Our customers made these suggestions for improving Desktop. Suggestions for improving Desktop.
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.
Under consideration
OneDrive as desitination for filing documents
Option to save files to OneDrive for Business / SharePoint instead of SQL Database
Under consideration
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
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.
Under consideration
Kandban views for Deals, Tasks or Projects
Implement the kandban view in for deals / projects (and maybe even tasks)?
Under consideration
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
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
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
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 ...
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 ...
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 ...
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 ...
Under consideration
Pull information from signature
Populate phone number, address, job title fields from the signature into the relevant fields
Under consideration
Tracking timer
A timer that can be activated when working on a project or task and automatically create a time sheet
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.
Under consideration
Integration with LinkedIn Sales Navigator
Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Under consideration
Allow Mail Merge to populate an existing Word Template
Under consideration
"Folders" to manage documents
Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc.
Similar to Windows folders
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.
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 ...
Under consideration
Manually backup eWay-CRM database
An administration settings is missing a module for manually backing up eWay-CRM database.
Under consideration
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
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 ...
Under consideration
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.
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 ...
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 ...
Under consideration
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
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 ...
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?
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.
Under consideration
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.
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 ...
Under consideration
Track if Email was opened
See if sent email was opened by recipient without the notification required by Outlook's read receipt.
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 ...
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 ...
Under consideration
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. ...
Under consideration
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
Integration
Wanted:
Integration between eWay-CRM and Office 365 OneNote.
Integration between eWay-CRM and Office 365 OneDrive.
Under consideration
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 ...
Under consideration
Convert Journals to Time Sheet
Journals have a time stamp the beginning of a call but the end needs to be manually entered. Include a button to insert the current time for the end and then convert ...
Under consideration
Check for potential duplicity when saving an attachment from the email into eWay-CRM
When saving an email attachment into eWay-CRM there is no clear sign whether or not this attachment has been saved into eWay-CRM earlier. Plus it is possible to save ...
Under consideration
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
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
Custom fields to search in the list of superior items
when user wants to choose superior item, there is no option to add custom fields which can be important for search in some cases
Under consideration
Automatically Track All Emails
If I send an email to somebody who is listed as my contact, a dialog pops up asking me if I want to save the email into eWay-CRM. But if the contact does not exist, ...
Under consideration
NEW EMAIL button in the eWay-CRM tab
When working with emails in the eWay-CRM tab, it is not possible to create a new email without switching to the HOME tab. There should be a NEW EMAIL button in the ...
Under consideration