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Suggestions for improving eWay-CRM Outlook Addin.

Add
55 votes

Define my own Word / PDF templates / edit the existing ones

Suggested by: Jan Lalinský (03 Nov, '18) • Upvoted: 03 Dec, '21 • Comments: 9
Under consideration
48 votes

Integrate with Outlook for Web

Suggested by: Jan Lalinsky (26 Sep, '20) • Upvoted: 21 Dec, '21 • Comments: 1
Done
47 votes

OneDrive as desitination for filing documents

Suggested by: Amir Khodaparast (27 Nov, '18) • Upvoted: 03 Dec, '21 • Comments: 5
Under consideration
40 votes

dashboard

Suggested by: Robert Köhn (14 Feb, '20) • Upvoted: 03 Dec, '21 • Comments: 2
Under consideration
39 votes

Change the field name

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 04 Oct, '21 • Comments: 7
Under consideration
38 votes

Duplicity Merge

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 05 Jan • Comments: 4
Under consideration
32 votes

Change the name of modules

Suggested by: Jan Lalinsky (03 Nov, '18) • Upvoted: 27 Nov, '21 • Comments: 5
Under consideration
30 votes

In cell editing

Suggested by: Jim (07 Mar, '19) • Upvoted: 19 Nov, '21 • Comments: 7
Planned
29 votes

Ability to change username

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

Kandban views for Deals, Tasks or Projects

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 23 Dec, '21 • Comments: 1
Under consideration
27 votes

Different offices / addresses / branches

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 04 Oct, '21 • Comments: 2
Under consideration
25 votes

Bulk Changes

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 04 Oct, '21 • Comments: 5
Under consideration
25 votes

Gantt chart

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 05 Jan • Comments: 2
Under consideration
24 votes

Synchronize address between contacts and companies

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 27 May, '21 • Comments: 4
Under consideration
20 votes

Company Logo

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 28 Aug, '21 • Comments: 2
Done
20 votes

Synchronize contact categories

Suggested by: Greg Nakashima (12 Mar, '19) • Upvoted: 02 Dec, '21 • Comments: 0
Under consideration
18 votes

Custom field - Query

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 28 Dec, '21 • Comments: 2
Under consideration
18 votes

Add the integration with Microsoft OneNote

Suggested by: Moderator (07 Mar, '19) • Upvoted: 04 Oct, '21 • Comments: 1
Under consideration
16 votes

Integration with LinkedIn Sales Navigator

Suggested by: Jan Lalinsky (09 Nov, '18) • Upvoted: 25 Dec, '21 • Comments: 3
Under consideration
16 votes

Allow Mail Merge to populate an existing Word Template

Suggested by: Greg Nakashima (13 Mar, '19) • Upvoted: 12 Sep, '21 • Comments: 2
Under consideration
16 votes

Pull information from signature

Suggested by: Greg Nakashima (23 Aug, '19) • Upvoted: 18 Nov, '21 • Comments: 1
Under consideration
16 votes

Integration with QuickBooks Desktop

Suggested by: Hannah (04 Jun, '21) • Upvoted: 19 Nov, '21 • Comments: 0
Under consideration
15 votes

Tracking timer

Suggested by: Marazzini (27 Jan, '19) • Upvoted: 21 Dec, '21 • Comments: 5
Under consideration
15 votes

contact search in outlook

Suggested by: Tobias Laßner (23 Jan, '19) • Upvoted: 18 Nov, '21 • Comments: 1
Under consideration
14 votes

Share button

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 06 Oct, '20 • Comments: 3
Under consideration
13 votes

Manually backup eWay-CRM database

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 07 Jul, '21 • Comments: 2
Under consideration
12 votes

Zapier Integration

Suggested by: Jan Lalinsky (29 Nov, '19) • Upvoted: 08 Oct, '20 • Comments: 9
Done
12 votes

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

Suggested by: Jan Lalinsky (26 Nov, '18) • Upvoted: 28 Aug, '21 • Comments: 5
Under consideration
12 votes

"Folders" to manage documents

Suggested by: Greg Nakashima (27 Nov, '18) • Upvoted: 18 Nov, '21 • Comments: 0
Under consideration
11 votes

Integration with QuickBooks

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 28 Aug, '21 • Comments: 2
Done
10 votes

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

Suggested by: Coplexia Cloud SSC (31 Mar, '19) • Upvoted: 28 Aug, '21 • Comments: 0
Under consideration
10 votes

Workflow - Simplified UI

Suggested by: Greg Nakashima (07 Nov, '18) • Upvoted: 18 Nov, '21 • Comments: 0
Under consideration
10 votes

Integration with MailChimp

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

Deals, Projects, Companies and Contacts in one page

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 30 Nov, '21 • Comments: 0
Under consideration
9 votes

Automatically link email replies with Professional Marketing Campaign

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 18 Dec, '20 • Comments: 0
Under consideration
9 votes

Custom fields in relations

Suggested by: Jan Lalinsky (29 Oct, '18) • Upvoted: 05 Jan • Comments: 0
Under consideration
8 votes

Note with text formatting

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 21 Dec, '19 • Comments: 4
Done
8 votes

Preview panels

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 02 Jul, '20 • Comments: 3
Done
8 votes

Contact Full name as "First name Last name"

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 19 Feb, '20 • Comments: 1
Done
8 votes

eWay-CRM Web Access

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 26 Feb, '20 • Comments: 1
Done
8 votes

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

Suggested by: Matteo (26 Mar, '21) • Upvoted: 07 Apr, '21 • Comments: 0
Under consideration
8 votes

Integration into Teams

Suggested by: Moderator (24 Mar, '20) • Upvoted: 27 May, '21 • Comments: 0
Under consideration
7 votes

Layout by Type

Suggested by: Jan Lalinsky (31 Oct, '18) • Upvoted: 19 Feb, '19 • Comments: 5
Done
7 votes

User Views should be more visible

Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 09 Mar, '21 • Comments: 3
Done
7 votes

Workflow automation for emails

Suggested by: Tzanko (26 Mar, '21) • Upvoted: 18 Nov, '21 • Comments: 0
Under consideration
7 votes

OCR card reader integration

Suggested by: Daniel (11 Nov, '19) • Upvoted: 27 May, '21 • Comments: 0
Under consideration
7 votes

Integration

Suggested by: Martin Korsgaard (16 Sep, '19) • Upvoted: 02 Jul, '20 • Comments: 0
Under consideration
6 votes

Outlook Mobile App integration

Suggested by: Lee McCracken (26 Jan, '20) • Upvoted: 07 Jul, '21 • Comments: 3
Done
6 votes

Please allow Business Card View instead of the List view for Contacts and Companies

Suggested by: Joe C (14 Nov, '20) • Upvoted: 18 Nov, '21 • Comments: 1
Under consideration
6 votes

Convert Journals to Time Sheet

Suggested by: Greg Nakashima (16 Jan, '19) • Upvoted: 11 Nov, '21 • Comments: 1
Under consideration

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