Suggestions for improving eWay-CRM Outlook Addin.

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

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

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 ...
Suggested by: Greg Nakashima (16 Jan, '19) Upvoted: 27 Mar, '22 Comments: 1
Under consideration

SMS integration

How about the ability to send SMS from eWay-CRM?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 27 Mar, '22 Comments: 1
Under consideration

Integration

Wanted: Integration between eWay-CRM and Office 365 OneNote. Integration between eWay-CRM and Office 365 OneDrive.
Suggested by: Martin Korsgaard (16 Sep, '19) Upvoted: 02 Jul, '20 Comments: 0
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
Suggested by: Miriam Semjanova (15 Aug, '19) Upvoted: 28 Aug, '22 Comments: 0
Under consideration

Outlook Mobile App integration

Could you integrate a plug-in to work with Outlook mobile (iPad, iPhone) that would update the Eway records? Such as saving a new contact to Eway, or ...
Suggested by: Lee McCracken (26 Jan, '20) Upvoted: 07 Jul, '21 Comments: 3
Done

Save one email to more projects

If I open an email, I can select only one superior item (i.e. project or deal). But sometimes, my customer sends me one email related to more project. I have to ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 27 Mar, '22 Comments: 3
Done

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, ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 30 Dec, '22 Comments: 2
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 ...
Suggested by: Joe C (14 Nov, '20) Upvoted: 18 Nov, '21 Comments: 1
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 ...
Suggested by: Cal Costea (09 Mar, '20) Upvoted: 12 Jan Comments: 1
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 ...
Suggested by: Moderator (15 Jan, '19) Upvoted: 05 May, '20 Comments: 1
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.
Suggested by: Jan Lalinsky (29 Nov, '18) Upvoted: 17 Oct, '22 Comments: 1
Under consideration

Choose outlook contact folder

Have the ability to choose which folder eWay works with
Suggested by: Michael Wells (06 Jul, '19) Upvoted: 06 Apr, '22 Comments: 0
Under consideration

Cloud storage Pie Chart Of Usage

Administrator settings showing a pie chart of storage usage by module .. contacts, companies, emails ..etc etc
Suggested by: Mick Wells (02 Sep, '20) Upvoted: 14 May, '21 Comments: 5
Under consideration

Relations as hyperlinks

If I open a list of deals, the customer (or contact person) is a plaintext only in the grid. How about to make it as a hyperlink? If I click on it, the company would ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 09 Mar, '20 Comments: 4
Done

Open a contact from an email

It will be great to have the option of open an eWay contact from an email in your inbox, without having to go and look for it under the Contacts module.
Suggested by: Rurick Granados (31 Oct, '18) Upvoted: 18 Nov, '21 Comments: 3
Done

Auto phone number formatting

(123) 555-5555 - US & CAN +44 7911 123456 - UK +49 30 11111 - Germany (02) 9876 5432 - Australia
Suggested by: Moderator (20 May, '20) Upvoted: 16 Sep, '22 Comments: 2
Under consideration

Add Time Stamp button for notes sections

in BCM project tasks there is a "Add Time Stamp" button that adds the date and time to the comments/notes section of the task.
Suggested by: Michael Lindekugel (10 Oct, '19) Upvoted: 05 Oct, '22 Comments: 2
Under consideration

Integrate with WordPress Gravity Forms

We have introduced an integration with Contact Form 7 (https://www.eway-crm.com/blog/academy/integration-of-eway-crm-and-wordpress-it-cannot-get-any-simpler/). Let’s ...
Suggested by: Jan Lalinsky (09 Oct, '19) Upvoted: 25 Mar, '22 Comments: 1
Under consideration

Prompt if contact is not in eWay

Sending an email prompt when contact is not present in Outlook/eWay
Suggested by: Michael Wells (17 Jul, '19) Upvoted: 05 May, '20 Comments: 1
Under consideration

eWay Lite - Contact Manager

A simplified CRM database, which includes Companies, Contacts, Journals, Emails, Tasks. No Bookkeeping, Reports, Products or Timesheets. Meant for small ...
Suggested by: Greg Nakashima (07 Nov, '18) Upvoted: 02 Jul, '20 Comments: 1
Done

Upgrade Android App

The Eway Android App is only good for adding a journal or a quick deal or something. The filters are useless - I still see tasks that were completed or not relevant. ...
Suggested by: Jeff Helfand (02 Feb, '22) Upvoted: 18 Aug, '22 Comments: 0
Under consideration

Add a timer for use with Timesheets

Add a timer to record time used in tasks and auto-populate the timesheet.
Suggested by: Markos Brotzakis (19 May, '20) Upvoted: 07 Jul, '22 Comments: 0
Under consideration

Mailmerge into a single Word templated document - e.g. a "New Letter" function

This is essential feature for most professional services. You call up a client, you need to write to a letter to them, you should be able to click a button to open up ...
Suggested by: Coplexia Cloud Services (26 Feb, '20) Upvoted: 16 Feb, '22 Comments: 0
Under consideration

Specify the maximum size of your local cache

When opening e-mails and documents, the local eWay-CRM cache can grow big. It would be nice to have settings that would allow me to set up the maximum size. If I ...
Suggested by: Jan Lalinsky (24 Jan, '20) Upvoted: 24 Jan, '20 Comments: 0
Under consideration

New helpdesk (support) module with a web portal for customers

Suggested by: Moderator (25 Jul, '19) Upvoted: 18 Nov, '21 Comments: 0
Under consideration

Notification for administrators that somebody hasn’t been synced for more than XY days

I would love to be notified if somebody from my team hasn’t been synced for a certain number of days. By email, for example. Then, I could easily find out whether ...
Suggested by: David Bell (27 Nov, '18) Upvoted: 05 May, '20 Comments: 0
Under consideration

Custom Buttons

I can create a custom field. That's great. How about the ability to create a custom button? For cases where I want to open another app.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 18 Mar, '19 Comments: 0
Under consideration

Deactivate filter using Esc

If I switch between modules, the grid filter stays active. Would it be too much to allow users to quickly disable it by pressing the Esc button?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 09 Apr, '19 Comments: 0
Under consideration

Integration with Microsoft Power platform (PowerApps, Power BI, Microsoft Flow)

ID 30064
Suggested by: Moderator (17 Feb, '19) Upvoted: 10 Apr, '22 Comments: 3
Done

Field to LinkedIn

Field to LinkedIn address for both company and contact
Suggested by: Martin Korsgaard (09 Mar, '20) Upvoted: 17 Aug, '22 Comments: 2
Under consideration

Relation links can be generated in every module for every module

Contacts Relations can not be added in Bookkeeping Records Marketing Campaign Relations can't be added The marketing relation will be particularly helpful so that ...
Suggested by: Greg Nakashima (04 Feb, '19) Upvoted: 15 Jul, '22 Comments: 1
Done

Save and New Button

When keying in multiple new items such as Companies, Contacts, Journal Entries, etc., it would be nice to have a Save and New Button to facilitate faster data entry.
Suggested by: Jeff Clouser (11 Dec, '18) Upvoted: 02 Jul, '20 Comments: 1
Under consideration

Multi select drop down

Possibility to modify the behavior of the multi select drop down costume field. This one is a very useful custom field, but when checking several items it will ...
Suggested by: Raymond Vidot (26 Nov, '18) Upvoted: 01 Apr, '20 Comments: 1
Under consideration

Duplicate a Contact

Allow user to "duplicate" a contact record, minus the name field, so that it is easy to create new contacts at the same organization without retyping the entire ...
Suggested by: Kim (16 Nov, '18) Upvoted: 01 Apr, '20 Comments: 1
Under consideration

Open in a new window

I want to be able to right click on any eWay-CRM module and choose Open in new window. A new Outlook window with the eWay-CRM module would open.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 27 Aug, '19 Comments: 1
Done

Update PC User Interface

Interface feels a bit dated. It would be nice to have a clean and easy to use interface, adjust the size/zoom of objects and give it a modern feel.
Suggested by: Moderator (07 Oct, '20) Upvoted: 07 Jul, '21 Comments: 0
Done

Textfilter for Categories

Hey Friends, we organized our Categories with the helpful "type" functionality. However, when I want to have an overwiew over ongoing Projects I cannot cluster the ...
Suggested by: Sebastian Thürmann (29 Apr, '20) Upvoted: 19 Oct, '20 Comments: 0
Under consideration

6.0 Upgrade - Ditch the Start up Reminder (Nag) Screen for Free Users to Upgrade

Present occasional offers to free users with incentive(s) to upgrade with a promotional element. Nag screens are not considered customer centric as they are looked ...
Suggested by: Richard (18 Apr, '20) Upvoted: 17 Sep, '20 Comments: 0
Under consideration

Copy any field content from record

Copy any field content from record in the main grid of every module to the clipboard
Suggested by: Miriam Semjanova (10 Feb, '20) Upvoted: 18 Feb, '20 Comments: 0
Under consideration

Icon choice for journal type

It would be good when adding journal types to be able to select the icon you want to show instead of all custom types having the same standard icon.
Suggested by: James Osborne (14 Nov, '19) Upvoted: 05 May, '20 Comments: 0
Under consideration

List of users in WF action - set up the owner

the list contains also system users, please remove them
Suggested by: Miriam Semjanova (19 Aug, '19) Upvoted: 06 Dec, '19 Comments: 0
Under consideration

Custom Field type "Reminder"

It would be nice to have a new data type Reminder. Similar to Date but it would automatically remind the date and time if filled in.
Suggested by: Afaq (27 Mar, '19) Upvoted: 01 Apr, '20 Comments: 0
Under consideration

Drag and Drop - Email Attachment directly to superior documents store

It would be beneficial to be able to drag an email attachment (or multiples) directly from an an email into documents tab of a superior item (project, deal, etc.). ...
Suggested by: Daniel Ives (05 Mar, '19) Upvoted: 01 Apr, '20 Comments: 0
Under consideration

Task Follow-Up sets a reminder

Sending an email and asking for Follow-up date is a nice feature. However, it does not automatically set a reminder, so it is somewhat ineffective.
Suggested by: Jason (18 Dec, '18) Upvoted: 19 Apr, '20 Comments: 0
Under consideration

Generat a meeting report right from a journal entry

I use journals for taking notes on meetings. I would like to have a button that generates a meeting report into Microsoft Word. I would send it as an email.
Suggested by: Jan Lalinsky (09 Nov, '18) Upvoted: 29 May, '19 Comments: 0
Under consideration

Field Mask

Some of the eWay-CRM fields should support mask. Then, the telephone number would appear in the same format, let's say (816) 567 7888. The same works for numbers, etc.
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 12 Feb, '19 Comments: 0
Under consideration

Chat - something like Slack

Please add the chatting option into eWay-CRM - something like Slack. I closely communicate with my colleagues and the communication is important to be saved in eWay-CRM.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 04 Feb, '22 Comments: 0
Under consideration

Favorite Items

I would like to have some kind of navigation panel that would contain a list of my favorite items - projects, contacts, deals, … - I mark so. It would save me a lot ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 25 Jul, '19 Comments: 0
Under consideration