Suggestions for improving eWay-CRM Outlook Addin.

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.
Suggested by: Jan Lalinský (03 Nov, '18) Upvoted: 07 Oct Comments: 10
Under consideration

OneDrive as desitination for filing documents

Option to save files to OneDrive for Business / SharePoint instead of SQL Database
Suggested by: Amir Khodaparast (27 Nov, '18) Upvoted: 15 Nov Comments: 5
Under consideration

Integrate with Outlook for Web

Create an integration with the web Outlook.
Suggested by: Jan Lalinsky (26 Sep, '20) Upvoted: 05 Mar Comments: 1
Done

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 ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 02 Sep Comments: 7
Under consideration

dashboard

like bcm from microsoft.
Suggested by: Robert Köhn (14 Feb, '20) Upvoted: 23 Jul Comments: 2
Under consideration

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.
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 06 Apr Comments: 4
Under consideration

In cell editing

get In cell editing
Suggested by: Jim (07 Mar, '19) Upvoted: 06 Sep Comments: 7
Planned

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 ...
Suggested by: Jan Lalinsky (03 Nov, '18) Upvoted: 25 Aug Comments: 5
Under consideration

Kandban views for Deals, Tasks or Projects

Implement the kandban view in for deals / projects (and maybe even tasks)?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 02 Nov Comments: 1
Under consideration

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 ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 01 Sep Comments: 2
Under consideration

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 ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 19 Feb, '20 Comments: 2
Done

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 ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 13 Aug Comments: 7
Under consideration

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 ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 02 Nov Comments: 4
Under consideration

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 ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 22 May Comments: 2
Under consideration

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 ...
Suggested by: Hannah (04 Jun, '21) Upvoted: 13 Sep Comments: 0
Under consideration

Add the integration with Microsoft OneNote

ID 32397
Suggested by: Moderator (07 Mar, '19) Upvoted: 29 Aug Comments: 2
Under consideration

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 ...
Suggested by: Greg Nakashima (12 Mar, '19) Upvoted: 06 Apr Comments: 0
Under consideration

Tracking timer

A timer that can be activated when working on a project or task and automatically create a time sheet
Suggested by: Marazzini (27 Jan, '19) Upvoted: 15 Nov Comments: 5
Under consideration

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.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 03 Mar Comments: 2
Under consideration

Company Logo

Can you add an image-box onto the Company dialog? I want to add there company logo. Basically the same what you already have with contact photos.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 28 Aug, '21 Comments: 2
Done

Integration with LinkedIn Sales Navigator

Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Suggested by: Jan Lalinsky (09 Nov, '18) Upvoted: 14 Oct Comments: 3
Under consideration

Allow Mail Merge to populate an existing Word Template

Suggested by: Greg Nakashima (13 Mar, '19) Upvoted: 23 Jul Comments: 2
Under consideration

Pull information from signature

Populate phone number, address, job title fields from the signature into the relevant fields
Suggested by: Greg Nakashima (23 Aug, '19) Upvoted: 06 Sep Comments: 1
Under consideration

Share button

I want to have a button "Share" to be available in all modules of eWay-CRM. If I click on it, I can easily share an item with other colleagues of mine.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 23 Jul Comments: 3
Under consideration

contact search in outlook

a search field for contacts and companies like its integrated in outlook (search for persons). In outlook the person search can be attached as a pop-up. but it's ony ...
Suggested by: Tobias Laßner (23 Jan, '19) Upvoted: 18 Nov, '21 Comments: 1
Under consideration

"Folders" to manage documents

Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc. Similar to Windows folders
Suggested by: Greg Nakashima (27 Nov, '18) Upvoted: 29 Aug Comments: 0
Under consideration

Manually backup eWay-CRM database

An administration settings is missing a module for manually backing up eWay-CRM database.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 07 Jul, '21 Comments: 2
Under consideration

Zapier Integration

Please integrate eWay-CRM with Zapier. It will help you easily integrate your software with thousands of others.
Suggested by: Jan Lalinsky (29 Nov, '19) Upvoted: 08 Oct, '20 Comments: 9
Done

Create a new timesheet just by entering the number of hours spent

Now, if I want to create a new timesheet, I have to enter start and end time. I would like to enter just the number of hours spent.
Suggested by: Jan Lalinsky (26 Nov, '18) Upvoted: 28 Aug, '21 Comments: 5
Under consideration

Workflow automation for emails

When changing workflow status, eWay-CRM is to send out automatic emails to potential customers or current business partners. This is including prepopulated fields in ...
Suggested by: Tzanko (26 Mar, '21) Upvoted: 28 Aug Comments: 0
Under consideration

Integration with Microsoft Project (directly or via SharePoint Online list)

Often larger projects or programmes have to be properly structured in a more sophisticated professional scheduling software such as MS Project. Once all the major ...
Suggested by: Coplexia Cloud SSC (31 Mar, '19) Upvoted: 22 May Comments: 0
Under consideration

Integration with QuickBooks

I would love to synchronize my invoices from QuickBooks into eWay-CRM (and other modules as well, if possible) in order to see billing history by every client.
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 28 Aug, '21 Comments: 2
Done

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
Suggested by: Moderator (24 Mar, '20) Upvoted: 06 Oct Comments: 0
Under consideration

Workflow - Simplified UI

Have a visual UI where text can be edited from the Deals or Projects panel - like the contact form designer or drag and drop. A stage can be clicked on, renamed or ...
Suggested by: Greg Nakashima (07 Nov, '18) Upvoted: 17 Aug Comments: 0
Under consideration

Automatically link email replies with Professional Marketing Campaign

If I send a bulk email using Professional Emails and somebody replies me, I want the reply to be automatically linked with the marketing campaign.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 21 Aug Comments: 0
Under consideration

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 ...
Suggested by: Jan Lalinsky (29 Oct, '18) Upvoted: 03 Mar Comments: 1
Under consideration

Deals, Projects, Companies and Contacts in one page

I would love to see all deals, projects, companies and contacts on one page. I should easily scroll through them to see what needs to be done. Basically the same ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 17 Jan Comments: 0
Under consideration

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?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 25 Mar, '21 Comments: 0
Under consideration

Synchronize Tasks between eWay/Outlook

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 ...
Suggested by: Hannah Keller (17 Mar) Upvoted: 22 Sep Comments: 0
Under consideration

Note with text formatting

Notes in eWay-CRM are plaintext only. I want to be able to change font, size, colors, bullets, etc.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 21 Dec, '19 Comments: 4
Done

Preview panels

If I click on an email in Outlook, the message instantly appears so that I can read it. Add the same to eWay-CRM. If I want to open a project, I have to double ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 02 Jul, '20 Comments: 3
Done

Contact Full name as "First name Last name"

Currently, the full name is automatically generated as Last name, First name (i.e. Clinton, Bill). How about to give people a choice to change it to "Bill Clinton"? ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 19 Feb, '20 Comments: 1
Done

eWay-CRM Web Access

You used to have a web interface for eWay-CRM. How about to update it? I have couple of colleagues using Mac. It would be handy for them.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 26 Feb, '20 Comments: 1
Done

Assign colleague as organizer in eWay-CRM calendar event and populate fields

In case a colleague is out of office, or busy, I need to be able to work on his behalf with regards to eWay-CRM calendar events within Deals Module or other modules. ...
Suggested by: Matteo (26 Mar, '21) Upvoted: 07 Apr, '21 Comments: 0
Under consideration

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 ...
Suggested by: Daniel (11 Nov, '19) Upvoted: 23 Aug Comments: 0
Under consideration

Format font size and row height in Eway 7

Eway 7 is great but the text can be too big. In Views, there needs to be a way to change size of text globally as well as row height so we can see more - as in Eway 6,
Suggested by: Jeff (20 Nov, '21) Upvoted: 20 May Comments: 7
Planned

Layout by Type

You created the Form Designer. Great feature as I am able to design my own look of any form. I need to set up different layouts for different types of items ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 19 Feb, '19 Comments: 5
Done

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 ...
Suggested by: Hannah (15 Jul) Upvoted: 29 Aug Comments: 4
Under consideration

User Views should be more visible

Such an important feature and the smallest button possible. Make it bigger!
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 09 Mar, '21 Comments: 4
Done

Integration of www.xero.com It is an accounting package

Now used hugely in the uk and is push out sage as it works from the cloud.
Suggested by: Raymond Vidot (20 Jan, '20) Upvoted: 02 Nov Comments: 2
Under consideration

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