Our customers made these suggestions for improving eWay-CRM Outlook Addin. Suggestions for improving eWay-CRM Outlook Addin.
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 "Older Than" filter condition for date columns.
I want to be able to set a filter where I can filter all records where Last Activity is Older Then 180 (days)
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
Refresh button
When creating new filter you load it once then the memory get stuck with with old data
Refresh button to clear the memory and loading with fresh data
Under consideration
option to link incoming and outgoing e mails to an existing e way journal from outlook
The option to convert an e mail to journal from Outlook exists but it would be useful to link replies and other related e mails to the same journal from outlook ...
Planned
Email Preview
Allow more than just the first line to be shown in the notes, without hovering cursor.
Under consideration
Assign a task to a group, rather than to a user
Sometimes, I need to assign a task to a group of people (let's say support engineers).
So far, I created a dummy user "Support" in eWay-CRM and used an email ...
Under consideration
contact data
the eway Contact module category shows up in the Outlook contact. the Outlook date of birth field data shows up in eway Contact module.
Under consideration
Select "default" address in global settings - billing, physical, or other
Many of the companies we sell to consist of a main company with a headquarters or administrative office, and many physical locations. We often have to enter a PO Box ...
Under consideration
Add a Reminder to the Sent Email
When sending an e-mail, I can fill in a field "Follow up" which automatically creates a task. I would like to fill in reminder too. Now, I am only able to set up a ...
Under consideration
Create Mail Campaign from Contacts/Companies/Deals, etc. modules
Take a predefined or selected list, right-click and have an option to create a mailing campaign for those people.
Under consideration
Link to Preferance - Show last 5 recent items, then show more to increase speed
Under consideration
Add "Create New Account/Log-In" button under eWay Settings
Allows clients with a version that is expired to create a new account without re-installing the program.
Under consideration
Allow export of administration settings tables
I would like to be able to export the list of all usernames, or the table of permissions, or the table of custom fields. It would be good enough to be able to select ...
Under consideration
Guest Integration
Under consideration
Categories in Webacces
To be able to categorize contacts in web access - same as in OL
Under consideration
Assign Users to Profiles/Separate Data based on Profile
Under consideration