Suggestions for improving eWay-CRM Outlook Addin.

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

Company Logo being applied to contacts if no individual photo

The uploaded logo of a company should be applied to the contacts attached to this company by default as long as no individual photo is uploaded for the contacts.
Suggested by: Julien (14 Dec, '22) Upvoted: 14 Dec, '22 Comments: 0
Under consideration

Preview panel in Journals and Tasks

In the different modules like deals and projects under the task tab or Journal tap add a preview panel to quickly view the notes in the Journal or task so you can see ...
Suggested by: Matt T Woodcock (09 Dec, '22) Upvoted: 09 Dec, '22 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

Drag and Drop to assign link to company and contact and Outlook category

When you drag and drop you have to manually update the Outlook category saved in e-way crm. Can this be done as the part of the transaction, Also could it also flag ...
Suggested by: Donald Harrison (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

"Insert Horizontal Line" button in Notes, like the one in Outlook messages

Just like the title says, I'd like to be able to insert horizontal lines across the Notes box. In Outlook, these often divide the older e-mails that have been replied ...
Suggested by: MG (13 Oct, '22) Upvoted: 13 Oct, '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

Outlook Categories - be able to select multiple without it closing each time

When I edit categories in Outlook I can only edit one at a time. Each time the tab closes and I have to reopen it to do another one. I would like to be able to select ...
Suggested by: Mark Glass (23 Sep, '22) Upvoted: 23 Sep, '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

Excel import for the toDo List

I organize my todo List with individual fields. export and re-import like with the adresses would help a great deal organizing it
Suggested by: Thomas Krecker (28 Jul, '22) Upvoted: 28 Jul, '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

Create a Project Template

I feel a game changing feature would be to create a Project Template. When you create a project, you have the option for it to be a template. If you select ...
Suggested by: Baillie (04 May, '22) Upvoted: 04 May, '22 Comments: 0
Under consideration

french as language interface

Suggested by: Rose Emily Hamalia Jacques (10 Apr, '22) Upvoted: 10 Apr, '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

include Workflows in 365 addin

"It would be helpful to see workflows in the new 365 add-in"
Suggested by: Ernest Cory (18 Jan, '22) Upvoted: 18 Jan, '22 Comments: 0
Under consideration

Add Tasks to calendar for optimal time management.

If tasks were included in the calendar, a user would have a complete view of what they are facing each day, week, etc. This would allow for more precise planning and ...
Suggested by: Wayne (10 Jan, '22) Upvoted: 10 Jan, '22 Comments: 0
Under consideration

Manage eway-functions with Outlook quicksteps

Today it is not possible to include eway-functions like "Converting to task" or "convert to project" into an outlook quickstep.
Suggested by: Jürgen Bühse (07 Jan, '22) Upvoted: 07 Jan, '22 Comments: 0
Under consideration

subject email

automatically overtake in subject the title of the deal/project in task/email etc. in order to unify communications and saving time to copy/paste the information
Suggested by: Erik Slobben (21 Dec, '21) Upvoted: 21 Dec, '21 Comments: 0
Under consideration

debug

When typing in the search area, using the letter u, I always get double u so "uu" as a result. Very unpractical
Suggested by: GJ (07 Dec, '21) Upvoted: 07 Dec, '21 Comments: 0
Under consideration

Allow Change of View to Preferred Size

I preferred v6's size, allowing more data on the screen. I already have a 32" monitor but now I need a larger one and go beyond the 1920x? resolution to make things ...
Suggested by: Eric M (03 Dec, '21) Upvoted: 03 Dec, '21 Comments: 0
Under consideration

Creating a company contact

Its probably just that I am new to eWay and its possible but at moment when I create a contact from an incoming email which is very often it doesnt seem to allow a ...
Suggested by: nicholas william leek (28 Nov, '21) Upvoted: 28 Nov, '21 Comments: 0
Under consideration

Have a "sub-Type" Catagory

Have a "sub-Type" category in forms so you can have changes in forms from 2 type categories to further enable customization of forms. This would make customization go ...
Suggested by: Chris Armes (23 Nov, '21) Upvoted: 23 Nov, '21 Comments: 0
Under consideration

link to existing

When right clicking on an email link to existing should also be an option as not all emails will have the clients email in the sent email. IE: when sending a document ...
Suggested by: neil slominski (22 Nov, '21) Upvoted: 22 Nov, '21 Comments: 0
Under consideration

Address Look up and autopopulate

Salesforce has a nice address quick search that it connected to all addresses to quickly find, then populate addresses of new contacts and companies.
Suggested by: Chris Armes (18 Nov, '21) Upvoted: 18 Nov, '21 Comments: 0
Under consideration

Group of Categories

Differents group of Categories for Companies, Contacts, Projects, Tasks and Calendar. The of categories star to be overwhelming long when all of them is in the same.
Suggested by: Geir Gjelten (18 Nov, '21) Upvoted: 18 Nov, '21 Comments: 0
Under consideration

sms and google voice

i pay a third party company that uses LeadConnector to act as my assistant to onboard internet leads and babysit and nurture the leads with automated SMS, automated ...
Suggested by: michael lindekugel (17 Nov, '21) Upvoted: 17 Nov, '21 Comments: 0
Under consideration

ms bookings

would be nice to have a product similar to ms bookings. a prospect or client can click a link to a webpage to book time on my calendar.
Suggested by: michael lindekugel (17 Nov, '21) Upvoted: 17 Nov, '21 Comments: 0
Under consideration

turn off journal notes synchronization to outlook notes

this related to support issue #178606. eWay synchronizes journal notes to the Outlook contact Notes field. i use google voice for my office phone. i use Outlook ...
Suggested by: michael lindekugel (12 Nov, '21) Upvoted: 12 Nov, '21 Comments: 0
Under consideration

The ability to configure contacts uniqueness criteria

Currently, eWay allows to enforce contacts uniqueness, but if it is set then no two contacts with the same email can exist in eWay. We have number of contacts that ...
Suggested by: Allen Zaydlin (08 Nov, '21) Upvoted: 08 Nov, '21 Comments: 0
Under consideration

Option to copy address between tabs

Adding a button/drop-down to automatically populate Home address from Business.
Suggested by: Ernest Cory (05 Nov, '21) Upvoted: 05 Nov, '21 Comments: 0
Under consideration