Our customers made these suggestions for improving Desktop. Suggestions for improving Desktop.
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
Leads - Emails
Rather than default to the Lead email - open a pop-up that shows a list (Lead email first) of all the emails and associated names for the contacts for the lead. Then ...
Under consideration
Add the ability to use relative/dynamic dates to views
To use the greater than/less than/etc operator in views, you have to select a date, and cannot choose a relative date such as "yesterday", "last (#) months", "last ...
Under consideration
Task reminders should contain the contact name
Please make the tasks notification include the contact name.
Currently I am having to type in the clients name in the task otherwise when the task notification ...
Under consideration
Creating Journals/emails logging to Closed Deals
Sometimes, when sorting out information and organising communication threads, I want to add some emails to an already closed opportunity (for future tracking back the ...
Under consideration
Ability to Log calendar invitations as a Journal
Now it is possible to link emails and create Journal entries from them in E-Way, would be nice to be able log calendar invitations as well.
Under consideration
Synchronize emails for company and contacts within company profile
When clicking on the a company any actions related to a contact that is assigned to the company, show up in the general company tab. At the moment they are treated as ...
Under consideration
Additional (industry-specific) user views/reports
"would love to add high-level user views that have already been built, and specific to my industry"
Perhaps as a one-time cost
Under consideration
Link to Journal Entry from Outlook Calendar Event.
Can convert Outlook Calendar Event to Journal Entry but then cannot access Journal Entry directly from Outlook Calendar Event. Add a link feature.
Under consideration
Customize the Daily Task Report automated email
it would be helpful to group and filter the desired tasks in a different way than the current (and only) template.
Under consideration
Fix the "Categories propagating to Activities" for Companies feature
It works for other items, but not for activities.
A second suggestion would be to allow propagating categories to ALL subordinate and related items of a Company, ...
Under consideration
Option to import time sheets from a file
Having option to quickly generate time sheets within few clicks would be amazing.
You can perhaps implement 'universal template' file (.xlsx, .csv or whatever) ...
Under consideration
add a new WF action
it would be good to have a new wf action to create a new project from deal, not only at the end of the deal
Under consideration
Column predefined filters
Predefined filters should include Blank (empty) and Non-Blank (not-empty) fields as a selection. That would take out the guess work of what characters are/aren't ...
Under consideration
Superior item button
To add superior item to the sent email is quite a tricky process and many times I forget to do it and this force me to go back and forth form eway and outlook
Is ...
Under consideration
Connect with LinkedIn to pull customer images
Under consideration
industry specific contact templates
For instance, health insurance agents would want to track insurance plan information, family member relationships and lead sources. I need to customize my contacts ...
Under consideration
Discount for projects.
Possibility to specify discount per. Projects, not just per. Companies.
Under consideration
Discount for projects.
A company can be added a discount. Opportunity to add discount for a specific project is desirable. Especially when there are different projects for the same company.
Under consideration
"Title" should not default to a drop-down
"Post-Doc" is not in your list, but it's a common title in biotechnology.
Please fix it. User can't change your field.
Under consideration
Ability to amend the subject line
I would like to be able to make changes to the subject line as you often have a series of emails with the same subject and in order to find the relevant one it would ...
Under consideration
Notification button about changes in the DEAL
Create a button in a DEAL that when I update the DEAL information with latest note, changes in stage, probability etc, to notify my team about it and email is sent to ...
Under consideration
I don't see a way to add email or contacts to an existing deal easily that would be helpful
I don't see a way to add email or contacts to an existing deal easily that would be helpful
Under consideration
Quick-start tutorials/job-aids for modules/functions
I'd love some quick-start job aids to help leverage some of what I would consider the most basic features inside e-Way CRM. For example: a tutorial on how to ...
Under consideration
Automatically save sent emails for deals
Under consideration
Integration with accounting system PowerOffice
PowerOffice is among the most popular accounting systems in Norway. The system is also sold in the other Scandinavian countries. An integration with eWay-CRM would ...
Under consideration
Marketing List criteria
Unless I am doing something wrong, the marketing list criteria is not saved under a marketing campaign. If I want to rerun a campaign, when I open it up and click on ...
Under consideration
Link Calendars to multiple contacts w/o email address
Calendars are only linked to contacts when an invite is sent. Not all contacts have an email address, so it would be nice to link contacts to a calendar without ...
Under consideration
API Integration with Speech to Text Platform
Tie in with a program like Dragon Speech Recognition by Nuance, where you can dictate your journal notes or have voice commands to create, open or search for records.
Under consideration
Add "Refresh List" button
When I pull up a list of contacts then make a change to a contact, the list does not reflect the change (the contact is not added or removed from the list). If I ...
Under consideration
Simplified New Workflow - Parent/Child Status
Make an option for all steps/statuses create all parent/child links automatically, in one step.
Under consideration
Use a system drop down menu across multiple fields and modules
I have a field called "Industry Type". I have the same field in Deals, Contacts, and Companies. Right now, I have to key the long list into every module. That is ...
Under consideration
How to change the sql data for the free version
How to change the sql data from sql express to Mssql 2019 for the eway-free version
because i already have mssql 2019 ( i want to use On My PC only Mssql 2019 )
Under consideration
add a search option to help
I was disappointed that in help, there was no search option.
Under consideration