Automatically Generate a Journal Entry When Initiating a Phone Call from eWay

1 votes

. I frequently initiate a phone call from the eWay database. It would be great if this would automatically pull up a time/date stamped journal entry. This could then be kept as is a reminder that a call was made, or notes from the call could be added to the journal entry. I am not sure how hard it would be to add this feature.

Done Suggested by: Tracy Hertel (11 Dec, '20) • Upvoted: 11 Dec, '20 • Comments: 1

Comments: 1

11 Dec, '20
Jan Lalinsky Admin
Hello Tracy,

we have a setting in eWay-CRM that automatically creates a journal if you are on a phone with somebody longer than XY sec. If you set it up for 1 sec, it could help.

What do you think?

https://kb.eway-crm.com/documentation/5-administration-application/administration-application-older-version-of-administration-environment/5-7-global-settings/category-main/minimum-duration-of-a-call-in-seconds-after-which-a-new-journal-will-be-created-when-the-call-finishes

Jan