Suggestions for improving eWay-CRM Outlook Addin.

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

Remove drop-down menu value

If I select a value for company priority (or any other drop-down menu) and I want to remove it, I have to use Ctrl+Del. I always forgot the shortcut. Could you add a ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Done

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

Heatmap in Professional Emails

I want to see the click-map (heatmap) of my professional email.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Done

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

Rename Column Permissions to Field Permissions

It would make more sense.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 05 May, '20 Comments: 0
Done

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

New Contact Outlook Ribbon Shortcut

Pls add an Outlook ribbon shortcut to add new contacts. This will save a lot of time by locating that shortcut at the top of the Outlook ribbon and creating new ...
Suggested by: Fernando Portes (01 Jul, '19) Upvoted: 01 Jul, '19 Comments: 2
Done

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

Automatically transfer company phone to a contact

If I create a new contact and select a company, eWay-CRM currently fills in the address and website based on the company data. I need to fill in the phone numbers ...
Suggested by: Jan Lalinsky (26 Aug, '22) Upvoted: 26 Aug, '22 Comments: 1
Done

inventory

A way to track inventory and have eway take it out when you us it
Suggested by: CMartin (13 Apr, '22) Upvoted: 13 Apr, '22 Comments: 1
Done

Ability to edit font

Allow Highlighting, Bold, Strike Thru within cells
Suggested by: John (21 Jan, '22) Upvoted: 21 Jan, '22 Comments: 1
Done

hyperlink

enable hyperlink in task/deal/project to local data on PC
Suggested by: Erik Slobben (21 Dec, '21) Upvoted: 21 Dec, '21 Comments: 1
Done

Proposal / Quote generation

Using client details and contact info generate a proposal/quote in eWay-CRM
Suggested by: John Horsfall (02 Dec, '21) Upvoted: 02 Dec, '21 Comments: 1
Done

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

Dark screen / High Contrast Mode

A lot of programs are adopting dark backgrounds with high contrast text and lines. It eases eye strain, and I suspect saves battery life on mobile devices. Most ...
Suggested by: Al Hawkins (16 Feb, '21) Upvoted: 16 Feb, '21 Comments: 1
Done

Color Code the Modules - header

All the module tables look alike. I can't always tell what I'm looking at right away. It would be helpful to have a different look or color for ...
Suggested by: Mike Z (10 Feb, '21) Upvoted: 10 Feb, '21 Comments: 1
Done

VIEW

Is there a way to increase the SIZE of the small view - for a laptop?
Suggested by: Kevin McNulty (08 Feb, '21) Upvoted: 08 Feb, '21 Comments: 1
Done

Automatically Generate a Journal Entry When Initiating a Phone Call from eWay

. I frequently initiate a phone call from the eWay database. It would be great if this would automatically pull up a time/date stamped journal entry. This could then ...
Suggested by: Tracy Hertel (11 Dec, '20) Upvoted: 11 Dec, '20 Comments: 1
Done

Open Contact or Company from email

Would be really nice if you could quickly open a contact or company from an email you just received from that contact or company. Maybe just right click and have open ...
Suggested by: Chris Armes (19 Oct, '20) Upvoted: 19 Oct, '20 Comments: 1
Done

Please add a department field in the contacts basic info. sheet/screen

Please add a department field to the Contact sheet "Basic Info." Just below the "company line" and above the "Job Title" field it will help with sorting contacts in ...
Suggested by: Joe Vick (05 Oct, '20) Upvoted: 05 Oct, '20 Comments: 1
Done

Alphabet sorting for Custom Fields value list

When I add new values to the list of values of the custom field i added, I need to manually move each value up and down to manually sort the list which will be ...
Suggested by: Allen Zaydlin (17 Sep, '20) Upvoted: 17 Sep, '20 Comments: 1
Done

Drag and drop a selection of e-mails from mailbox to a deal or a project

To attach mails to a deal or project these have to be selected and assigned one by one manually. It would be most efficient if this could be done with a selection of ...
Suggested by: GJB (27 May, '20) Upvoted: 27 May, '20 Comments: 1
Done

Tag emails saved in E-Way

We are using a document management system and we find very useful the feature that whenrver we save a file from Outlook to the document repository, that email is ...
Suggested by: Markos Brotzakis (19 May, '20) Upvoted: 19 May, '20 Comments: 1
Done