360
votes
Online: Form designer
Under consideration
334
votes
244
votes
Online: Import from Excel
Planned
189
votes
Integration with the Outlook calendar (for eWay-CRM Online)
Including converting meetings into journals in eWay-CRM.
Done
182
votes
Online: Synchronize tasks with To Do / Planner / Outlook calendar
Currently, if you have a list of tasks without a superior item selected they will not show up in eWay. In the settings, there should be an option to allow tasks to ...
Under consideration
180
votes
Define my own Word / PDF templates / edit the existing ones
eWay-CRM can export data into predefined Word templates. Please add some kind of designer so that we can create our own ones or modify the predefined ones.
Done
180
votes
Dark Mode for eWay-CRM Online / Preview Panel
Ability to change to inverse black background mode.
Under consideration
156
votes
Duplicity Merge
From time to time, I need to select two contacts and merge them as I made a mistake and I have a duplicate.
Planned
129
votes
Change the field name
eWay-CRM comes up with a set of predefined fields for every records. Contacts contain First Name, Last Name, etc.
From time to time, I want to change a name of the ...
Under consideration
129
votes
Different offices / addresses / branches
eWay-CRM is missing a clear way how to track more addresses / offices / branches for the same company.
We work in facility management industry. We manage different ...
Under consideration
126
votes
Save the email attachment to the Documents tab / module automatically
It would be beneficial to be able to drag an email attachment (or multiples) directly from an an email into documents tab of a superior item (project, deal, etc.). ...
Under consideration
111
votes
OneDrive as desitination for filing documents
Option to save files to OneDrive for Business / SharePoint instead of SQL Database
Under consideration
107
votes
Track if Email was opened
See if sent email was opened by recipient without the notification required by Outlook's read receipt.
Under consideration
100
votes
Online: German language pack
I could imagine using eWay CRM, but for all program parts, also the mobile app, there must be a german version.
Under consideration
88
votes
Gantt chart
My company works with projects and tasks. We are missing one single view on all projects, their tasks, statuses, etc.
Microsoft Project has something that's called ...
Under consideration
82
votes
Integration with WhatsApp or other chatting apps
It would be nice to see WhatsApp chats or other apps chats in eWay-CRM HUB.
Under consideration
80
votes
76
votes
Online: On-premise installation
Under consideration
76
votes
Online: Download a document / open a link to a document from the list / grid
Under consideration
75
votes
Custom fields in relations
I can create a custom field in any module. Fine. But if I want to create a custom field representing a role contact has on a project - that's not possible. I can't ...
Under consideration
75
votes
Online: Task Reminder
Under consideration
69
votes
Change the name of modules
I would like to be able to rename the module names. In our industry, we don't call matters as "Projects" but "Cases". Other customers might want to change other ...
Under consideration
69
votes
63
votes
58
votes
57
votes
Kandban views for Deals, Tasks or Projects
Implement the kandban view in for deals / projects (and maybe even tasks)?
Done
56
votes
Synchronize address between contacts and companies
If I change an address on a company, I want it to be automatically propagated to all contacts that belong to the company.
The same should work vice versa. If I ...
Under consideration
55
votes
54
votes
Central Admin Center for Building Workflows
A single workspace to edit/build workflows, fields, etc. would be amazing. Right now there is the Administration Center (online portal) and the Administration ...
Under consideration
54
votes
Integration with QuickBooks Desktop
The ability to integrate with QuickBooks Desktop would be a huge bonus with eWay. QB Online is great, but it requires yet another subscription that most small ...
Under consideration
52
votes
Online: Project team
Under consideration
50
votes
Call tracking over Teams
Under consideration
48
votes
To be able to restore a deleted Item
When deleting an Item (- a contact, Company, Email or Journal) by mistake.
To store the deleted Item in a bin and be able to restore the Item from the Administration
Under consideration
47
votes
"Folders" to manage documents
Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc.
Similar to Windows folders
Under consideration
46
votes
Bulk Changes
I want to be able to change a field value for all of my companies. In my case, I made a custom field and I want to set the initial values up. But I remember we wanted ...
Done
43
votes
OCR card reader integration
We would like to see a feature that allows for the integration of an OCR text scanner. It should allow us to scan the information on business cards directly into ...
Under consideration
41
votes
Integration with MailChimp
Your Professional Emails are great. But we are used to MailChimp in our organization. Can you make an integration with that as well?
Done
40
votes
Ability to Assign Multiple Users to a Task
The ability to assign a task to multiple users would be a great feature. We often have tasks that can be completed by more than one person and it would be nice to ...
Under consideration
39
votes
Drip Campaigns
Easier set-up. Use the Mail Merge with any template's you'd like, import them with the set dynamic/auto-fill fields and have it where in the workflow of a marketing ...
Under consideration
38
votes
Bookkeeping - Timesheets and Relationships
The ability to insert timesheets into bookkeeping records would be amazing! For companies that sell services and invoice for hours spent on a project this feature ...
Under consideration
38
votes
Synchronize contact categories
When importing/synchronizing contacts between eWay-CRM and Outlook, please include the option to transfer categories as well.
I understand some users want to keep ...
Done
37
votes
Custom field - Query
I want to be able to create a custom field that would be automatically calculated of other values. You wrote me a trigger, nice. But I want to do such things by myself.
Under consideration
36
votes
Pull information from signature
Populate phone number, address, job title fields from the signature into the relevant fields
Done
36
votes
Integration into Teams
Lot of other people, we are now working with MS Teams & Planner at the home office. Maybe eWay-CRM could be integrated into Teams
Done
36
votes
Setup and sort dropdown fields in admin center alphapetically
Right now you have to define each position manually
Done
34
votes
Integration with LinkedIn Sales Navigator
Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Under consideration
32
votes
Tracking timer
A timer that can be activated when working on a project or task and automatically create a time sheet
Under consideration
32
votes
eWay-CRM Online: Add New item in seperate popup window
When adding a new journal or task, it is very difficult to work when my deal/contact/etc is covered by the new item.
Under consideration
32
votes
Ability to Convert Custom Fields Type
It would be great to be able to edit not just the Custom Fields Name and Description, but also the Type. I sometimes create a field in the wrong type and it would be ...
Under consideration
31
votes
Ability to change username
If I create eWay-CRM Free or Premium Trial, the accounts are generated automatically as eWayUser1, eWayUser2, etc.
Please give me the option to change them. I ...
Done