Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.
Choose outlook contact folder
Have the ability to choose which folder eWay works with
Under consideration
Cloud storage Pie Chart Of Usage
Administrator settings showing a pie chart of storage usage by module .. contacts, companies, emails ..etc etc
Under consideration
Auto phone number formatting
(123) 555-5555 - US & CAN
+44 7911 123456 - UK
+49 30 11111 - Germany
(02) 9876 5432 - Australia
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.
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 ...
Under consideration
Prompt if contact is not in eWay
Sending an email prompt when contact is not present in Outlook/eWay
Under consideration
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. ...
Under consideration
Add a timer for use with Timesheets
Add a timer to record time used in tasks and auto-populate the timesheet.
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 ...
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 ...
Under consideration
New helpdesk (support) module with a web portal for customers
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 ...
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.
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?
Under consideration
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.
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 ...
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 ...
Under consideration
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 ...
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 ...
Under consideration
Copy any field content from record
Copy any field content from record in the main grid of every module to the clipboard
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.
Under consideration
List of users in WF action - set up the owner
the list contains also system users, please remove them
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.
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.). ...
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.
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.
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.
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.
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 ...
Under consideration
Spell check
It would be just SO GOOD if the software could call the default Spellchecker module of Outlook - I imagine this is relatively easy code, why hasn't it been done?
Under consideration
Please have the option to show this calculated field: First Name Last Name (email)
Please have the option to show this calculated field: First Name Last Name (email). I, and I am sure thousands of your users to, use First Name Last Name (email) to ...
Under consideration
Bulk link to multiple existing items
There is an option Link to Existing in the context menu of eg. Contacts. But user is not able to select multiple items (contacts) and link them to multiple items (eg. ...
Under consideration
Add start time for TASK
Tasks always default to 12.00AM of day when generated. This conflicts often with the chronology of things, for example if conversation with client was at 2.00Pm and ...
Under consideration
quotewerks Integration
Please make an integration with QuoteWerks https://www.quotewerks.com/integrations.asp#CRM
Thanks
Under consideration
Ringcentral Integration Call tracking
Can you sync Ring central call log or any VOIP to update interactions made over the phone? And add people I speak with not in my contact list?
Under consideration
Display AM and PM in times
Under consideration
Undo button
Please let us have an undo button when I accidentally delete something in a journal!
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
Customer contact Info (phone and email) shown on Deals to also show on Projects
Deals - would like some of the fields under contact customer info (ie. email and phone number) to be a field we can add (or see) with Projects. It would be nice to ...
Under consideration
Language support : German
I could imagine using eWay CRM, but for all program parts, also the mobile app, there must be a german version.
Under consideration
Stop Outlook from freezing when multiple emails are selected
if you select multiple emails, eway performs a background process. it makes it impossible to do bulk actions like moving emails or even deleting more than 25. it ...
Under consideration
highlighting text in notes area
Add the rest of the standard font manipulations. You have added Bolding and Italics as well as strike through.
We need Highlighting and Underlining to go along with ...
Under consideration
Workflow automation
Sort of an if then scenario. New call, leave a note. New customer/contact send and email.
Under consideration
Link/Assign a new email to a Superior Item at the while writing it
It seems the only way to assign an email to a superior item is after-the-fact. It would be great if we could do this in the beginning, directly from outlook (like ...
Under consideration
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 ...
Under consideration
High demand request from legal sector: help with printing "court bundles"
When lawyers need to go to court, they have to prepare "bundles" of documents and journals, in chronological order, for printing in hard-copy paper form, to post to ...
Under consideration