A lot of task is related to emails you receive. eWay-CRM allows you to easily convert email to task so you have all duties on one place – in eWay-CRM Tasks module. You do not have to switch among inbox, tasks, you journal and stickers on your monitor.
- Right-click email.
- Select Convert to Task.
- If the email has filled Superior Item field, this superior item is pre-filled on task, too. Subject of task is same as Subject of the email. You just select the date when the task should be done.
- Notice that email is automatically related to the task.
Note. Convert to Task button is also available in the ribbon of the opened email window.