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Suggestions for improving eWay-CRM Outlook Addin.

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1 votes

Task reminders should contain the contact name

Suggested by: David Moreland (28 Sep, '21) • Upvoted: 28 Sep, '21 • Comments: 0
Under consideration
1 votes

Creating Journals/emails logging to Closed Deals

Suggested by: Natalja Stachová (15 Sep, '21) • Upvoted: 15 Sep, '21 • Comments: 0
Under consideration
1 votes

Ability to Log calendar invitations as a Journal

Suggested by: Natalja Stachová (15 Sep, '21) • Upvoted: 15 Sep, '21 • Comments: 0
Under consideration
1 votes

Synchronize emails for company and contacts within company profile

Suggested by: Zeke (14 Sep, '21) • Upvoted: 14 Sep, '21 • Comments: 0
Under consideration
1 votes

Additional (industry-specific) user views/reports

Suggested by: Ernest Cory (17 Aug, '21) • Upvoted: 17 Aug, '21 • Comments: 0
Under consideration
1 votes

Link to Journal Entry from Outlook Calendar Event.

Suggested by: Randall Hatch (11 Aug, '21) • Upvoted: 11 Aug, '21 • Comments: 0
Under consideration
1 votes

Customize the Daily Task Report automated email

Suggested by: Michael Zawadiwskyi (04 Aug, '21) • Upvoted: 04 Aug, '21 • Comments: 0
Under consideration
1 votes

Fix the "Categories propagating to Activities" for Companies feature

Suggested by: Michael Zawadiwskyi (04 Aug, '21) • Upvoted: 04 Aug, '21 • Comments: 0
Under consideration
1 votes

Option to import time sheets from a file

Suggested by: Mack (30 Jun, '21) • Upvoted: 30 Jun, '21 • Comments: 0
Under consideration
1 votes

add a new WF action

Suggested by: Michael Lindekugel (08 Jun, '21) • Upvoted: 08 Jun, '21 • Comments: 0
Under consideration
1 votes

Column predefined filters

Suggested by: Alberto Zevallos (26 May, '21) • Upvoted: 26 May, '21 • Comments: 0
Under consideration
1 votes

Superior item button

Suggested by: Paolo Ravizza (19 May, '21) • Upvoted: 19 May, '21 • Comments: 0
Under consideration
1 votes

Connect with LinkedIn to pull customer images

Suggested by: Ernest Cory (11 May, '21) • Upvoted: 11 May, '21 • Comments: 0
Under consideration
1 votes

industry specific contact templates

Suggested by: Ernest Cory (25 Mar, '21) • Upvoted: 25 Mar, '21 • Comments: 0
Under consideration
1 votes

Discount for projects.

Suggested by: Martin Korsgaard (12 Mar, '21) • Upvoted: 12 Mar, '21 • Comments: 0
Under consideration
1 votes

Discount for projects.

Suggested by: Martin Korsgaard (07 Mar, '21) • Upvoted: 07 Mar, '21 • Comments: 0
Under consideration
1 votes

"Title" should not default to a drop-down

Suggested by: Joe Matthews (17 Feb, '21) • Upvoted: 17 Feb, '21 • Comments: 0
Under consideration
1 votes

Ability to amend the subject line

Suggested by: J Grant (29 Jan, '21) • Upvoted: 29 Jan, '21 • Comments: 0
Under consideration
1 votes

Notification button about changes in the DEAL

Suggested by: Tomas (28 Jan, '21) • Upvoted: 28 Jan, '21 • Comments: 0
Under consideration
1 votes

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
1 votes

Allow screenshots to be added in Journal entries

Suggested by: Moritz Reichenbach (21 Jan, '21) • Upvoted: 21 Jan, '21 • Comments: 0
Under consideration
1 votes

Quick-start tutorials/job-aids for modules/functions

Suggested by: Eric Hollowaty (20 Jan, '21) • Upvoted: 20 Jan, '21 • Comments: 0
Under consideration
1 votes

Automatically save sent emails for deals

Suggested by: Ernest Cory (14 Jan, '21) • Upvoted: 14 Jan, '21 • Comments: 0
Under consideration
1 votes

Integration with accounting system PowerOffice

Suggested by: Stein Eksveen (12 Jan, '21) • Upvoted: 12 Jan, '21 • Comments: 0
Under consideration
1 votes

Marketing List criteria

Suggested by: TImothy John Arnold (30 Nov, '20) • Upvoted: 30 Nov, '20 • Comments: 0
Under consideration
1 votes

Open Contact or Company from email

Suggested by: Chris Armes (19 Oct, '20) • Upvoted: 19 Oct, '20 • Comments: 0
Under consideration
1 votes

Link Calendars to multiple contacts w/o email address

Suggested by: Moderator (15 Oct, '20) • Upvoted: 15 Oct, '20 • Comments: 0
Under consideration
1 votes

API Integration with Speech to Text Platform

Suggested by: Moderator (20 Aug, '20) • Upvoted: 20 Aug, '20 • Comments: 0
Under consideration
1 votes

Add "Refresh List" button

Suggested by: Eliot (20 Aug, '20) • Upvoted: 20 Aug, '20 • Comments: 0
Under consideration
1 votes

Simplified New Workflow - Parent/Child Status

Suggested by: Moderator (19 Aug, '20) • Upvoted: 19 Aug, '20 • Comments: 0
Under consideration
1 votes

Use a system drop down menu across multiple fields and modules

Suggested by: Jeff Helfand (13 Aug, '20) • Upvoted: 13 Aug, '20 • Comments: 0
Under consideration
1 votes

How to change the sql data for the free version

Suggested by: Mtabsh (27 Jul, '20) • Upvoted: 27 Jul, '20 • Comments: 0
Under consideration
1 votes

Insert an image as a note

Suggested by: Luis Aguirre (21 Jul, '20) • Upvoted: 21 Jul, '20 • Comments: 0
Under consideration
1 votes

add a search option to help

Suggested by: David (17 Jul, '20) • Upvoted: 17 Jul, '20 • Comments: 0
Under consideration
1 votes

Refresh button

Suggested by: Tricia Chang (02 Jul, '20) • Upvoted: 02 Jul, '20 • Comments: 0
Under consideration
1 votes

option to link incoming and outgoing e mails to an existing e way journal from outlook

Suggested by: Sarah Nicholson (19 Jun, '20) • Upvoted: 19 Jun, '20 • Comments: 0
Under consideration
1 votes

Email Preview

Suggested by: Moderator (17 Jun, '20) • Upvoted: 17 Jun, '20 • Comments: 0
Under consideration
1 votes

Assign a task to a group, rather than to a user

Suggested by: Jan Lalinsky (15 Jun, '20) • Upvoted: 15 Jun, '20 • Comments: 0
Under consideration
1 votes

contact data

Suggested by: Michael Lindekugel (14 May, '20) • Upvoted: 14 May, '20 • Comments: 0
Under consideration
1 votes

Select "default" address in global settings - billing, physical, or other

Suggested by: Michael (05 May, '20) • Upvoted: 05 May, '20 • Comments: 0
Under consideration
1 votes

Integration with Act!

Suggested by: Jan Lalinsky (05 May, '20) • Upvoted: 05 May, '20 • Comments: 0
Under consideration
1 votes

Add a Reminder to the Sent Email

Suggested by: Jan Lalinsky (05 May, '20) • Upvoted: 05 May, '20 • Comments: 0
Under consideration
1 votes

Create Mail Campaign from Contacts/Companies/Deals, etc. modules

Suggested by: Moderator (27 Apr, '20) • Upvoted: 27 Apr, '20 • Comments: 0
Under consideration
1 votes

Link to Preferance - Show last 5 recent items, then show more to increase speed

Suggested by: Moderator (27 Apr, '20) • Upvoted: 27 Apr, '20 • Comments: 0
Under consideration
1 votes

Add "Create New Account/Log-In" button under eWay Settings

Suggested by: Moderator (27 Apr, '20) • Upvoted: 27 Apr, '20 • Comments: 0
Under consideration
1 votes

Allow export of administration settings tables

Suggested by: Michael (22 Apr, '20) • Upvoted: 22 Apr, '20 • Comments: 0
Under consideration
1 votes

Guest Integration

Suggested by: Liz (20 Mar, '20) • Upvoted: 20 Mar, '20 • Comments: 0
Under consideration
1 votes

Categories in Webacces

Suggested by: Raymond Vidot (10 Feb, '20) • Upvoted: 10 Feb, '20 • Comments: 0
Under consideration
1 votes

Assign Users to Profiles/Separate Data based on Profile

Suggested by: Greg Nakashima (07 Feb, '20) • Upvoted: 07 Feb, '20 • Comments: 0
Under consideration
1 votes

Forward tasks and reminders on email when task is due for each single task

Suggested by: Gunnar Todal (09 Jan, '20) • Upvoted: 09 Jan, '20 • Comments: 0
Under consideration

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