Add New Journal


  5. 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.
  6. Save Journal

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