Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
2
votes
2
votes
Company Search Online to include results from more countries
When clicking company search online it seems to display results only from ORSR and not other international company registers such as the Australian register which is ...
Under consideration
2
votes
Conditional Custom fields
We would like to see the ability to tie 2 custom fields together for occasions like when a drop down has the choice Other. Then if Other is selected then you must ...
Under consideration
2
votes
Make Skills available for Contacts
Contacts are people, and people have skills. I think it makes sense to have Skills available for contacts, not just Users.
We are in IT recruiting business, we ...
Under consideration
2
votes
2
votes
Open & Read Email tracking w/o Outlook or Professional email
Track which emails are opened in eWay without a read receipt or Professional Email - for single emails or small batches.
Under consideration
2
votes
2
votes
Adding SMS to the HUB
When sending an SMS to contact/leads in eWay-CRM to have the record in the HUB under the contact
Under consideration
2
votes
Disable pop-up box when sending an outgoing email
Keep the email tracking to the contact, deal or project, but provide the option to not have it pop-up and automatically attach it to the assumed project or deal.
Under consideration
2
votes
Add Calendar Superior Item to Received Invites
Under consideration
2
votes
Add a contact to a project when sending an email
If I send an email to someone and post to project when sent, then give me option to add that contact to the project
Under consideration
2
votes
2
votes
Automatically deactivate the filter
If I filter some companies, leave the module and return, the filter is still active. I want to start from the scratch.
Under consideration
2
votes
Contact Categorization dialog
Now, the categories are represented as columns. Can they be represented as rows?
Under consideration
2
votes
Tabs in Calendar
All eWay-CRM modules have tabs. Why didn't you put it onto the calendar dialog as well?
Under consideration
2
votes
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
2
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
document versioning in eway online
In my eyes the advantage of having eway online would be that I do not need to buy a Microsoft license for every user (who only edits a spreadsheet every once in a ...
Under consideration
1
votes
Search within Bookkeeping Module By Products
It would be helpful to be able to perform a search that would return bookkeeping records based on the inclusion of certain products/key words. I want to put together ...
Under consideration
1
votes
TreeView for Multiselect DropDown
Under consideration
1
votes
Possibility to change the User's / Contact's / Company's image
Under consideration
1
votes
Search All function
The ability to open a search window, type any word or phrase, and view all related items in one place - Deals, Projects, Contacts, etc. Ideally this would have a ...
Under consideration
1
votes
Days in (workflow) stage counter on Deals, Projects
A new field would show the number of days a deal / project is in the current workflow stage. Moving the deal back and forth in the workflow resets the counter. This ...
Under consideration
1
votes
Grossprofit field
Missing the field in Report to show the gross profit, meaning "sales price" - "purchasing price".
I think this should be a standard calculated field but can't find ...
Under consideration
1
votes
import tasks into task list4
It seems most modules have import and export features now but Tasks still doesn't have that feature to import (only export) yet. Please add ability to import tasks.
Under consideration
1
votes
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
1
votes
1
votes
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
1
votes
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
1
votes
"Views" functionality in projects etc.
Duplicate "Views" functionality (conditional formatting etc) within the tabs for projects, deals, journals etc.
Under consideration
1
votes
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
1
votes
Columns custom predefined filters - Contains - Does not contain
If we name the projects following a very simple structure for example "customer name" - "project code" - "else" it would be very easy to filter all the projects alike ...
Under consideration
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
Import fromHubspot
I have allot of emails companies and consumer that are in HubSpot that i would like to Import
Under consideration
1
votes
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
1
votes
1
votes
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
1
votes
1
votes
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