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HUB in eWay-CRM Mobile

Similar to HUB in eWay-CRM Outlook plug-in, HUB in eWay-CRM Mobile displays items related to an item opened–contact, company, deal or project. Here you can find:

  • Tasks
  • Calendar
  • Emails
  • Documents
  • Journals (journals of Response type are not displayed)

You can find them by clicking the round icon in the top right corner of the screen on Android phone or on the bottom of the screen on your iPhone.

In this new window you will find the list of items: non-complete tasks and calendar events, emails, documents and journals. Items are ordered by the end date (for tasks and calendar events) and date of creation (for emails, journals and documents).

The table below describes the icons‘ meanings.

AndroidiPhoneModuleDisplayed information
Tasks Task name, Solver, Due date, First lines of description
Events Event name, Start and End date, First lines of description
Emails Subject, Email address of the sender, Email address of the receiver, Date of sending, First lines of the email
Documents Document name, First lines of description
Journals Journal name, Start and End date, First lines of description

For example, the picture below presents the journal card.

Filter Items in Your HUB

You can display only those items you really want in your HUB. To do so, you need to:

  • iPhones: Tap View in the right-top corner of the HUB.
  • Android phones: Click three dots icon in the right-top corner of the HUB.

You will see menu where you can mark or unmark modules you want or do not want to see in your HUB.