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 ...
Suggested by: Ed (29 Oct, '21) Upvoted: 29 Oct, '21 Comments: 0
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)
Suggested by: Allen Zaydlin (26 Oct, '21) Upvoted: 26 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

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
Suggested by: Tricia Chang (02 Jul, '20) Upvoted: 02 Jul, '20 Comments: 0
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 ...
Suggested by: Sarah Nicholson (19 Jun, '20) Upvoted: 19 Jun, '20 Comments: 0
Planned

Email Preview

Allow more than just the first line to be shown in the notes, without hovering cursor.
Suggested by: Moderator (17 Jun, '20) Upvoted: 17 Jun, '20 Comments: 0
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 ...
Suggested by: Jan Lalinsky (15 Jun, '20) Upvoted: 15 Jun, '20 Comments: 0
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.
Suggested by: Michael Lindekugel (14 May, '20) Upvoted: 14 May, '20 Comments: 0
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 ...
Suggested by: Michael (05 May, '20) Upvoted: 05 May, '20 Comments: 0
Under consideration

Integration with Act!

Please integrate eWay-CRM with Sage Act!
Suggested by: Jan Lalinsky (05 May, '20) Upvoted: 05 May, '20 Comments: 0
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 ...
Suggested by: Jan Lalinsky (05 May, '20) Upvoted: 05 May, '20 Comments: 0
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.
Suggested by: Moderator (27 Apr, '20) Upvoted: 27 Apr, '20 Comments: 0
Under consideration

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

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.
Suggested by: Moderator (27 Apr, '20) Upvoted: 27 Apr, '20 Comments: 0
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 ...
Suggested by: Michael (22 Apr, '20) Upvoted: 22 Apr, '20 Comments: 0
Under consideration

Guest Integration

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

Categories in Webacces

To be able to categorize contacts in web access - same as in OL
Suggested by: Raymond Vidot (10 Feb, '20) Upvoted: 10 Feb, '20 Comments: 0
Under consideration

Assign Users to Profiles/Separate Data based on Profile

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