Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.

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.

Option to save files to OneDrive for Business / SharePoint instead of SQL Database

Create an integration with the web Outlook.

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 ...

like bcm from microsoft.

From time to time, I need to select two contacts and merge them as I made a mistake and I have a duplicate.

get In cell editing

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 ...

Implement the kandban view in for deals / projects (and maybe even tasks)?

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

ID 32397

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 ...

A timer that can be activated when working on a project or task and automatically create a time sheet

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.

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.

Can you please integrate eWay-CRM with LinkedIn Sales Navigator?

Populate phone number, address, job title fields from the signature into the relevant fields

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.

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 ...

Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc. Similar to Windows folders

An administration settings is missing a module for manually backing up eWay-CRM database.

Please integrate eWay-CRM with Zapier. It will help you easily integrate your software with thousands of others.

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.

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 ...

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 ...

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.

Lot of other people, we are now working with MS Teams & Planner at the home office. Maybe eWay-CRM could be integrated into Teams

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 ...

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.

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 ...

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 ...

Your Professional Emails are great. But we are used to MailChimp in our organization. Can you make an integration with that as well?

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 ...

Notes in eWay-CRM are plaintext only. I want to be able to change font, size, colors, bullets, etc.

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 ...

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"? ...

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.

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. ...

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 ...

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,

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 ...

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 ...

Such an important feature and the smallest button possible. Make it bigger!

Now used hugely in the uk and is push out sage as it works from the cloud.