Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.
Make Header text more visible
A lot of the headers look the same - Deal, Project, Contact, etc.
It would be helpful to make it bigger or more prominent so that it catches your eye faster.
Done
Ability to change deal status terms
I am experimenting to see if we can use eWay in our college recruiting. I'd like the deal statuses to be Inquiry, Application, Offer, Accepted, Not Accepted (maybe ...
Done
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
Re-assign Owners/Users in bulk
When a member of the staff leaves and their contacts/account need to be given to a new rep, if would be helpful to have an option to reassign the ownership to their ...
Done
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
Automatic Refresh When New Records Are Added to the Contacts Module
When I open the Contacts Module and screen for company XXX and I add new contacts under that company, those new records/contacts are not automatically shown after ...
Done
Superior Item - Linked contacts in Deals
Right now, emails only show people directly assigned to deals or projects. Create an option to include people who are also tagged/linked to those deals and projects
Done
eWay tab in email messages to open associated modules
To be able to open a deal, contact or company directly from a sent or received email without having to manually find the relevant record.
Done
Email tracking as standard without using a marketing campaign.
Email tracking is available with other CRM's. There could be a general option to track with emails/modules associated with email addresses or a check box when the ...
Done
keyboard shortcut
when you save an email to the crm it would be fab to have a keyboard shortcut for 'save and close'
Done
Righ click on an item to quickly call New Item, Link with Existing
If I am standing in a list of contacts, I want to right click on any and create a new Journal. It would be nice to extend the popup menu of the ability to create ...
Done
Turn Off Email for Updates
The email that goes out after doing the last update to 5.3 was not good. It caused a lot of confusion for my end users and it quite frankly looked like a phishing ...
Done
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
Send an email to the new user with login credentials
When creating a new user account in eWay-CRM Administration Settings, I would like to have an option to send instructions by an email.
The new user would receive a ...
Done
Online eWay-CRM
I am using eWay-CRM on terminal server. It does not make sense to keep the offline database. Can you add an online mode for eWay-CRM?
Done
Quickly create a custom fields in more modules
Can you allow me to quickly create one custom fields in more modules? If I want to create the same custom fields on Contacts, Companies and Deals, I have to create it ...
Done
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
Assign actives to users and remove unnecessary tabs
I suggest that you allow the administrators to assign activities to users depending on their roles. ie, an engineer and an accountant do not have the same activities. ...
Done
"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
Modify/add steps in modules like Deals
add the ability to modify the steps. in my industry we might have a "Deal" that gets "Deferred to a later date" so its not Won, lost, or closed at all but its not ...
Done
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