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.
Suggested by: Moderator (01 May, '20) Upvoted: 01 May, '20 Comments: 1
Done

Allow "Link to" on items in HUB

Right click option or drag and drop
Suggested by: Moderator (27 Apr, '20) Upvoted: 27 Apr, '20 Comments: 1
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 ...
Suggested by: Jim Stikeleather (19 Apr, '20) Upvoted: 19 Apr, '20 Comments: 1
Done

Link to Options

Drag and Drop to other Hub or Tab Right-click (on entry) -> Link to ...
Suggested by: Greg Nakashima (12 Mar, '20) Upvoted: 12 Mar, '20 Comments: 1
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 ...
Suggested by: Bill Dana (26 Feb, '20) Upvoted: 26 Feb, '20 Comments: 1
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 ...
Suggested by: Greg Nakashima (28 Nov, '19) Upvoted: 28 Nov, '19 Comments: 1
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 ...
Suggested by: Deborah L. Schuster (06 Oct, '19) Upvoted: 06 Oct, '19 Comments: 1
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 ...
Suggested by: Fernando Portes (03 Sep, '19) Upvoted: 03 Sep, '19 Comments: 1
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
Suggested by: Greg Nakashima (19 Aug, '19) Upvoted: 19 Aug, '19 Comments: 1
Done

Designation for companies

under companies, designation for customer, supplier or other.
Suggested by: MIKE JACQUES (24 Jul, '19) Upvoted: 24 Jul, '19 Comments: 1
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.
Suggested by: Antony Walsh (28 Jun, '19) Upvoted: 28 Jun, '19 Comments: 1
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 ...
Suggested by: Antony Walsh (28 Jun, '19) Upvoted: 28 Jun, '19 Comments: 1
Done

ATTACH EMAILS

Attach email directly from outlook emails
Suggested by: GEORGIOS SKLIAS (25 Jun, '19) Upvoted: 25 Jun, '19 Comments: 1
Done

Add column in product import template for quantity on hand

Suggested by: Willem (10 Jun, '19) Upvoted: 10 Jun, '19 Comments: 1
Done

Delete in bulk

The ability to highlight multiple entries and delete with one click
Suggested by: AVAILABLE PLASTICS (03 Jun, '19) Upvoted: 03 Jun, '19 Comments: 1
Done

keyboard shortcut

when you save an email to the crm it would be fab to have a keyboard shortcut for 'save and close'
Suggested by: Ben (30 Apr, '19) Upvoted: 30 Apr, '19 Comments: 1
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 ...
Suggested by: David Bell (20 Mar, '19) Upvoted: 20 Mar, '19 Comments: 1
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 ...
Suggested by: Bill Dana (13 Feb, '19) Upvoted: 13 Feb, '19 Comments: 1
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). ...
Suggested by: David Bell (02 Dec, '18) Upvoted: 02 Dec, '18 Comments: 1
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 ...
Suggested by: Jan Lalinsky (09 Nov, '18) Upvoted: 09 Nov, '18 Comments: 1
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?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 30 Oct, '18 Comments: 1
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 ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 30 Oct, '18 Comments: 1
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 - ...
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

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. ...
Suggested by: Luke (15 Nov, '22) Upvoted: 15 Nov, '22 Comments: 0
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 ...
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

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 ...
Suggested by: Bob (02 Aug, '22) Upvoted: 02 Aug, '22 Comments: 0
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
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