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 ...
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

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

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

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

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

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

Contact Categorization dialog

Now, the categories are represented as columns. Can they be represented as rows?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 06 Nov, '18 Comments: 0
Under consideration

Tabs in Calendar

All eWay-CRM modules have tabs. Why didn't you put it onto the calendar dialog as well?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
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 ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 19 Jun, '20 Comments: 0
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 ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 05 Apr, '19 Comments: 0
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.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 14 Dec, '20 Comments: 0
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.)
Suggested by: Amir (18 Nov, '19) Upvoted: 18 Nov, '19 Comments: 2
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.
Suggested by: Ravi (06 Nov, '22) Upvoted: 06 Nov, '22 Comments: 1
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
Suggested by: Klaus (13 Oct, '22) Upvoted: 13 Oct, '22 Comments: 1
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.
Suggested by: Geir Gjelten (29 Oct, '21) Upvoted: 29 Oct, '21 Comments: 1
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 ...
Suggested by: Bill Dana (26 Feb, '20) Upvoted: 26 Feb, '20 Comments: 1
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 ...
Suggested by: Deborah L. Schuster (06 Oct, '19) Upvoted: 06 Oct, '19 Comments: 1
Not planned