Our customers made these suggestions for improving Desktop. Suggestions for improving Desktop.
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
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
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
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 ...
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 ...
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). ...
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
- ...
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 ...
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 ...
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 ...
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 ...
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 / ...
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 ...
Under consideration
"Views" functionality in projects etc.
Duplicate "Views" functionality (conditional formatting etc) within the tabs for projects, deals, journals etc.
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 ...
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 ...
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 ...
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.
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.
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.
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 ...
Under consideration
Import fromHubspot
I have allot of emails companies and consumer that are in HubSpot that i would like to Import
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 ...
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 ...
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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
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 ...
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 ...
Under consideration
Document already saved in eWay
Mark attachment in email if already saved into eWay-CRM. Duplicity check.
Under consideration
SMS integration with clicksend or yakchat or twilio
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 ...
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 ...
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" ...
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 ...
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.
Under consideration