Suggestions for improving eWay-CRM Outlook Addin.

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

Improve security - Add 2-step authentication

Data protection is very important today (GDPR). Please add (optional) additional 2-step authentication for login. Preferred method: TAN
Suggested by: Maurus (25 Aug, '20) Upvoted: 16 Feb, '21 Comments: 1
Done

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

English videos

More "how to" videos in english. View previously recorded training for similar companies to see if there are options we had not thought about. Also, a way to ...
Suggested by: Alissa Slocumb-Gray (06 Aug, '19) Upvoted: 05 May, '20 Comments: 1
Done

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

Handle Different Screen Resolutions

Add a zoom feature/slider, like Outlook has, to adjust the scaling of a window to fit larger and smaller screen sizes - especially 4K monitors
Suggested by: Greg (15 Oct, '20) Upvoted: 15 Oct, '20 Comments: 0
Done

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

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 ...
Suggested by: Carlos D. Ochoa (14 Feb, '19) Upvoted: 15 Mar, '19 Comments: 0
Under consideration

Timer feature for phone call journal item

In MS BCM when I create a phone call item, there is time and date, like in eWay, but there is a start/pause timer. This way, when you create the call log, when on a ...
Suggested by: Andre Laurence (06 Dec, '18) Upvoted: 11 Nov, '21 Comments: 0
Under consideration

Administrator of Group

To have the ability of having Administrator of Group - Any Group to have an Admin who is the member of User group. E.g a Teamlead could be the Admin of its group.
Suggested by: Raymond Vidot (22 Nov, '18) Upvoted: 05 May, '20 Comments: 0
Under consideration

Allow screenshots to be added in Journal entries

Currently only text is possible, the new formatting features are great, the possibility to add screenshots (snipits) would be great as especially lists or trade ...
Suggested by: Moritz Reichenbach (21 Jan, '21) Upvoted: 21 Jan, '21 Comments: 2
Under consideration

Walkthrough video of Professional Email tool

"I don't see a tutorial video on YouTube?"
Suggested by: Ernest Cory (30 Sep, '21) Upvoted: 30 Sep, '21 Comments: 1
Done

Integration with Outlook for Mac

Suggested by: Jan (31 Mar, '21) Upvoted: 27 Jul, '21 Comments: 1
Done

Allow adding of items to drop down list when entering

When using a drop down menu it would be great to be able to add items on the fly
Suggested by: Jeff Helfand (13 Aug, '20) Upvoted: 06 May, '22 Comments: 1
Under consideration

Add "LEADS" table separate from Clients/Contacts table

Most CRMs have two tables - "LEADS" for leads you get from trade shows that aren't customers and "Customers" or "Clients" and then a macro that converts it to a ...
Suggested by: Jeff Helfand (13 May, '20) Upvoted: 15 Jul, '22 Comments: 1
Not planned

Profile Pic for Companies

Same principle as the contact profile pictures.
Suggested by: Moderator (11 May, '20) Upvoted: 11 May, '20 Comments: 1
Done

Access to database

It would be a huge time saver if we could query the data in the database and use the data from eway in excel vs having to export contacts, companies, deals and projects.
Suggested by: Shawn s (14 Sep, '19) Upvoted: 15 Feb, '21 Comments: 1
Done

Project RFI's

Ability to add Rfi for construction projects. Auto numbering and emailing to customers when you fill out the form. Sample rfi form attached.
Suggested by: Shawn s (14 Sep, '19) Upvoted: 17 Nov, '21 Comments: 1
Done

Reminders stay until the item is flagged as completed

currently when I set a reminder for a task, if the reminder window is closed the reminder disappears from the task. The only way I know that I have past due reminders ...
Suggested by: Eve (12 Aug, '19) Upvoted: 23 Aug, '19 Comments: 1
Done

Improve imports from Excel add Imports from Excel

Imports are missing important fields ie state and zip for company Want to import task information each line would create new task Mapping fields would also be helpful
Suggested by: Scott Easom (25 Apr, '19) Upvoted: 01 Jul, '21 Comments: 1
Done

Auto reporting at the click of a button

Various reports to be produced automatically by the CRM system and sent by email including specified type of project overdue, specified type of project booked in for ...
Suggested by: millie hardy (22 Mar, '19) Upvoted: 05 May, '20 Comments: 1
Under consideration

Connection with website forms

Integration for leads or reaction ons siteforms
Suggested by: Geert (18 Mar, '19) Upvoted: 19 Nov, '19 Comments: 1
Done

Contract management

Managing Insurance contracts
Suggested by: Geert (18 Mar, '19) Upvoted: 20 May, '19 Comments: 1
Under consideration

Pre-fill the “subject” of the e-mail with the data from the superior item

When we want to “add new e-mail” from an opportunity or project; could it be possible to pre-fill the “subject” of the e-mail with the data from the superior item? ...
Suggested by: Juan Viladoms (15 Mar, '19) Upvoted: 05 May, '20 Comments: 1
Under consideration

Notification Panel - Tasks, Status Changes on Deals or Projects

Link to Windows Notification panel where you can see eWay notifications as well. Or Have a window where a list of updates, like tasks you have assigned, or ...
Suggested by: Greg Nakashima (13 Mar, '19) Upvoted: 05 May, '20 Comments: 1
Under consideration

Integration with Adobe eSign

How about to export a form into Adobe eSign? I could send a document right away along with my signature.
Suggested by: Jan Lalinsky (29 Oct, '18) Upvoted: 04 Feb, '21 Comments: 1
Done

Use darker grey or black for print

You need a darker grey or black print. It is hard to read.
Suggested by: Dianna Packard (10 May, '22) Upvoted: 07 Jul, '22 Comments: 0
Under consideration

Link Outlook Read Receipts to Deal/Project

It would be very useful if we were able to link outlook read receipts to projects or deals. The receipts come into outlook like a regular email, but the option to ...
Suggested by: Ernest Cory (18 Jan, '22) Upvoted: 19 Jan, '22 Comments: 0
Under consideration

eway-function in outlook quicksteps

the special eway-funktions f.i. "conversion of email to task" should be usable in outlook quicksteps
Suggested by: Jürgen Bühse (11 Jan, '22) Upvoted: 13 Jun, '22 Comments: 0
Under consideration

conversion of mail category to task category

if a mail is converted to a task, the category of the mail should also be transferred to the task.
Suggested by: Jürgen Bühse (11 Jan, '22) Upvoted: 13 Jun, '22 Comments: 0
Under consideration

addresses

enable address selection in contacts/deal/projects eg. post/office, visiting 1,2 ,3 or delivery etc.
Suggested by: Erik Slobben (21 Dec, '21) Upvoted: 22 Sep, '22 Comments: 0
Under consideration

AutoFill Contact Info

Either auto-fill or have a copy address button when creating a new contact for a company - in most cases it is the same - if otherwise it could be changed.
Suggested by: Ed (06 Aug, '21) Upvoted: 12 Sep, '21 Comments: 0
Under consideration

Save List View Settings in Project Tabs by Project Type

It would be helpful if the view settings in the Project sub-tabs like journals and tasks would remain in place by the "Type" of project. I move between different ...
Suggested by: Michael Zawadiwskyi (04 Aug, '21) Upvoted: 11 Jul, '22 Comments: 0
Under consideration

universal custom field

having a limited number (5) of custom fields that can be used in all the modules. for example, 'Proposal Number' field would be a unique number for the Deal module, ...
Suggested by: Robert Ikola (16 Feb, '21) Upvoted: 22 Oct, '21 Comments: 0
Under consideration