Suggestions for improving eWay-CRM.

87 votes

Define my own Word / PDF templates / edit the existing ones

eWay-CRM can export data into predefined Word templates. Please add some kind of designer so that we can create our own ones or modify the predefined ones.
Suggested by: Jan Lalinský (03 Nov, '18) Upvoted: 24 Feb Comments: 10
Under consideration
74 votes

OneDrive as desitination for filing documents

Option to save files to OneDrive for Business / SharePoint instead of SQL Database
Suggested by: Amir Khodaparast (27 Nov, '18) Upvoted: 02 Feb Comments: 7
Under consideration
62 votes

Change the field name

eWay-CRM comes up with a set of predefined fields for every records. Contacts contain First Name, Last Name, etc. From time to time, I want to change a name of the ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 21 Feb Comments: 8
Under consideration
52 votes

dashboard

like bcm from microsoft.
Suggested by: Robert Köhn (14 Feb, '20) Upvoted: 01 Feb Comments: 2
Under consideration
51 votes

Duplicity Merge

From time to time, I need to select two contacts and merge them as I made a mistake and I have a duplicate.
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 02 Feb Comments: 6
Under consideration
45 votes

Kandban views for Deals, Tasks or Projects

Implement the kandban view in for deals / projects (and maybe even tasks)?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: yesterday Comments: 3
Planned
43 votes

In cell editing

get In cell editing
Suggested by: Jim (07 Mar, '19) Upvoted: 21 Feb Comments: 8
Planned
41 votes

Change the name of modules

I would like to be able to rename the module names. In our industry, we don't call matters as "Projects" but "Cases". Other customers might want to change other ...
Suggested by: Jan Lalinsky (03 Nov, '18) Upvoted: 13 Jan Comments: 5
Under consideration
38 votes

Synchronize address between contacts and companies

If I change an address on a company, I want it to be automatically propagated to all contacts that belong to the company. The same should work vice versa. If I ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 13 Jan Comments: 5
Under consideration
37 votes

Different offices / addresses / branches

eWay-CRM is missing a clear way how to track more addresses / offices / branches for the same company. We work in facility management industry. We manage different ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 21 Feb Comments: 2
Under consideration
36 votes

Add the integration with Microsoft OneNote

ID 32397
Suggested by: Moderator (07 Mar, '19) Upvoted: yesterday Comments: 2
Under consideration
33 votes

Gantt chart

My company works with projects and tasks. We are missing one single view on all projects, their tasks, statuses, etc. Microsoft Project has something that's called ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 21 Feb Comments: 2
Under consideration
32 votes

Bulk Changes

I want to be able to change a field value for all of my companies. In my case, I made a custom field and I want to set the initial values up. But I remember we wanted ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 03 Dec, '23 Comments: 10
Under consideration
31 votes

Integration with QuickBooks Desktop

The ability to integrate with QuickBooks Desktop would be a huge bonus with eWay. QB Online is great, but it requires yet another subscription that most small ...
Suggested by: Hannah (04 Jun, '21) Upvoted: yesterday Comments: 1
Under consideration
31 votes

Synchronize contact categories

When importing/synchronizing contacts between eWay-CRM and Outlook, please include the option to transfer categories as well. I understand some users want to keep ...
Suggested by: Moderator (12 Mar, '19) Upvoted: 03 Dec, '23 Comments: 1
Under consideration
31 votes

Setup and sort dropdown fields in admin center alphapetically

Right now you have to define each position manually
Suggested by: Marek Mikeš (01 Nov, '23) Upvoted: 03 Dec, '23 Comments: 0
Under consideration
29 votes

Pull information from signature

Populate phone number, address, job title fields from the signature into the relevant fields
Suggested by: Moderator (23 Aug, '19) Upvoted: 10 Dec, '23 Comments: 7
Under consideration
23 votes

Tracking timer

A timer that can be activated when working on a project or task and automatically create a time sheet
Suggested by: Marazzini (27 Jan, '19) Upvoted: 25 Jan, '23 Comments: 5
Under consideration
23 votes

Integration with LinkedIn Sales Navigator

Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Suggested by: Raymond Vidot (09 Nov, '18) Upvoted: 03 Dec, '23 Comments: 3
Under consideration
22 votes

Custom field - Query

I want to be able to create a custom field that would be automatically calculated of other values. You wrote me a trigger, nice. But I want to do such things by myself.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 11 Sep, '23 Comments: 2
Under consideration
21 votes

Allow Mail Merge to populate an existing Word Template

Suggested by: Moderator (13 Mar, '19) Upvoted: 11 Sep, '23 Comments: 2
Under consideration
21 votes

Synchronize Tasks between eWay/Outlook

Currently, if you have a list of tasks without a superior item selected they will not show up in eWay. In the settings, there should be an option to allow tasks to ...
Suggested by: Hannah Keller (17 Mar, '22) Upvoted: yesterday Comments: 1
Under consideration
21 votes

"Folders" to manage documents

Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc. Similar to Windows folders
Suggested by: Moderator (27 Nov, '18) Upvoted: 21 Feb Comments: 0
Under consideration
17 votes

contact search in outlook

a search field for contacts and companies like its integrated in outlook (search for persons). In outlook the person search can be attached as a pop-up. but it's ony ...
Suggested by: Tobias Laßner (23 Jan, '19) Upvoted: 06 Oct, '23 Comments: 1
Under consideration
16 votes

Integration into Teams

Lot of other people, we are now working with MS Teams & Planner at the home office. Maybe eWay-CRM could be integrated into Teams
Suggested by: Moderator (24 Mar, '20) Upvoted: 03 Dec, '23 Comments: 1
Under consideration
15 votes

Bookkeeping - Timesheets and Relationships

The ability to insert timesheets into bookkeeping records would be amazing! For companies that sell services and invoice for hours spent on a project this feature ...
Suggested by: Hannah (15 Jul, '22) Upvoted: yesterday Comments: 4
Under consideration
13 votes

Manually backup eWay-CRM database

An administration settings is missing a module for manually backing up eWay-CRM database.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 12 Jan, '23 Comments: 3
Under consideration
13 votes

Workflow automation for emails

When changing workflow status, eWay-CRM is to send out automatic emails to potential customers or current business partners. This is including prepopulated fields in ...
Suggested by: Tzanko (26 Mar, '21) Upvoted: 20 Jun, '23 Comments: 0
Under consideration
12 votes

Create a new timesheet just by entering the number of hours spent

Now, if I want to create a new timesheet, I have to enter start and end time. I would like to enter just the number of hours spent.
Suggested by: Raymond Vidot (26 Nov, '18) Upvoted: 28 Aug, '21 Comments: 5
Under consideration
12 votes

Integration with Microsoft Project (directly or via SharePoint Online list)

Often larger projects or programmes have to be properly structured in a more sophisticated professional scheduling software such as MS Project. Once all the major ...
Suggested by: Coplexia Cloud SSC (31 Mar, '19) Upvoted: 22 May, '22 Comments: 0
Under consideration
12 votes

Integration with MailChimp

Your Professional Emails are great. But we are used to MailChimp in our organization. Can you make an integration with that as well?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 03 Dec, '23 Comments: 0
Under consideration
12 votes

Automatically link email replies with Professional Marketing Campaign

If I send a bulk email using Professional Emails and somebody replies me, I want the reply to be automatically linked with the marketing campaign.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 03 Dec, '23 Comments: 0
Under consideration
11 votes

Ability to Assign Multiple Users to a Task

The ability to assign a task to multiple users would be a great feature. We often have tasks that can be completed by more than one person and it would be nice to ...
Suggested by: Hannah (25 Aug, '22) Upvoted: yesterday Comments: 0
Under consideration
11 votes

Workflow - Simplified UI

Have a visual UI where text can be edited from the Deals or Projects panel - like the contact form designer or drag and drop. A stage can be clicked on, renamed or ...
Suggested by: Moderator (07 Nov, '18) Upvoted: 17 Aug, '22 Comments: 0
Under consideration
10 votes

Integration of www.xero.com It is an accounting package

Now used hugely in the uk and is push out sage as it works from the cloud.
Suggested by: Raymond Vidot (20 Jan, '20) Upvoted: 12 Jan, '23 Comments: 2
Under consideration
10 votes

OCR card reader integration

We would like to see a feature that allows for the integration of an OCR text scanner. It should allow us to scan the information on business cards directly into ...
Suggested by: Daniel (11 Nov, '19) Upvoted: 28 Mar, '23 Comments: 2
Under consideration
10 votes

Custom fields in relations

I can create a custom field in any module. Fine. But if I want to create a custom field representing a role contact has on a project - that's not possible. I can't ...
Suggested by: Jan Lalinsky (29 Oct, '18) Upvoted: 03 Mar, '22 Comments: 1
Under consideration
10 votes

Track if Email was opened

See if sent email was opened by recipient without the notification required by Outlook's read receipt.
Suggested by: Ev Stephen (05 Aug, '20) Upvoted: 15 Dec, '22 Comments: 0
Under consideration
10 votes

Deals, Projects, Companies and Contacts in one page

I would love to see all deals, projects, companies and contacts on one page. I should easily scroll through them to see what needs to be done. Basically the same ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 17 Jan, '22 Comments: 0
Under consideration
9 votes

SMS integration with clicksend or yakchat or twilio

Suggested by: Rose Emily Hamalia Jacques (10 Apr, '22) Upvoted: 10 Apr, '22 Comments: 4
Under consideration
9 votes

To be able to restore a deleted Item

When deleting an Item (- a contact, Company, Email or Journal) by mistake. To store the deleted Item in a bin and be able to restore the Item from the Administration
Suggested by: Raymond Vidot (23 Apr, '20) Upvoted: 03 Dec, '23 Comments: 0
Under consideration
9 votes

Integration

Wanted: Integration between eWay-CRM and Office 365 OneNote. Integration between eWay-CRM and Office 365 OneDrive.
Suggested by: Martin Korsgaard (16 Sep, '19) Upvoted: 03 Dec, '23 Comments: 0
Under consideration
8 votes

Automatically Track All Emails

If I send an email to somebody who is listed as my contact, a dialog pops up asking me if I want to save the email into eWay-CRM. But if the contact does not exist, ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 26 Oct, '23 Comments: 2
Under consideration
8 votes

Please allow Business Card View instead of the List view for Contacts and Companies

List view is basically useless when searching through contacts or working with categories. Please allow for the business card view with category coloering to match ...
Suggested by: Joe C (14 Nov, '20) Upvoted: 03 Dec, '23 Comments: 1
Under consideration
8 votes

Check for potential duplicity when saving an attachment from the email into eWay-CRM

When saving an email attachment into eWay-CRM there is no clear sign whether or not this attachment has been saved into eWay-CRM earlier. Plus it is possible to save ...
Suggested by: Moderator (15 Jan, '19) Upvoted: 03 Dec, '23 Comments: 1
Under consideration
8 votes

Integration with WhatsApp or other chatting apps

It would be nice to see WhatsApp chats or other apps chats in eWay-CRM HUB.
Suggested by: Raymond Vidot (29 Nov, '18) Upvoted: 03 Dec, '23 Comments: 1
Under consideration
8 votes

Upgrade Android App

The Eway Android App is only good for adding a journal or a quick deal or something. The filters are useless - I still see tasks that were completed or not relevant. ...
Suggested by: Jeff Helfand (02 Feb, '22) Upvoted: 24 Feb Comments: 0
Under consideration
8 votes

Assign colleague as organizer in eWay-CRM calendar event and populate fields

In case a colleague is out of office, or busy, I need to be able to work on his behalf with regards to eWay-CRM calendar events within Deals Module or other modules. ...
Suggested by: Tzanko (26 Mar, '21) Upvoted: 07 Apr, '21 Comments: 0
Under consideration
7 votes

Field to LinkedIn

Field to LinkedIn address for both company and contact
Suggested by: Martin Korsgaard (09 Mar, '20) Upvoted: 21 Feb Comments: 2
Under consideration
7 votes

Add Time Stamp button for notes sections

in BCM project tasks there is a "Add Time Stamp" button that adds the date and time to the comments/notes section of the task.
Suggested by: Michael Lindekugel (10 Oct, '19) Upvoted: 19 Jan Comments: 2
Under consideration