Our customers made these suggestions for improving eWay-CRM Outlook Addin. 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 ...
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
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
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 ...
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.
Under consideration
Contact Categorization dialog
Now, the categories are represented as columns. Can they be represented as rows?
Under consideration
Tabs in Calendar
All eWay-CRM modules have tabs. Why didn't you put it onto the calendar dialog as well?
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 ...
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 ...
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.
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.)
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 ...
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.
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
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 ...
Done
Proposal / Quote generation
Using client details and contact info generate a proposal/quote in eWay-CRM
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Done