Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
4
votes
Icon choice for journal type
It would be good when adding journal types to be able to select the icon you want to show instead of all custom types having the same standard icon.
Under consideration
4
votes
List of users in WF action - set up the owner
the list contains also system users, please remove them
Under consideration
4
votes
Custom Field type "Reminder"
It would be nice to have a new data type Reminder. Similar to Date but it would automatically remind the date and time if filled in.
Under consideration
4
votes
Task Follow-Up sets a reminder
Sending an email and asking for Follow-up date is a nice feature. However, it does not automatically set a reminder, so it is somewhat ineffective.
Under consideration
4
votes
Generat a meeting report right from a journal entry
I use journals for taking notes on meetings. I would like to have a button that generates a meeting report into Microsoft Word. I would send it as an email.
Under consideration
4
votes
Favorite Items
I would like to have some kind of navigation panel that would contain a list of my favorite items - projects, contacts, deals, … - I mark so. It would save me a lot ...
Under consideration
3
votes
3
votes
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
3
votes
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
3
votes
3
votes
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 ...
Done
3
votes
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
3
votes
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
3
votes
quotewerks Integration
Please make an integration with QuoteWerks https://www.quotewerks.com/integrations.asp#CRM
Thanks
Under consideration
3
votes
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
3
votes
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
3
votes
Undo button
Please let us have an undo button when I accidentally delete something in a journal!
Under consideration
3
votes
Add Tasks to calendar for optimal time management.
If tasks were included in the calendar, a user would have a complete view of what they are facing each day, week, etc. This would allow for more precise planning and ...
Under consideration
3
votes
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
3
votes
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
3
votes
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
3
votes
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
3
votes
Workflow automation
Sort of an if then scenario. New call, leave a note. New customer/contact send and email.
Under consideration
3
votes
Permanent Daily Hub Panel
Can there be a permanent panel on the left as a Daily Hub? Tasks, Deals with the Est Close Day, Calendars
Under consideration
3
votes
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
3
votes
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
3
votes
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
3
votes
3
votes
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
3
votes
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
3
votes
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
3
votes
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
2
votes
Discount for projects.
Possibility to specify discount per. Projects, not just per. Companies.
Under consideration
2
votes
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
2
votes
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
Done
2
votes
2
votes
2
votes
2
votes
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
2
votes
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
2
votes
2
votes
Grids: Ability to group data
Please add the ability to group data by any column like in Outlook Addin.
Done
2
votes
2
votes
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
2
votes
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
2
votes
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
2
votes
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
2
votes
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
2
votes
2
votes