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Set Up Reminders in eWay-CRM Mobile for Journal and Document

Set up a next step after a call or meeting.

You can create a reminder in eWay-CRM while creating a new journal or attaching a new document/photo.

  1. On the Step New Journal, New Document or New Photo, find a toggle Set reminding task.
  2. Tap Reminder


  3. Tap on it, select the date and click OK.
  4. Set Date


  5. Select specific time and confirm your choice.
  6. Set Time


  7. Click Save in the top right corner.
  8. Save Task

The reminder will appear in both your eWay-CRM and in the Outlook Task list as a regular task.

If you need to edit or delete a reminder, you can do it on your computer or tablet within eWay-CRM 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


Contacts & Companies

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



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



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


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