Once you selected a superior item, the event‘s details (Subject, Location and Notes) will be prefilled automatically. Also, records from Journal will appear in the Notes section.Open a calendar event in Outlook and select a Superior Item (Contact) in the bottom part of the window.You can create a calendar event right in the Microsoft Outlook calendar and link it to eWay-CRM. The calendar event will appear both in your Microsoft Outlook calendar and on the Contact Card. Specify Start time and End time and click Save & Close.You may want to delete your notes before sending the invite to other attendees. If you want to invite other users to the event, use the button Invite Attendees in the top part of the window.It’s especially useful when you are on the go, but have your mobile phone synced with Outlook. Journal records transferred from eWay-CRM to the Note of the calendar event will remind you of details of previous negotiations. Adding Events in Outlook Calendar Guests: You can add guests to the event by mapping Email fields in your form using the merge icon.
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