Suggestions for improving eWay-CRM.

2 votes

Add a contact to a project when sending an email

If I send an email to someone and post to project when sent, then give me option to add that contact to the project
Suggested by: David Bell (21 Jan, '19) Upvoted: 06 Jul Comments: 0
Under consideration
2 votes

Integration with Amazon Simple Email Service (Amazon SES)

(ID 31198)
Suggested by: Moderator (02 Jan, '19) Upvoted: 03 Jan, '19 Comments: 0
Under consideration
2 votes

Remove drop-down menu value

If I select a value for company priority (or any other drop-down menu) and I want to remove it, I have to use Ctrl+Del. I always forgot the shortcut. Could you add a ...
Suggested by: Jan Lalinsky (31 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Done
2 votes

Automatically deactivate the filter

If I filter some companies, leave the module and return, the filter is still active. I want to start from the scratch.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Under consideration
2 votes

Contact Categorization dialog

Now, the categories are represented as columns. Can they be represented as rows?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 06 Nov, '18 Comments: 0
Under consideration
2 votes

Tabs in Calendar

All eWay-CRM modules have tabs. Why didn't you put it onto the calendar dialog as well?
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Under consideration
2 votes

Heatmap in Professional Emails

I want to see the click-map (heatmap) of my professional email.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 31 Oct, '18 Comments: 0
Done
2 votes

Automatically link contacts with a task

If I create a task under a company, can you please automatically link all company contacts, journals, emails etc with that task? If I open the task later, I have ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 19 Jun, '20 Comments: 0
Done
2 votes

Rename Column Permissions to Field Permissions

It would make more sense.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 05 May, '20 Comments: 0
Done
2 votes

Gender in Professional Emails

I track gender by contacts so that I can address them better (in my language, we use different title for men and for women). Can Professional Emails work with my ...
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 05 Apr, '19 Comments: 0
Under consideration
2 votes

Automatically save calendar invitations

If I receive a calendar invitation from one of my contacts, I want it to be automatically saved into eWay-CRM and related to all relevant items.
Suggested by: Jan Lalinsky (30 Oct, '18) Upvoted: 14 Dec, '20 Comments: 0
Under consideration
1 votes

Fix the issue with Mobile phone app not automatically recording Journal enteries as it used to

Apparently, security updates on Android and OS forced this to stop working. (Please also make a Windows tablet version of the mobile phone app.)
Suggested by: Amir (18 Nov, '19) Upvoted: 18 Nov, '19 Comments: 2
Not planned
1 votes

New Contact Outlook Ribbon Shortcut

Pls add an Outlook ribbon shortcut to add new contacts. This will save a lot of time by locating that shortcut at the top of the Outlook ribbon and creating new ...
Suggested by: Fernando Portes (01 Jul, '19) Upvoted: 01 Jul, '19 Comments: 2
Done
1 votes

sort new contacts by recently added

Add a sort feature in Contacts for "recently added". After adding contacts from Outlook, the next logical step is to link the contact to an existing Company name. ...
Suggested by: Pat Larsen (22 Apr) Upvoted: 22 Apr Comments: 1
Done
1 votes

Keep Estimated Close date when closing and add actual close date field

I work in the events industry. I use Estimated Close Date as their event date. If I close a lost sale (or a gained sale), it assigns it the current date. This makes ...
Suggested by: Jeff Helfand (28 Mar) Upvoted: 28 Mar Comments: 1
Done
1 votes

Notes

A Clear area to add meeting notes that the team can view.
Suggested by: Zachary (25 Jan) Upvoted: 25 Jan Comments: 1
Done
1 votes

Tlačítko u IČ umožňující automatické nahrání informací z ARESu do pole Společnost

Suggested by: Aneta Andrle (20 Nov, '22) Upvoted: 20 Nov, '22 Comments: 1
Done
1 votes

Contact Preview window in the right side of the screen

when we click a contact or company we would like to see details of the company or contact, just like Microsoft outlook.
Suggested by: Ravi (06 Nov, '22) Upvoted: 06 Nov, '22 Comments: 1
Planned
1 votes

Automatically transfer company phone to a contact

If I create a new contact and select a company, eWay-CRM currently fills in the address and website based on the company data. I need to fill in the phone numbers ...
Suggested by: Jan Lalinsky (26 Aug, '22) Upvoted: 26 Aug, '22 Comments: 1
Done
1 votes

inventory

A way to track inventory and have eway take it out when you us it
Suggested by: CMartin (13 Apr, '22) Upvoted: 13 Apr, '22 Comments: 1
Done
1 votes

Ability to edit font

Allow Highlighting, Bold, Strike Thru within cells
Suggested by: John (21 Jan, '22) Upvoted: 21 Jan, '22 Comments: 1
Done
1 votes

hyperlink

enable hyperlink in task/deal/project to local data on PC
Suggested by: Erik Slobben (21 Dec, '21) Upvoted: 21 Dec, '21 Comments: 1
Done
1 votes

Proposal / Quote generation

Using client details and contact info generate a proposal/quote in eWay-CRM
Suggested by: John Horsfall (02 Dec, '21) Upvoted: 02 Dec, '21 Comments: 1
Done
1 votes

Add something to edit pdf documents and send for signature. ie; docusign but something better to als

Suggested by: neil slominski (23 Nov, '21) Upvoted: 23 Nov, '21 Comments: 1
Done
1 votes

Add: Convert email to an appointment in calendar

To day we have the features of convert an email to task. I would also love to could convert it to an appointment in the calendar.
Suggested by: Geir Gjelten (29 Oct, '21) Upvoted: 29 Oct, '21 Comments: 1
Not planned
1 votes

Dark screen / High Contrast Mode

A lot of programs are adopting dark backgrounds with high contrast text and lines. It eases eye strain, and I suspect saves battery life on mobile devices. Most ...
Suggested by: Al Hawkins (16 Feb, '21) Upvoted: 16 Feb, '21 Comments: 1
Done
1 votes

Color Code the Modules - header

All the module tables look alike. I can't always tell what I'm looking at right away. It would be helpful to have a different look or color for ...
Suggested by: Mike Z (10 Feb, '21) Upvoted: 10 Feb, '21 Comments: 1
Done
1 votes

VIEW

Is there a way to increase the SIZE of the small view - for a laptop?
Suggested by: Kevin McNulty (08 Feb, '21) Upvoted: 08 Feb, '21 Comments: 1
Done
1 votes

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: 1
Done
1 votes

Automatically Generate a Journal Entry When Initiating a Phone Call from eWay

. I frequently initiate a phone call from the eWay database. It would be great if this would automatically pull up a time/date stamped journal entry. This could then ...
Suggested by: Tracy Hertel (11 Dec, '20) Upvoted: 11 Dec, '20 Comments: 1
Done
1 votes

Open Contact or Company from email

Would be really nice if you could quickly open a contact or company from an email you just received from that contact or company. Maybe just right click and have open ...
Suggested by: Chris Armes (19 Oct, '20) Upvoted: 19 Oct, '20 Comments: 1
Done
1 votes

Please add a department field in the contacts basic info. sheet/screen

Please add a department field to the Contact sheet "Basic Info." Just below the "company line" and above the "Job Title" field it will help with sorting contacts in ...
Suggested by: Joe Vick (05 Oct, '20) Upvoted: 05 Oct, '20 Comments: 1
Done
1 votes

Alphabet sorting for Custom Fields value list

When I add new values to the list of values of the custom field i added, I need to manually move each value up and down to manually sort the list which will be ...
Suggested by: Allen Zaydlin (17 Sep, '20) Upvoted: 17 Sep, '20 Comments: 1
Done
1 votes

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: 1
Done
1 votes

Drag and drop a selection of e-mails from mailbox to a deal or a project

To attach mails to a deal or project these have to be selected and assigned one by one manually. It would be most efficient if this could be done with a selection of ...
Suggested by: GJB (27 May, '20) Upvoted: 27 May, '20 Comments: 1
Done
1 votes

Tag emails saved in E-Way

We are using a document management system and we find very useful the feature that whenrver we save a file from Outlook to the document repository, that email is ...
Suggested by: Markos Brotzakis (19 May, '20) Upvoted: 19 May, '20 Comments: 1
Done
1 votes

Make Header text more visible

A lot of the headers look the same - Deal, Project, Contact, etc. It would be helpful to make it bigger or more prominent so that it catches your eye faster.
Suggested by: Moderator (01 May, '20) Upvoted: 01 May, '20 Comments: 1
Done
1 votes

Allow "Link to" on items in HUB

Right click option or drag and drop
Suggested by: Moderator (27 Apr, '20) Upvoted: 27 Apr, '20 Comments: 1
Done
1 votes

Ability to change deal status terms

I am experimenting to see if we can use eWay in our college recruiting. I'd like the deal statuses to be Inquiry, Application, Offer, Accepted, Not Accepted (maybe ...
Suggested by: Jim Stikeleather (19 Apr, '20) Upvoted: 19 Apr, '20 Comments: 1
Done
1 votes

Link to Options

Drag and Drop to other Hub or Tab Right-click (on entry) -> Link to ...
Suggested by: Greg Nakashima (12 Mar, '20) Upvoted: 12 Mar, '20 Comments: 1
Done
1 votes

Modules Permissions Dependencies in Admin

Managing the permissions has turned into a nightmare. There is no way to determine the dependency for managing user permissions via groups. There has to be a better ...
Suggested by: Bill Dana (26 Feb, '20) Upvoted: 26 Feb, '20 Comments: 1
Under consideration
1 votes

Re-assign Owners/Users in bulk

When a member of the staff leaves and their contacts/account need to be given to a new rep, if would be helpful to have an option to reassign the ownership to their ...
Suggested by: Greg Nakashima (28 Nov, '19) Upvoted: 28 Nov, '19 Comments: 1
Done
1 votes

Move back a stage in projects

In Projects: If I accidentally click forward to a stage that has not been achieved, I would like to be able to change it back, even if I have saved it. I'm the Admin ...
Suggested by: Deborah L. Schuster (06 Oct, '19) Upvoted: 06 Oct, '19 Comments: 1
Not planned
1 votes

Automatic Refresh When New Records Are Added to the Contacts Module

When I open the Contacts Module and screen for company XXX and I add new contacts under that company, those new records/contacts are not automatically shown after ...
Suggested by: Fernando Portes (03 Sep, '19) Upvoted: 03 Sep, '19 Comments: 1
Done
1 votes

Superior Item - Linked contacts in Deals

Right now, emails only show people directly assigned to deals or projects. Create an option to include people who are also tagged/linked to those deals and projects
Suggested by: Greg Nakashima (19 Aug, '19) Upvoted: 19 Aug, '19 Comments: 1
Done
1 votes

Designation for companies

under companies, designation for customer, supplier or other.
Suggested by: MIKE JACQUES (24 Jul, '19) Upvoted: 24 Jul, '19 Comments: 1
Done
1 votes

eWay tab in email messages to open associated modules

To be able to open a deal, contact or company directly from a sent or received email without having to manually find the relevant record.
Suggested by: Antony Walsh (28 Jun, '19) Upvoted: 28 Jun, '19 Comments: 1
Done
1 votes

Email tracking as standard without using a marketing campaign.

Email tracking is available with other CRM's. There could be a general option to track with emails/modules associated with email addresses or a check box when the ...
Suggested by: Antony Walsh (28 Jun, '19) Upvoted: 28 Jun, '19 Comments: 1
Done
1 votes

ATTACH EMAILS

Attach email directly from outlook emails
Suggested by: GEORGIOS SKLIAS (25 Jun, '19) Upvoted: 25 Jun, '19 Comments: 1
Done
1 votes

Add column in product import template for quantity on hand

Suggested by: Willem (10 Jun, '19) Upvoted: 10 Jun, '19 Comments: 1
Done