Our customers made these suggestions for improving Desktop. 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 ...
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
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
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
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.
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 ...
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 ...
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 ...
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 ...
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
Under consideration
Use darker grey or black for print
You need a darker grey or black print. It is hard to read.
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 ...
Under consideration
french as language interface
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
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)
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
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.
Under consideration
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