Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
8
votes
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
8
votes
Integration
Wanted:
Integration between eWay-CRM and Office 365 OneNote.
Integration between eWay-CRM and Office 365 OneDrive.
Under consideration
7
votes
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 ...
Done
7
votes
User Views should be more visible
Such an important feature and the smallest button possible. Make it bigger!
Done
7
votes
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
7
votes
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
7
votes
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
7
votes
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
7
votes
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
7
votes
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
6
votes
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 ...
Done
6
votes
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 ...
Done
6
votes
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
6
votes
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
6
votes
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
6
votes
6
votes
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
6
votes
User Views sync with Outlook Addin
I made a list of user views and I would like to access them through the web access too.
Under consideration
6
votes
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
5
votes
Cloud storage Pie Chart Of Usage
Administrator settings showing a pie chart of storage usage by module .. contacts, companies, emails ..etc etc
Under consideration
5
votes
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 ...
Done
5
votes
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
5
votes
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.
Done
5
votes
Auto phone number formatting
(123) 555-5555 - US & CAN
+44 7911 123456 - UK
+49 30 11111 - Germany
(02) 9876 5432 - Australia
Under consideration
5
votes
5
votes
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
5
votes
Prompt if contact is not in eWay
Sending an email prompt when contact is not present in Outlook/eWay
Under consideration
5
votes
Display AM and PM in times
Under consideration
5
votes
eWay Lite - Contact Manager
A simplified CRM database, which includes Companies, Contacts, Journals, Emails, Tasks.
No Bookkeeping, Reports, Products or Timesheets.
Meant for small ...
Done
5
votes
Add a timer for use with Timesheets
Add a timer to record time used in tasks and auto-populate the timesheet.
Under consideration
5
votes
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
5
votes
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
5
votes
New helpdesk (support) module with a web portal for customers
Under consideration
5
votes
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
5
votes
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
5
votes
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
5
votes
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
4
votes
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
4
votes
4
votes
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
4
votes
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 ...
Done
4
votes
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
4
votes
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
4
votes
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.
Done
4
votes
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.
Done
4
votes
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.
Done
4
votes
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
4
votes
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
4
votes
4
votes
Copy any field content from record
Copy any field content from record in the main grid of every module to the clipboard
Under consideration