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Journals Automatically Created After Phone Call

This function is currently available only for smart phones with Android.

eWay-CRM Mobile offers you journals right after finishing your phone call. This option will be displayed as notification.

Allow eWay-CRM Mobile Access to Phone Calls

This is the basic requirement to have the function available in eWay-CRM Mobile. You need to allow eWay-CRM Mobile to access phone calls only once - when you install application and login to your account for the first time. You will see this dialog:

  • Allow - the function to create automatic journal will be enabled. eWay-CRM Mobile always looks only on the last call, not to the whole list of calls.
  • Deny - eWay-CRM Mobile will have not the access to your phone calls and the function of automatic journals will be disabled.

Basic Conditions for Creating Automatic Journals After Phone Call

  • The requirement from the previous text is met.
  • Journal is offered after incoming and outgoing calls that were accepted.
  • Journal is offered only in the case that eWay-CRM Mobile recognizes the phone number - it means that the phone number is saved in eWay-CRM Mobile under deal, contact or company.

Automatically Offered Journal

As soon as you finish your call, you will be offered to create a journal in the notification area. You will see notification like this:

You have these options:

  • Create Journal - it will open the window for edit of new journal with prefilled fields: Superior Item, Contact and Company are prefilled based on the relation with the phone number and also phone number and time is prefilled. For editing the journal, you can follow this article: Adding New Journals, Documents, Photos.
  • Open Item - it will open the detail of the contact, company or deal to what the phone number is related.