Suggestions for improving Desktop.

include Workflows in 365 addin

"It would be helpful to see workflows in the new 365 add-in"
Suggested by: Ernest Cory (18 Jan, '22) Upvoted: 18 Jan, '22 Comments: 0
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 ...
Suggested by: Wayne (10 Jan, '22) Upvoted: 10 Jan, '22 Comments: 0
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.
Suggested by: Jürgen Bühse (07 Jan, '22) Upvoted: 07 Jan, '22 Comments: 0
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
Suggested by: Erik Slobben (21 Dec, '21) Upvoted: 21 Dec, '21 Comments: 0
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
Suggested by: GJ (07 Dec, '21) Upvoted: 07 Dec, '21 Comments: 0
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 ...
Suggested by: Eric M (03 Dec, '21) Upvoted: 03 Dec, '21 Comments: 0
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 ...
Suggested by: nicholas william leek (28 Nov, '21) Upvoted: 28 Nov, '21 Comments: 0
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 ...
Suggested by: Chris Armes (23 Nov, '21) Upvoted: 23 Nov, '21 Comments: 0
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 ...
Suggested by: neil slominski (22 Nov, '21) Upvoted: 22 Nov, '21 Comments: 0
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.
Suggested by: Chris Armes (18 Nov, '21) Upvoted: 18 Nov, '21 Comments: 0
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.
Suggested by: Geir Gjelten (18 Nov, '21) Upvoted: 18 Nov, '21 Comments: 0
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 ...
Suggested by: michael lindekugel (17 Nov, '21) Upvoted: 17 Nov, '21 Comments: 0
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.
Suggested by: michael lindekugel (17 Nov, '21) Upvoted: 17 Nov, '21 Comments: 0
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 ...
Suggested by: michael lindekugel (12 Nov, '21) Upvoted: 12 Nov, '21 Comments: 0
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 ...
Suggested by: Allen Zaydlin (08 Nov, '21) Upvoted: 08 Nov, '21 Comments: 0
Under consideration

Option to copy address between tabs

Adding a button/drop-down to automatically populate Home address from Business.
Suggested by: Ernest Cory (05 Nov, '21) Upvoted: 05 Nov, '21 Comments: 0
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 ...
Suggested by: Ed (29 Oct, '21) Upvoted: 29 Oct, '21 Comments: 0
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 ...
Suggested by: Amanda (21 Oct, '21) Upvoted: 21 Oct, '21 Comments: 0
Under consideration

User views as tabs

Tabs above the grid to quickly toggle through user-views
Suggested by: Ernest Cory (21 Oct, '21) Upvoted: 21 Oct, '21 Comments: 0
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 ...
Suggested by: David Moreland (28 Sep, '21) Upvoted: 28 Sep, '21 Comments: 0
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 ...
Suggested by: Natalja Stachová (15 Sep, '21) Upvoted: 15 Sep, '21 Comments: 0
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.
Suggested by: Natalja Stachová (15 Sep, '21) Upvoted: 15 Sep, '21 Comments: 0
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 ...
Suggested by: Zeke (14 Sep, '21) Upvoted: 14 Sep, '21 Comments: 0
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
Suggested by: Ernest Cory (17 Aug, '21) Upvoted: 17 Aug, '21 Comments: 0
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.
Suggested by: Randall Hatch (11 Aug, '21) Upvoted: 11 Aug, '21 Comments: 0
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.
Suggested by: Michael Zawadiwskyi (04 Aug, '21) Upvoted: 04 Aug, '21 Comments: 0
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, ...
Suggested by: Michael Zawadiwskyi (04 Aug, '21) Upvoted: 04 Aug, '21 Comments: 0
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) ...
Suggested by: Mack (30 Jun, '21) Upvoted: 30 Jun, '21 Comments: 0
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
Suggested by: Michael Lindekugel (08 Jun, '21) Upvoted: 08 Jun, '21 Comments: 0
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 ...
Suggested by: Alberto Zevallos (26 May, '21) Upvoted: 26 May, '21 Comments: 0
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 ...
Suggested by: Paolo Ravizza (19 May, '21) Upvoted: 19 May, '21 Comments: 0
Under consideration

Connect with LinkedIn to pull customer images

Suggested by: Ernest Cory (11 May, '21) Upvoted: 11 May, '21 Comments: 0
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 ...
Suggested by: Ernest Cory (25 Mar, '21) Upvoted: 25 Mar, '21 Comments: 0
Under consideration

Discount for projects.

Possibility to specify discount per. Projects, not just per. Companies.
Suggested by: Martin Korsgaard (12 Mar, '21) Upvoted: 12 Mar, '21 Comments: 0
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.
Suggested by: Martin Korsgaard (07 Mar, '21) Upvoted: 07 Mar, '21 Comments: 0
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.
Suggested by: Joe Matthews (17 Feb, '21) Upvoted: 17 Feb, '21 Comments: 0
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 ...
Suggested by: J Grant (29 Jan, '21) Upvoted: 29 Jan, '21 Comments: 0
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 ...
Suggested by: Tomas (28 Jan, '21) Upvoted: 28 Jan, '21 Comments: 0
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
Suggested by: Frank Lucido (24 Jan, '21) Upvoted: 24 Jan, '21 Comments: 0
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 ...
Suggested by: Eric Hollowaty (20 Jan, '21) Upvoted: 20 Jan, '21 Comments: 0
Under consideration

Automatically save sent emails for deals

Suggested by: Ernest Cory (14 Jan, '21) Upvoted: 14 Jan, '21 Comments: 0
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 ...
Suggested by: Stein Eksveen (12 Jan, '21) Upvoted: 12 Jan, '21 Comments: 0
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 ...
Suggested by: TImothy John Arnold (30 Nov, '20) Upvoted: 30 Nov, '20 Comments: 0
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 ...
Suggested by: Moderator (15 Oct, '20) Upvoted: 15 Oct, '20 Comments: 0
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.
Suggested by: Moderator (20 Aug, '20) Upvoted: 20 Aug, '20 Comments: 0
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 ...
Suggested by: Eliot (20 Aug, '20) Upvoted: 20 Aug, '20 Comments: 0
Under consideration

Simplified New Workflow - Parent/Child Status

Make an option for all steps/statuses create all parent/child links automatically, in one step.
Suggested by: Moderator (19 Aug, '20) Upvoted: 19 Aug, '20 Comments: 0
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 ...
Suggested by: Jeff Helfand (13 Aug, '20) Upvoted: 13 Aug, '20 Comments: 0
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 )
Suggested by: Mtabsh (27 Jul, '20) Upvoted: 27 Jul, '20 Comments: 0
Under consideration

add a search option to help

I was disappointed that in help, there was no search option.
Suggested by: David (17 Jul, '20) Upvoted: 17 Jul, '20 Comments: 0
Under consideration