Suggestions for improving eWay-CRM Outlook Addin.

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

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

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

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

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

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

Google Maps

Auto fill addresseds
Suggested by: Robert Spigelman (24 Mar, '20) Upvoted: 27 May, '22 Comments: 3
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?
Suggested by: Coplexia Cloud Services (26 Feb, '20) Upvoted: 27 Mar, '22 Comments: 3
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 ...
Suggested by: Fernando Portes (25 Jul, '19) Upvoted: 12 Sep, '21 Comments: 2
Under consideration

Spanish Language

Translation to Spanish
Suggested by: Sergio (04 Apr, '19) Upvoted: 20 May, '19 Comments: 2
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. ...
Suggested by: Roman Štefko (07 Jul, '21) Upvoted: 12 Sep, '22 Comments: 1
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 ...
Suggested by: Moritz Reichenbach (21 Jan, '21) Upvoted: 25 Aug, '22 Comments: 1
Under consideration

quotewerks Integration

Please make an integration with QuoteWerks https://www.quotewerks.com/integrations.asp#CRM Thanks
Suggested by: Carlos D. Ochoa (30 Jan, '20) Upvoted: 18 Jan, '22 Comments: 1
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?
Suggested by: Adam El-Sheemy (09 Sep, '19) Upvoted: 07 Jul, '21 Comments: 1
Under consideration

Display AM and PM in times

Suggested by: Greg Nakashima (24 May, '19) Upvoted: 18 Mar, '22 Comments: 1
Under consideration

Undo button

Please let us have an undo button when I accidentally delete something in a journal!
Suggested by: David Bell (21 Jan, '19) Upvoted: 10 Jan Comments: 1
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 ...
Suggested by: Hannah (25 Aug, '22) Upvoted: 29 Aug, '22 Comments: 0
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 ...
Suggested by: Pauline Jibb-Pacheco (09 Dec, '21) Upvoted: 02 Nov, '22 Comments: 0
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.
Suggested by: Franz (03 Nov, '21) Upvoted: 04 Mar, '22 Comments: 0
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 ...
Suggested by: Michael Zawadiwskyi (10 Aug, '21) Upvoted: 25 Aug, '22 Comments: 0
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 ...
Suggested by: Joe Vick (29 Jul, '20) Upvoted: 15 Oct, '20 Comments: 0
Under consideration

Workflow automation

Sort of an if then scenario. New call, leave a note. New customer/contact send and email.
Suggested by: Joel Stevens (28 May, '20) Upvoted: 17 Aug, '22 Comments: 0
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 ...
Suggested by: Matt C. (14 Nov, '19) Upvoted: 05 May, '20 Comments: 0
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 ...
Suggested by: Greg Nakashima (19 Aug, '19) Upvoted: 18 Jan, '22 Comments: 0
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 ...
Suggested by: Coplexia Cloud SSC (31 Mar, '19) Upvoted: 16 Apr, '19 Comments: 0
Under consideration

eWay DB integration with 3D google maps

integration with projects
Suggested by: Miriam Semjanova (22 Mar, '19) Upvoted: 30 Apr, '19 Comments: 0
Under consideration