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Add Journals to Contacts

Track Phone Calls and Meeting Minutes with your Customers.

  1. Open a Contact.
  2.  

  3. Click Add New and choose Journal.
  4. Add New Journal to Contact

     

  5. The Journal card will pop up with the prefilled Contact, Start Time and End Time. Additionally, you can specify other fields:
  6. New Journal Dialog

    NumberDescription
    1Subject (short desciption of the activity, e.g. “Initial call,“ “Follow-up call,“ “Discussion about …“).
    2Type (the drop-down menu can be customized in the Administration Settings: Module Settings> Drop Down Menus > Journal Type).
    You can also add Superior Item or Customer.

     

  7. Use Note field to specify details of a call/meeting.
  8. Note on Journal

  9. Click Save.
  10.  

  11. In the the lower half of the Journal card, you can attach such related information as:
    • Emails
    • Documents
    • Tasks
    • Calendar events
    • Deals
    • Projects
    • Companies
    • Contacts
    • Marketing Campaigns
    • Products
    • Categories
    • Users (team members involved)

To link different modules, you can also use the buttons Add New and Link to Existing on the top ribbon.

Add and Link Item to Contact

 
Now, you can find all your activities under the Journal tab on the contact card.

Journal Tab on Contact

You can filter or group items by any field, e.g. by Type.

Grouped Journals on Contact

Learn more here.

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.

Choose from the following modules

Contact

Contacts & Companies

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

Sales

Sales

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

Project

Projects

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

Marketing

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