Outlook CRM Background

Attach Photos in eWay-CRM Mobile

Take pictures of meeting minutes or documents using your mobile phone.

If you prefer using a whiteboard / pen & paper with your clients or partners in meetings, you may want to take pictures after meetings and attach them to contacts, companies, leads or projects.

  1. Open a record (contact, company, lead 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 Photo.
  4. Add New Photo

     

  5. Take a picture and tap Use Photo/OK to save the photo.
  6. Use Photo

     

  7. Fill in the desired fields, e.g. Name and 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.
  8. Save Photo

If you need to edit or delete a photo, you can do it on your computer or tablet within 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.

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