Suggestions for improving eWay-CRM.

96 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.
Suggested by: Jan Lalinský (03 Nov, '18) Upvoted: 03 May Comments: 10
Under consideration
79 votes

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: yesterday Comments: 7
Under consideration
65 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 ...
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: yesterday Comments: 8
Under consideration
57 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.
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: yesterday Comments: 6
Under consideration
54 votes

dashboard

like bcm from microsoft.
Suggested by: Robert Köhn (14 Feb, '20) Upvoted: 28 Mar Comments: 2
Under consideration
52 votes

Integrate with Outlook for Web

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

In cell editing

get In cell editing
Suggested by: Jim (07 Mar, '19) Upvoted: 22 Mar Comments: 12
Planned
45 votes

Kandban views for Deals, Tasks or Projects

Implement the kandban view in for deals / projects (and maybe even tasks)?
Suggested by: Jan Lalinský (30 Oct, '18) Upvoted: 13 Mar Comments: 3
Done
44 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 ...
Suggested by: Jan Lalinský (03 Nov, '18) Upvoted: 28 Mar Comments: 5
Under consideration
42 votes

Add the integration with Microsoft OneNote

ID 32397
Suggested by: Moderator (07 Mar, '19) Upvoted: 28 Mar Comments: 4
Under consideration
40 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 ...
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: 28 Mar Comments: 2
Under consideration
38 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 ...
Suggested by: Jan Lalinský (30 Oct, '18) Upvoted: 28 Mar Comments: 5
Under consideration
38 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 ...
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: 22 Apr Comments: 2
Under consideration
34 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 ...
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: 28 Mar Comments: 10
Under consideration
33 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 ...
Suggested by: Hannah (04 Jun, '21) Upvoted: 21 Mar Comments: 1
Under consideration
32 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 ...
Suggested by: Moderator (12 Mar, '19) Upvoted: 28 Mar Comments: 1
Under consideration
32 votes

Setup and sort dropdown fields in admin center alphapetically

Right now you have to define each position manually
Suggested by: Marek Mikeš (01 Nov, '23) Upvoted: 28 Mar Comments: 0
Under consideration
30 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 ...
Suggested by: Moderator (19 Aug, '19) Upvoted: 19 Apr Comments: 0
Under consideration
29 votes

Pull information from signature

Populate phone number, address, job title fields from the signature into the relevant fields
Suggested by: Moderator (23 Aug, '19) Upvoted: 28 Mar Comments: 7
Under consideration
29 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 ...
Suggested by: Jan Lalinský (31 Oct, '18) Upvoted: 19 Feb, '20 Comments: 2
Done
29 votes

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, '22) Upvoted: 22 May Comments: 1
Under consideration
24 votes

Integration with LinkedIn Sales Navigator

Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Suggested by: Raymond Vidot (09 Nov, '18) Upvoted: 19 Mar Comments: 3
Under consideration
23 votes

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: 25 Jan, '23 Comments: 5
Under consideration
23 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.
Suggested by: Jan Lalinský (30 Oct, '18) Upvoted: 28 Mar Comments: 2
Under consideration
22 votes

"Folders" to manage documents

Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc. Similar to Windows folders
Suggested by: Moderator (27 Nov, '18) Upvoted: 28 Mar Comments: 0
Under consideration
21 votes

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 Lalinský (30 Oct, '18) Upvoted: 10 Dec, '23 Comments: 2
Done
20 votes

Allow Mail Merge to populate an existing Word Template

Suggested by: Moderator (13 Mar, '19) Upvoted: 11 Sep, '23 Comments: 2
Under consideration
20 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.
Suggested by: Ernest (28 Mar) Upvoted: 28 Mar Comments: 0
Under consideration
18 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 ...
Suggested by: Hannah (15 Jul, '22) Upvoted: 15 Apr Comments: 4
Under consideration
17 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
Suggested by: Moderator (24 Mar, '20) Upvoted: 28 Mar Comments: 1
Under consideration
17 votes

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: 06 Oct, '23 Comments: 1
Under consideration
16 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 ...
Suggested by: Hannah (25 Aug, '22) Upvoted: 15 Apr Comments: 0
Under consideration
15 votes

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 Lalinský (30 Oct, '18) Upvoted: 23 Jul, '22 Comments: 4
Done
15 votes

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: 10 May Comments: 0
Under consideration
14 votes

Manually backup eWay-CRM database

An administration settings is missing a module for manually backing up eWay-CRM database.
Suggested by: Jan Lalinský (30 Oct, '18) Upvoted: 15 Mar Comments: 3
Under consideration
14 votes

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: 28 Mar Comments: 0
Under consideration
13 votes

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 Lalinský (30 Oct, '18) Upvoted: 28 Mar Comments: 0
Under consideration
12 votes

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: Raymond Vidot (26 Nov, '18) Upvoted: 28 Aug, '21 Comments: 5
Under consideration
12 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 ...
Suggested by: Daniel (11 Nov, '19) Upvoted: 03 May Comments: 2
Under consideration
12 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?
Suggested by: Jan Lalinský (30 Oct, '18) Upvoted: 13 Mar Comments: 0
Under consideration
11 votes

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
11 votes

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: 28 Mar Comments: 2
Under consideration
11 votes

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 Lalinský (31 Oct, '18) Upvoted: 06 Oct, '23 Comments: 2
Done
11 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 ...
Suggested by: Jan Lalinský (29 Oct, '18) Upvoted: 26 Mar Comments: 1
Under consideration
11 votes

History of XLS Exports from eWay-CRM

It would be great to log the history of XLS exports from eWay-CRM so there is a way to find who exported what when. For example if some former employee didn't steal ...
Suggested by: David Coufal (09 Apr) Upvoted: 09 Apr Comments: 0
Under consideration
11 votes

Track if Email was opened

See if sent email was opened by recipient without the notification required by Outlook's read receipt.
Suggested by: Ev Stephen (05 Aug, '20) Upvoted: 10 May Comments: 0
Under consideration
11 votes

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: Moderator (07 Nov, '18) Upvoted: 17 Aug, '22 Comments: 0
Under consideration
10 votes

Integration with WhatsApp or other chatting apps

It would be nice to see WhatsApp chats or other apps chats in eWay-CRM HUB.
Suggested by: Raymond Vidot (29 Nov, '18) Upvoted: 28 Mar Comments: 3
Under consideration
10 votes

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

List view is basically useless when searching through contacts or working with categories. Please allow for the business card view with category coloering to match ...
Suggested by: Joe C (14 Nov, '20) Upvoted: 28 Mar Comments: 1
Under consideration
10 votes

Separate "Journal" for Marketing Module

Right now, every time I send a Marketing email the system automatically creates multiple journal entries for every intended recipient, which is great for keeping on ...
Suggested by: Hannah (08 May, '23) Upvoted: 15 Apr Comments: 0
Under consideration