Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
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
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
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
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
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
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
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
Copy any field content from record
Copy any field content from record in the main grid of every module to the clipboard
Under consideration
4
votes
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
4
votes
List of users in WF action - set up the owner
the list contains also system users, please remove them
Under consideration
4
votes
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
4
votes
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
4
votes
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
4
votes
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
3
votes
3
votes
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
3
votes
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
3
votes
3
votes
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
3
votes
quotewerks Integration
Please make an integration with QuoteWerks https://www.quotewerks.com/integrations.asp#CRM
Thanks
Under consideration
3
votes
Undo button
Please let us have an undo button when I accidentally delete something in a journal!
Under consideration
3
votes
Add Tasks to calendar for optimal time management.
If tasks were included in the calendar, a user would have a complete view of what they are facing each day, week, etc. This would allow for more precise planning and ...
Under consideration
3
votes
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
3
votes
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
3
votes
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
3
votes
Workflow automation
Sort of an if then scenario. New call, leave a note. New customer/contact send and email.
Under consideration
3
votes
Permanent Daily Hub Panel
Can there be a permanent panel on the left as a Daily Hub? Tasks, Deals with the Est Close Day, Calendars
Under consideration
3
votes
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
3
votes
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
3
votes
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
3
votes
3
votes
Open e-Way CRM Object from Search list
When searching with the Full-Text Search (https://kb.eway-crm.com/documentation/3-description/user-interface/full-text-search) one should be able to open the e-Way ...
Under consideration