Suggestions for improving Desktop.

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

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
Suggested by: Klaus (13 Oct, '22) Upvoted: 25 Feb Comments: 1
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
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

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

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

Company Logo being applied to contacts if no individual photo

The uploaded logo of a company should be applied to the contacts attached to this company by default as long as no individual photo is uploaded for the contacts.
Suggested by: Julien (14 Dec, '22) Upvoted: 25 Feb Comments: 0
Under consideration

Preview panel in Journals and Tasks

In the different modules like deals and projects under the task tab or Journal tap add a preview panel to quickly view the notes in the Journal or task so you can see ...
Suggested by: Matt T Woodcock (09 Dec, '22) Upvoted: 25 Feb Comments: 0
Under consideration

Drag and Drop to assign link to company and contact and Outlook category

When you drag and drop you have to manually update the Outlook category saved in e-way crm. Can this be done as the part of the transaction, Also could it also flag ...
Suggested by: Donald Harrison (07 Dec, '22) Upvoted: 25 Feb Comments: 0
Under consideration

"Insert Horizontal Line" button in Notes, like the one in Outlook messages

Just like the title says, I'd like to be able to insert horizontal lines across the Notes box. In Outlook, these often divide the older e-mails that have been replied ...
Suggested by: MG (13 Oct, '22) Upvoted: 25 Feb Comments: 0
Under consideration

Outlook Categories - be able to select multiple without it closing each time

When I edit categories in Outlook I can only edit one at a time. Each time the tab closes and I have to reopen it to do another one. I would like to be able to select ...
Suggested by: Mark Glass (23 Sep, '22) Upvoted: 08 May Comments: 0
Under consideration

Excel import for the toDo List

I organize my todo List with individual fields. export and re-import like with the adresses would help a great deal organizing it
Suggested by: Thomas Krecker (28 Jul, '22) Upvoted: 01 May Comments: 0
Under consideration

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

Create a Project Template

I feel a game changing feature would be to create a Project Template. When you create a project, you have the option for it to be a template. If you select ...
Suggested by: Baillie (04 May, '22) Upvoted: 01 May Comments: 0
Under consideration

french as language interface

Suggested by: Rose Emily Hamalia Jacques (10 Apr, '22) Upvoted: 23 Feb 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

Add "Older Than" filter condition for date columns.

I want to be able to set a filter where I can filter all records where Last Activity is Older Then 180 (days)
Suggested by: Allen Zaydlin (26 Oct, '21) Upvoted: 01 May 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

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 ...
Suggested by: Carroll Schlader (22 Jan, '21) Upvoted: 18 Nov, '21 Comments: 0
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.
Suggested by: David (13 Jan, '21) Upvoted: 18 Nov, '21 Comments: 0
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 ...
Suggested by: Allen Zaydlin (22 Sep, '20) Upvoted: 22 Oct, '21 Comments: 0
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.
Suggested by: Allen Zaydlin (17 Sep, '20) Upvoted: 25 Aug, '22 Comments: 0
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.
Suggested by: Luc Bontemps (07 Sep, '20) Upvoted: 16 Apr, '21 Comments: 0
Under consideration

Status icon

To add the eWay-CRM status icon to the Outlook Ribbon. Moving it away from the System tray bar.
Suggested by: Raymond Vidot (02 Apr, '20) Upvoted: 05 May, '20 Comments: 0
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.
Suggested by: Michael Lindekugel (22 Mar, '20) Upvoted: 05 May, '20 Comments: 0
Under consideration

Add a reminder option when creating a task from an outgoing email

Add a check box.
Suggested by: Greg Nakashima (06 Mar, '20) Upvoted: 05 May, '20 Comments: 0
Under consideration

Intgeration with Bokio

Please see https://www.bokio.co.uk/
Suggested by: Coplexia Cloud Services (26 Feb, '20) Upvoted: 19 Apr, '20 Comments: 0
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 ...
Suggested by: Gunnar Todal (15 Jan, '20) Upvoted: 10 Jan, '22 Comments: 0
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 ...
Suggested by: James Osborne (16 Nov, '19) Upvoted: 04 Mar, '20 Comments: 0
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 ...
Suggested by: Bill Dana (23 Sep, '19) Upvoted: 11 Oct, '19 Comments: 0
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 ...
Suggested by: Azriel Sviridyuk (26 Aug, '19) Upvoted: 19 Nov, '19 Comments: 0
Under consideration

COLOR CODE LINES -Category

Color code records similar to CateGORY in Outlook
Suggested by: HENRY W (07 Aug, '19) Upvoted: 26 Sep, '19 Comments: 0
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.
Suggested by: Greg Nakashima (31 May, '19) Upvoted: 18 Jan, '22 Comments: 0
Under consideration

ADD ITALIAN LANGUAGE

ADD ITALIAN LANGUAGE THANKS
Suggested by: CARLO MUNARO (20 May, '19) Upvoted: 02 Apr Comments: 0
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
Suggested by: Raymond Vidot (13 May, '19) Upvoted: 21 Sep, '21 Comments: 0
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 ...
Suggested by: James Osborne (09 Apr, '19) Upvoted: 20 May, '19 Comments: 0
Planned

Disable pop-up box when sending an outgoing email

Keep the email tracking to the contact, deal or project, but provide the option to not have it pop-up and automatically attach it to the assumed project or deal.
Suggested by: Greg Nakashima (13 Mar, '19) Upvoted: 15 May Comments: 0
Under consideration

Add Calendar Superior Item to Received Invites

Suggested by: Greg Nakashima (13 Feb, '19) Upvoted: 14 Dec, '20 Comments: 0
Under consideration

Integration with Amazon Simple Email Service (Amazon SES)

(ID 31198)
Suggested by: Moderator (02 Jan, '19) Upvoted: 03 Jan, '19 Comments: 0
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.
Suggested by: Jan Lalinsky (11 Dec, '18) Upvoted: 05 May, '20 Comments: 0
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.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Under consideration