Our customers made these suggestions for improving eWay-CRM. Suggestions for improving eWay-CRM.
1
votes
Phone number identifications
In the contact module, you have 1. Business 2. Other 3. Business 2 areas for phone numbers. It is helpful to be able to differentiate whether a number is a work ...
Under consideration
1
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
1
votes
Hide important field warning when not visible in form
We hide certain fields based on the document type like Quote or Report Number. Both are important but only one will be displayed in the form. Can the warning that an ...
Under consideration
1
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
1
votes
when user wants to choose superior item, there is no option to add custom fields which can be import
when user wants to choose superior item, there is no option to add custom fields which can be important for search in some cases when tagging an email. I have ...
Under consideration
1
votes
Auto-populate Account Name
Please allow us to enter a new contact while in another contact & have the account name auto-populate while in that mode
Under consideration
1
votes
Update to the Win11 function of resizing windows
I organize m main screen using the new function of pre defined constellations (like 2 windows next to each other or 4 similar quadrants. this and the possibility to ...
Under consideration
1
votes
Automatically send e-mail to "Contact Person" when project stage changes
Send an update e-mail to "Contact Person" shown in a Project (outside of e-Way users organisation) when parent/child stage changes.
For example:
1 - Order ...
Under consideration
1
votes
Document already saved in eWay
Mark attachment in email if already saved into eWay-CRM. Duplicity check.
Under consideration
1
votes
1
votes
Transfer existing category from email to task while converting
In many cases emails get a category manually or automatically (outlook rules). If converting this eMail to a task, the existing category should also transferred to ...
Under consideration
1
votes
Connect an imported mail to an existing date
In the run-up to meetings, I often receive e-mails from different senders, all of which relate to an agreed meeting. It would be helpful if I could link these ...
Under consideration
1
votes
When pressing Escape, you stay on the same screen
For example, you open Companies from OUtlook, you filter the view. Press escape while in list view, pressing Escape closes the screen and takes you back to "No View" ...
Under consideration
1
votes
naming convention consistency
the software, admin center, and KB need to use the same consistent naming conventions through out referring to the same module and field. it would great to have the ...
Under consideration
1
votes
Phone showing Inbound callers name from CRM-APP
I would like to have my phone to display the callers name, when the person who is calling me, is a contact listed in the CRM android/iphone-app.
Under consideration
1
votes
include Workflows in 365 addin
"It would be helpful to see workflows in the new 365 add-in"
Under consideration
1
votes
Manage eway-functions with Outlook quicksteps
Today it is not possible to include eway-functions like "Converting to task" or "convert to project" into an outlook quickstep.
Under consideration
1
votes
subject email
automatically overtake in subject the title of the deal/project in task/email etc. in order to unify communications and saving time to copy/paste the information
Under consideration
1
votes
debug
When typing in the search area, using the letter u, I always get double u so "uu" as a result.
Very unpractical
Under consideration
1
votes
Allow Change of View to Preferred Size
I preferred v6's size, allowing more data on the screen. I already have a 32" monitor but now I need a larger one and go beyond the 1920x? resolution to make things ...
Under consideration
1
votes
Creating a company contact
Its probably just that I am new to eWay and its possible but at moment when I create a contact from an incoming email which is very often it doesnt seem to allow a ...
Under consideration
1
votes
Have a "sub-Type" Catagory
Have a "sub-Type" category in forms so you can have changes in forms from 2 type categories to further enable customization of forms. This would make customization go ...
Under consideration
1
votes
link to existing
When right clicking on an email link to existing should also be an option as not all emails will have the clients email in the sent email. IE: when sending a document ...
Under consideration
1
votes
Address Look up and autopopulate
Salesforce has a nice address quick search that it connected to all addresses to quickly find, then populate addresses of new contacts and companies.
Under consideration
1
votes
Group of Categories
Differents group of Categories for Companies, Contacts, Projects, Tasks and Calendar. The of categories star to be overwhelming long when all of them is in the same.
Under consideration
1
votes
ms bookings
would be nice to have a product similar to ms bookings. a prospect or client can click a link to a webpage to book time on my calendar.
Under consideration
1
votes
turn off journal notes synchronization to outlook notes
this related to support issue #178606. eWay synchronizes journal notes to the Outlook contact Notes field. i use google voice for my office phone. i use Outlook ...
Under consideration
1
votes
The ability to configure contacts uniqueness criteria
Currently, eWay allows to enforce contacts uniqueness, but if it is set then no two contacts with the same email can exist in eWay. We have number of contacts that ...
Under consideration
1
votes
Option to copy address between tabs
Adding a button/drop-down to automatically populate Home address from Business.
Under consideration
1
votes
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
1
votes
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
1
votes
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
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
1
votes
"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
1
votes
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
1
votes
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
1
votes
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
1
votes
Automatically save sent emails for deals
Under consideration