Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.
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
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
Done
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
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 ...
Done
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
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
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 ...
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
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
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 ...
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.
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 ...
Under consideration
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
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 ...
Not planned
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.
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.
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 ...
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
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 ...
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? ...
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 ...
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.
Done
Use darker grey or black for print
You need a darker grey or black print. It is hard to read.
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 ...
Under consideration
eway-function in outlook quicksteps
the special eway-funktions f.i. "conversion of email to task" should be usable in outlook quicksteps
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.
Under consideration
addresses
enable address selection in contacts/deal/projects eg. post/office, visiting 1,2 ,3 or delivery etc.
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.
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 ...
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, ...
Under consideration