Suggestions for improving Desktop.

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

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

See Superior Item In Outlook / Post to Superior Item inOutlook

Right now, I can see if an email is in eway when looking at list view in outlook. However, I cannot see if the email is posted to a superior item (like a project). ...
Suggested by: David Bell (02 Dec, '18) Upvoted: 02 Dec, '18 Comments: 1
Not planned

Shortcuts - Which ones are you missing?

- to open a new deal, journal, project, etc - to add a new item / link with an existing item - send an email - ...
Suggested by: Jan Lalinsky (29 Oct, '18) Upvoted: 29 Oct, '18 Comments: 1
Under consideration

Get invoice as PDF on e-mail

We need to get the invoice as a PDF on email. As many other we got digital reading of invoices in our ERP system, we therefore need to get them as a PDF, not as a ...
Suggested by: Morten Urrang (23 May) Upvoted: 23 May Comments: 0
Under consideration

Air Call Intergration

Add Air Call Voip
Suggested by: Robert Spigelman (16 May) Upvoted: 16 May Comments: 0
Under consideration

Search by job role

We can search by team members but sometimes I am in a team for different roles. It would be good to search by team member + job role, so I can find all the projects I ...
Suggested by: Millie (16 May) Upvoted: 16 May Comments: 0
Under consideration

Separate "Journal" for Marketing Module

Right now, every time I send a Marketing email the system automatically creates multiple journal entries for every intended recipient, which is great for keeping on ...
Suggested by: Hannah (08 May) Upvoted: 08 May Comments: 0
Under consideration

Ability to Convert Custom Fields Type

It would be great to be able to edit not just the Custom Fields Name and Description, but also the Type. I sometimes create a field in the wrong type and it would be ...
Suggested by: Hannah (10 Apr) Upvoted: 10 Apr Comments: 0
Under consideration

Save email attachements to documents

When an email is saved and is viewed via a contact, the attachments could be automatically saved to documents tab. There could also three tabs, all, incoming / ...
Suggested by: John (30 Mar) Upvoted: 30 Mar Comments: 0
Under consideration

Global Replace for a field in a view

When I used ACT, it had a command to global replace a field in a view. This would make it easier to update categories, dates, or other coding. An alternative to ...
Suggested by: Jeff Helfand (28 Mar) Upvoted: 28 Mar Comments: 0
Under consideration

"Views" functionality in projects etc.

Duplicate "Views" functionality (conditional formatting etc) within the tabs for projects, deals, journals etc.
Suggested by: HFP Kruger (02 Mar) Upvoted: 02 Mar Comments: 0
Under consideration

Skip All checkbox in XLS import

Is possible to add the "Skip All" checkbox so it would be possible to skip all the fields that are not possible to import? Instead of having to manually click of ...
Suggested by: David Coufal (22 Feb) Upvoted: 22 Feb Comments: 0
Under consideration

disable Remove feedback pop-up

I love your program -It would be better - without the feedback question " we would love to hear your feedback How likely are you to recommend eWay-Crm to your ...
Suggested by: Richard (16 Jan) Upvoted: 16 Jan Comments: 0
Under consideration

allow documents to be added to superior item even if the item is completed

when you right click an email with a document, and save to eway crm when we try to select a superior item, you cannot select a completed project. is it possible to ...
Suggested by: shane henson (13 Jan) Upvoted: 13 Jan Comments: 0
Under consideration

Allow import journals from Excel using company / contact identifiers

Currently company / contact can only be specified by a name, but when the name is not unique in the system, user has to fix the data manually in the import wizard.
Suggested by: Roman (11 Jan) Upvoted: 11 Jan Comments: 0
Under consideration

Ability to delete user with no data

When a user has no records (for instance a duplicate), allow admins to delete account instead of disabling.
Suggested by: Ernest Cory (09 Jan) Upvoted: 09 Jan Comments: 0
Under consideration

invitations to appointments with calendar

At the moment it is not possible to invite several people to an appointment/meeting. an automatic yes/no answer would also be great. this saves you a lot of emails.
Suggested by: Kati (09 Jan) Upvoted: 09 Jan Comments: 0
Under consideration

html website code

It would be great to install a java html code that scrapes any and all data fields directly from a website into eway crm Hubspot have this genius feature but i feel ...
Suggested by: Levi giosmile.uk (07 Dec, '22) Upvoted: 07 Dec, '22 Comments: 0
Under consideration

Import fromHubspot

I have allot of emails companies and consumer that are in HubSpot that i would like to Import
Suggested by: Levi giosmile.uk (07 Dec, '22) Upvoted: 07 Dec, '22 Comments: 0
Under consideration

Delete records log

When records go missing, it doesn't seem possible to find out who deleted them or if they weren't created in the first place. And the people who were supposed to ...
Suggested by: Paul Naudé (07 Dec, '22) Upvoted: 07 Dec, '22 Comments: 0
Under consideration

EXACT Online

Integration With EXACT Online
Suggested by: Mick Wells (28 Nov, '22) Upvoted: 28 Nov, '22 Comments: 0
Under consideration

Include all fields as options for merge fields

Please add the ability to pick from all my fields including custom ones to add to a merge document or email. I have specific client information that needs to be ...
Suggested by: Mark Glass (06 Oct, '22) Upvoted: 06 Oct, '22 Comments: 0
Under consideration

Number the pages on the eWay books. When I print them I have to number the pages by hand.

Suggested by: JAMES TINER (01 Oct, '22) Upvoted: 01 Oct, '22 Comments: 0
Under consideration

Be able to edit drop down lists from the list itself instead of having to go to the admin center.

Please consider being able to add to or edit a drop down list from the list itself like was possible within BCM instead of needing to go to the Admin Center to do this.
Suggested by: Mark Glass (22 Sep, '22) Upvoted: 22 Sep, '22 Comments: 0
Under consideration

Phone number identifications

In the contact module, you have 1. Business 2. Other 3. Business 2 areas for phone numbers. It is helpful to be able to differentiate whether a number is a work ...
Suggested by: Barry Rapp (16 Sep, '22) Upvoted: 16 Sep, '22 Comments: 0
Under consideration

Auto Populate Notes with Automated Tasks

The ability to have notes that automatically populate with automated tasks. Sometimes we have tasks that require some instruction or reference to a specific document ...
Suggested by: Hannah (13 Sep, '22) Upvoted: 13 Sep, '22 Comments: 0
Under consideration

Contact photo details used for business card

At a recent exhibition, to avoid interrupting a chat with a prospect, I simply snapped a photo of his/her business card in the mobile eWay app and made a quick note ...
Suggested by: Paul Naudé (09 Sep, '22) Upvoted: 09 Sep, '22 Comments: 0
Under consideration

Hide important field warning when not visible in form

We hide certain fields based on the document type like Quote or Report Number. Both are important but only one will be displayed in the form. Can the warning that an ...
Suggested by: Paul Naudé (02 Sep, '22) Upvoted: 02 Sep, '22 Comments: 0
Under consideration

Ability to place notes in Automated Tasks

When creating automated tasks it would be helpful to be able to put notes in the task so that they automatically generate with the task. We have a lot of tasks that ...
Suggested by: Hannah (29 Aug, '22) Upvoted: 29 Aug, '22 Comments: 0
Under consideration

when user wants to choose superior item, there is no option to add custom fields which can be import

when user wants to choose superior item, there is no option to add custom fields which can be important for search in some cases when tagging an email. I have ...
Suggested by: Elizabeth Cortez (28 Aug, '22) Upvoted: 28 Aug, '22 Comments: 0
Under consideration

Auto-populate Account Name

Please allow us to enter a new contact while in another contact & have the account name auto-populate while in that mode
Suggested by: David Lee (11 Aug, '22) Upvoted: 11 Aug, '22 Comments: 0
Under consideration

Update to the Win11 function of resizing windows

I organize m main screen using the new function of pre defined constellations (like 2 windows next to each other or 4 similar quadrants. this and the possibility to ...
Suggested by: Thomas Krecker (28 Jul, '22) Upvoted: 28 Jul, '22 Comments: 0
Under consideration

Automatically send e-mail to "Contact Person" when project stage changes

Send an update e-mail to "Contact Person" shown in a Project (outside of e-Way users organisation) when parent/child stage changes. For example: 1 - Order ...
Suggested by: Andy (27 Jun, '22) Upvoted: 27 Jun, '22 Comments: 0
Under consideration

Document already saved in eWay

Mark attachment in email if already saved into eWay-CRM. Duplicity check.
Suggested by: David Kyncl (12 May, '22) Upvoted: 12 May, '22 Comments: 0
Under consideration

SMS integration with clicksend or yakchat or twilio

Suggested by: Rose Emily Hamalia Jacques (10 Apr, '22) Upvoted: 10 Apr, '22 Comments: 0
Under consideration

Possibility to manage access to section " documents" in the deal. (no visible / read only / full )

Suggested by: Jan Chmela (28 Mar, '22) Upvoted: 28 Mar, '22 Comments: 0
Under consideration

Transfer existing category from email to task while converting

In many cases emails get a category manually or automatically (outlook rules). If converting this eMail to a task, the existing category should also transferred to ...
Suggested by: Jürgen (15 Mar, '22) Upvoted: 15 Mar, '22 Comments: 0
Under consideration

Connect an imported mail to an existing date

In the run-up to meetings, I often receive e-mails from different senders, all of which relate to an agreed meeting. It would be helpful if I could link these ...
Suggested by: Jürgen Bühse (15 Feb, '22) Upvoted: 15 Feb, '22 Comments: 0
Under consideration

When pressing Escape, you stay on the same screen

For example, you open Companies from OUtlook, you filter the view. Press escape while in list view, pressing Escape closes the screen and takes you back to "No View" ...
Suggested by: Maan (12 Feb, '22) Upvoted: 12 Feb, '22 Comments: 0
Under consideration

naming convention consistency

the software, admin center, and KB need to use the same consistent naming conventions through out referring to the same module and field. it would great to have the ...
Suggested by: michael lindekugel (03 Feb, '22) Upvoted: 03 Feb, '22 Comments: 0
Under consideration

Phone showing Inbound callers name from CRM-APP

I would like to have my phone to display the callers name, when the person who is calling me, is a contact listed in the CRM android/iphone-app.
Suggested by: Geir Gjelten (03 Feb, '22) Upvoted: 03 Feb, '22 Comments: 0
Under consideration