Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
150
votes
Integration with the Outlook calendar (for eWay-CRM Online)
Including converting meetings into journals in eWay-CRM.
Pinned
Under consideration
135
votes
Online: Marketing (bulk email)
Please implement the module Marketing Campaigns.
Pinned
Under consideration
110
votes
Duplicity Merge
From time to time, I need to select two contacts and merge them as I made a mistake and I have a duplicate.
Pinned
Under consideration
103
votes
Online: Custom fields (possibly with a form designer)
Pinned
Under consideration
77
votes
Synchronize Tasks between eWay/Outlook (possibly into Outlook 365 calendar)
Currently, if you have a list of tasks without a superior item selected they will not show up in eWay. In the settings, there should be an option to allow tasks to ...
Pinned
Under consideration
51
votes
Online: Import from Excel
Pinned
Under consideration
133
votes
Define my own Word / PDF templates / edit the existing ones
eWay-CRM can export data into predefined Word templates. Please add some kind of designer so that we can create our own ones or modify the predefined ones.
Under consideration
101
votes
OneDrive as desitination for filing documents
Option to save files to OneDrive for Business / SharePoint instead of SQL Database
Under consideration
88
votes
Change the field name
eWay-CRM comes up with a set of predefined fields for every records. Contacts contain First Name, Last Name, etc.
From time to time, I want to change a name of the ...
Under consideration
79
votes
Gantt chart
My company works with projects and tasks. We are missing one single view on all projects, their tasks, statuses, etc.
Microsoft Project has something that's called ...
Under consideration
69
votes
57
votes
54
votes
Change the name of modules
I would like to be able to rename the module names. In our industry, we don't call matters as "Projects" but "Cases". Other customers might want to change other ...
Under consideration
54
votes
Different offices / addresses / branches
eWay-CRM is missing a clear way how to track more addresses / offices / branches for the same company.
We work in facility management industry. We manage different ...
Under consideration
47
votes
Synchronize address between contacts and companies
If I change an address on a company, I want it to be automatically propagated to all contacts that belong to the company.
The same should work vice versa. If I ...
Under consideration
44
votes
Bulk Changes
I want to be able to change a field value for all of my companies. In my case, I made a custom field and I want to set the initial values up. But I remember we wanted ...
Under consideration
44
votes
Integration with QuickBooks Desktop
The ability to integrate with QuickBooks Desktop would be a huge bonus with eWay. QB Online is great, but it requires yet another subscription that most small ...
Under consideration
39
votes
OCR card reader integration
We would like to see a feature that allows for the integration of an OCR text scanner. It should allow us to scan the information on business cards directly into ...
Under consideration
39
votes
Integration with MailChimp
Your Professional Emails are great. But we are used to MailChimp in our organization. Can you make an integration with that as well?
Under consideration
36
votes
"Folders" to manage documents
Ability to separate documents into folders - contracts, proposals, building plans, lists, photos, etc.
Similar to Windows folders
Under consideration
34
votes
To be able to restore a deleted Item
When deleting an Item (- a contact, Company, Email or Journal) by mistake.
To store the deleted Item in a bin and be able to restore the Item from the Administration
Under consideration
34
votes
Drip Campaigns
Easier set-up. Use the Mail Merge with any template's you'd like, import them with the set dynamic/auto-fill fields and have it where in the workflow of a marketing ...
Under consideration
32
votes
Integration into Teams
Lot of other people, we are now working with MS Teams & Planner at the home office. Maybe eWay-CRM could be integrated into Teams
Planned
28
votes
Bookkeeping - Timesheets and Relationships
The ability to insert timesheets into bookkeeping records would be amazing! For companies that sell services and invoice for hours spent on a project this feature ...
Under consideration
28
votes
Integration with LinkedIn Sales Navigator
Can you please integrate eWay-CRM with LinkedIn Sales Navigator?
Under consideration
28
votes
Custom field - Query
I want to be able to create a custom field that would be automatically calculated of other values. You wrote me a trigger, nice. But I want to do such things by myself.
Under consideration
28
votes
Ability to Assign Multiple Users to a Task
The ability to assign a task to multiple users would be a great feature. We often have tasks that can be completed by more than one person and it would be nice to ...
Under consideration
27
votes
Tracking timer
A timer that can be activated when working on a project or task and automatically create a time sheet
Under consideration
26
votes
eWay-CRM Online: Add New item in seperate popup window
When adding a new journal or task, it is very difficult to work when my deal/contact/etc is covered by the new item.
Under consideration
25
votes
Online: Convert Outlook calendar events to timesheets
Under consideration
24
votes
Integration with WhatsApp or other chatting apps
It would be nice to see WhatsApp chats or other apps chats in eWay-CRM HUB.
Under consideration
24
votes
Allow Mail Merge to populate an existing Word Template
Under consideration
23
votes
Ability to Convert Custom Fields Type
It would be great to be able to edit not just the Custom Fields Name and Description, but also the Type. I sometimes create a field in the wrong type and it would be ...
Under consideration
21
votes
Upgrade Android App
The Eway Android App is only good for adding a journal or a quick deal or something. The filters are useless - I still see tasks that were completed or not relevant. ...
Under consideration
20
votes
Workflow automation for emails
When changing workflow status, eWay-CRM is to send out automatic emails to potential customers or current business partners. This is including prepopulated fields in ...
Under consideration
19
votes
Spell check
It would be just SO GOOD if the software could call the default Spellchecker module of Outlook - I imagine this is relatively easy code, why hasn't it been done?
Under consideration
19
votes
contact search in outlook
a search field for contacts and companies like its integrated in outlook (search for persons). In outlook the person search can be attached as a pop-up. but it's ony ...
Under consideration
19
votes
Separate "Journal" for Marketing Module
Right now, every time I send a Marketing email the system automatically creates multiple journal entries for every intended recipient, which is great for keeping on ...
Under consideration
18
votes
Auto phone number formatting
(123) 555-5555 - US & CAN
+44 7911 123456 - UK
+49 30 11111 - Germany
(02) 9876 5432 - Australia
Planned
18
votes
Web Access - Delete multiple items
This seems like a basic function. Please add option to select multiple items and delete them, in the same way it now works in Desktop addin.
Planned
18
votes
Integration with Microsoft Project (directly or via SharePoint Online list)
Often larger projects or programmes have to be properly structured in a more sophisticated professional scheduling software such as MS Project. Once all the major ...
Under consideration
17
votes
Manually backup eWay-CRM database
An administration settings is missing a module for manually backing up eWay-CRM database.
Under consideration
17
votes
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 ...
Under consideration
17
votes
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 ...
Under consideration
16
votes
Kanban views for eWay Desktop
I love the Kanban views that are now available on eWay Online, but would really love to have them available on the desktop version.
Under consideration
16
votes
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
16
votes
Track if Email was opened
See if sent email was opened by recipient without the notification required by Outlook's read receipt.
Under consideration
16
votes
Automatically link email replies with Professional Marketing Campaign
If I send a bulk email using Professional Emails and somebody replies me, I want the reply to be automatically linked with the marketing campaign.
Under consideration
15
votes
Create a new timesheet just by entering the number of hours spent
Now, if I want to create a new timesheet, I have to enter start and end time. I would like to enter just the number of hours spent.
Under consideration
15
votes
Integration of www.xero.com It is an accounting package
Now used hugely in the uk and is push out sage as it works from the cloud.
Under consideration