Our customers made these suggestions for improving eWay-CRM Outlook Addin. 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). ...
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
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.
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 ...
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
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 ...
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 ...
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
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 ...
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
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
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
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 ...
Under consideration
french as language interface
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
include Workflows in 365 addin
"It would be helpful to see workflows in the new 365 add-in"
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 ...
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.
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
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
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 ...
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 ...
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 ...
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 ...
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.
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.
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 ...
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.
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 ...
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 ...
Under consideration
Option to copy address between tabs
Adding a button/drop-down to automatically populate Home address from Business.
Under consideration