Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.
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
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
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
Synchronize CATEGORY from Company to Contacts under a Company
Synchronize CATEGORY or have an option to synchronize Category from Company to Contacts under a company. If I want to broadcast a professional email to all contacts ...
Under consideration
Delete old category names
Once you created a contact with a category name, this category name will remain when chosing categories later, even if you no longer have any contacts in this category.
Under consideration
Customer global custom fields
Add ability to add custom fields that are visible in both Customers and Deals so eWay users do not need to add same list of custom fields with the same list of valid ...
Under consideration
Changes made by users generate email notifications which cannot be disabled
Allow user to control tasks notifications email as they can do for other notifications.
Under consideration
Accesing to an item (deal/project) from a mail
When a mail is received and associated to a lead/project, the opening of this mail/project from the mail should be very convenient.
Under consideration
Status icon
To add the eWay-CRM status icon to the Outlook Ribbon.
Moving it away from the System tray bar.
Under consideration
auto update
how about the server components and the client auto update or notification is pushed to the administrator that an update is available.
Under consideration
Add a reminder option when creating a task from an outgoing email
Add a check box.
Under consideration
Show all reminders on their spesific due date in the outlook calender
Show all reminders on their spesific due date in the outlook calender office 365 business
When a reminder for a task is set. Let it also show up in the outlook ...
Under consideration
Company Search Online to include results from more countries
When clicking company search online it seems to display results only from ORSR and not other international company registers such as the Australian register which is ...
Under consideration
Conditional Custom fields
We would like to see the ability to tie 2 custom fields together for occasions like when a drop down has the choice Other. Then if Other is selected then you must ...
Under consideration
Make Skills available for Contacts
Contacts are people, and people have skills. I think it makes sense to have Skills available for contacts, not just Users.
We are in IT recruiting business, we ...
Under consideration
Open & Read Email tracking w/o Outlook or Professional email
Track which emails are opened in eWay without a read receipt or Professional Email - for single emails or small batches.
Under consideration
Adding SMS to the HUB
When sending an SMS to contact/leads in eWay-CRM to have the record in the HUB under the contact
Under consideration
Sync With Office 365 Server for contacts, not outlook client
Would it be possible to setup a sync to take place eway server side to sync contact directly with an exchange/office 365 server? currently client side sync can be ...
Planned
Add Calendar Superior Item to Received Invites
Under consideration
Mark tasks as completed right in the list
There is a field Completed which contains a check box. Make the checkbox interactive so that I can click on in and mark the task completed right away.
Under consideration
Automatically deactivate the filter
If I filter some companies, leave the module and return, the filter is still active. I want to start from the scratch.
Under consideration
Contact Categorization dialog
Now, the categories are represented as columns. Can they be represented as rows?
Under consideration
Tabs in Calendar
All eWay-CRM modules have tabs. Why didn't you put it onto the calendar dialog as well?
Under consideration
Automatically link contacts with a task
If I create a task under a company, can you please automatically link all company contacts, journals, emails etc with that task?
If I open the task later, I have ...
Under consideration
Gender in Professional Emails
I track gender by contacts so that I can address them better (in my language, we use different title for men and for women).
Can Professional Emails work with my ...
Under consideration
Automatically save calendar invitations
If I receive a calendar invitation from one of my contacts, I want it to be automatically saved into eWay-CRM and related to all relevant items.
Under consideration
Fix the issue with Mobile phone app not automatically recording Journal enteries as it used to
Apparently, security updates on Android and OS forced this to stop working. (Please also make a Windows tablet version of the mobile phone app.)
Not planned
Contact Preview window in the right side of the screen
when we click a contact or company we would like to see details of the company or contact, just like Microsoft outlook.
Planned
Relate multiple existing emails / documents etc. to a Contact
It would be nice to be able to relate already existing multiple emails to a contact - as it is now possible only for one at a time
Under consideration
Add: Convert email to an appointment in calendar
To day we have the features of convert an email to task. I would also love to could convert it to an appointment in the calendar.
Not planned
Modules Permissions Dependencies in Admin
Managing the permissions has turned into a nightmare. There is no way to determine the dependency for managing user permissions via groups. There has to be a better ...
Under consideration
Move back a stage in projects
In Projects: If I accidentally click forward to a stage that has not been achieved, I would like to be able to change it back, even if I have saved it. I'm the Admin ...
Not planned