Ideas for eWay-CRM as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_fi9qcrnvneltufs 2025-05-18T12:19:03Z sug_qjmmhmllmx3kefm 2026-07-03T14:45:30Z 2026-07-03T14:45:30Z sug_gyl0x70vzkiyqht 2026-06-15T14:12:25Z 2026-06-15T14:12:24Z sug_hf1errnwpjmdipt 2026-06-10T12:14:05Z 2026-06-10T12:14:05Z sug_jk2vqqdyan7crfx 2026-04-09T08:34:54Z 2026-06-08T15:04:56Z allow for a due date field to send email notifications/emails to related eWay company users for a record. we have set up due date fields and added conditional formatting to highlight in grid views but ultimately need a solution that's similar to how Outlook natively works with its tasks/reminders rather than expect staff to constantly load up eWay views to see a list of tasks due. sug_wffjo6jbuwrmg0o 2026-04-15T18:49:24Z 2026-06-08T15:04:23Z Problem: Customer extracts lists of contact data to use in a mail merge multiple times per day, they are recruiters and their contacts are job seekers. Available filters are not sufficient to narrow the list of contacts down to only the people they want, or close to it. Requested solution: Customer asked for the ability to multi-select records from the Contacts list, then right click and have the option in the context menu to export only the selected records to an Excel sheet. Currently you can only export all records that appear in the viewing grid. Desktop eWay has an option to multi-select and then send an email to selected contacts through the context menu, navigation would be equivalent to that. Industry: Recruiting Impact: Saved time, speeds up movement of data to customer's chosen bulk email tool. Function would likely make sense in Deals as well. sug_gayeipu91iemmek 2026-04-30T15:47:42Z 2026-06-08T15:03:42Z We would like to filter contacts based on the deals and journals connected to those contacts. it's important to identify what deals we have been working on with those contacts. sug_0zqyikk4tftdwbi 2026-05-19T17:50:42Z 2026-06-08T15:03:20Z I want to be able to send a follow up email attached to a deal from e-way using my templates saved in outlook. For e-way desktop and classic outlook sug_fk079uavoav4zwk 2026-06-01T09:48:01Z 2026-06-08T14:49:11Z At the moment there is only a "Add New xxx" in the List views inside a Element; I suggest to add (or replace it with) a "Link to..."-Element. sug_ebytrjbzgvkul2g 2026-05-19T13:08:29Z 2026-07-09T21:40:45Z no ability to locate a contact and simply right click or highlight the email address from the Contacts grid view to copy. allow 'Copy' or 'Copy Value' to be an option from the right-click menu sug_0tezrvlxm2mmsvu 2026-04-09T08:24:52Z 2026-06-08T14:48:39Z make it simple to update ownership of records - at the moment it can only be done by admin via Excel export/import on desktop app...would be great to be able to update owndership as admin/power user simply within the record itself. sug_4fwwqoadhcyogyx 2026-06-02T23:34:19Z 2026-06-08T14:47:57Z It would be nice to link eway to my icloud contacts that are in outlook desktop. I was really excited to use Eway but it doesn't appear to sync with my icloud contacts in outlook only the main outlook contacts. for that reason I dont think I will purchase the program. sug_gjzifjg8f3o7z67 2026-05-22T17:01:55Z 2026-06-08T14:47:49Z sug_fmbenm4lj7dbzv6 2026-06-05T19:14:02Z 2026-06-08T14:47:46Z When duplicating a contact, please do not let phone numbers that are private to the contact that was copied be duplicated. The mobile number, the home number, the direct office numbers should not be duplicated I have duplicated a contact and weeks later called the wrong number because it had been duplicated. sug_mbot5ume4dtjfub 2026-06-06T10:27:26Z 2026-06-08T14:46:32Z We have many recurring projects where the tasks are substantially the same- training courses - but it is extremely labour-intensive to enter each task manually into EWAY-CRM. The ability to import/export would enable these tasks to be completed much more quickly. sug_idmevsshzocsutl 2026-06-03T06:45:49Z 2026-06-03T06:45:49Z sug_2d7m4n69jrzaeyh 2026-06-01T08:02:12Z 2026-06-01T08:02:11Z sug_34igeskqiy4jshe 2026-05-15T08:58:40Z 2026-05-15T08:58:39Z sug_9j9ezohdvjmcunr 2026-05-13T08:21:57Z 2026-05-13T08:21:56Z Currently the "Check for duplicates by" feature is based on ID/VAT number only. sug_x0rqii6cgn2vhng 2026-04-14T06:17:24Z 2026-04-14T06:17:24Z sug_af6xfgg7w47quma 2026-03-30T09:16:58Z 2026-03-30T09:16:58Z sug_t7is1urv2tve3lc 2026-03-30T09:09:40Z 2026-03-30T09:09:39Z sug_1ktltonm15vjhpt 2026-03-27T07:15:20Z 2026-03-27T07:15:20Z sug_iqgsdnraktenxtq 2026-02-18T10:30:30Z 2026-03-04T09:48:29Z In the HUB view, the date/time format currently depends on whether an event is recent or from a more distant past. Recently past events (excluding today) are displayed in a format such as “Tue 3:40 PM” or “Fri 5:05 AM,” which makes it unclear whether the event occurred this week or the previous week. I suggest unifying the format and using the same full date format that is applied to older events, for example: “30.12.2025” “30.12.2025 5:05 AM” This would improve clarity and eliminate ambiguity regarding the exact date of recent events. sug_ib63svg2gldmu3z 2026-02-18T15:10:50Z 2026-03-04T09:46:45Z can you enable an email and a flag on the e-way screen when there is an update available? E-way causes crashes and more often freezes and there may or may not have been an update to fix it. Right now you have to stop what you are doing to go to the admin center and that’s where you can see if there’s an update. Can e-way please send an email notifying users that an update is available. Is there another way to automate installation without having to do it twice – once on-line and once on your desktop? Thanks! sug_pnrcvipy9c4bxdb 2025-12-22T08:55:40Z 2026-03-04T09:46:17Z Our projects require ongoing maintenance, including customer visits and part replacements. However, I think this feature could benefit everyone. It would appear on the 'Project' tab page and show a progress bar for regularly required actions. This would allow users to see at a glance what is needed when they open a project. Users could fill in the fields when the work is completed and enter the time period in the Journal. There could also be an option to add a progress bar to the main project page. Thanks for considering this — it would be really nice to have it. sug_dzq3qsuhs1hf9gv 2026-02-17T12:52:56Z 2026-03-04T09:45:56Z make two fields in note of task: 1st field date & time - automatically start when clicked on 2nd field comments to write down AND ENABLE THAT LAST NOT WILL BE ON TOP OF NOTE IN STEAD OF SCROLLING DWON FOR MOST RECENT NOTE sug_ro4wuc5bmbycppm 2026-01-29T09:54:32Z 2026-03-04T09:42:42Z Native language is available on the desktop version but not online, which people feel is more user friendly. We have country managers who are using the platform from around Europe and would benefit from having native language options for the eWay-CRM online version. Even the online version allowing for local browser translation rather than being embedded would be better. sug_euuh8ykpjz45h4d 2026-02-12T10:49:29Z 2026-03-04T09:42:38Z Unfortunately, the products currently only have a manual ID, which leads to errors. Likewise, the contacts have no ID other than the long alphanumeric numbers assigned by Microsoft. sug_b1zcl7nwar1ecao 2025-12-10T08:32:01Z 2026-03-04T09:41:36Z Some of our customers using more then one email adrres - i cant add emails to one contact to keep them in one place. sug_snzjmm9iadvamik 2026-02-18T15:14:02Z 2026-03-04T09:40:57Z I dont want e-way accidentally deleting or modifying contacts in Outlook. There's no option to prevent that by having synch only one way. Can you please enable one-way synch from outlook to e-way sug_rp2pyaq7azdo8jy 2026-02-18T16:01:12Z 2026-03-04T09:40:42Z hope eway online a.s.a.p. in german! sug_oxgxtsyorfckhzt 2026-01-23T12:20:32Z 2026-01-23T12:20:31Z sug_3jktnqux4ijsc6z 2026-01-23T12:18:40Z 2026-01-23T12:18:40Z sug_kcmkpinnoupwvyy 2026-01-20T11:47:12Z 2026-01-20T11:47:12Z sug_t0dozqrfi61k5q9 2025-12-02T12:46:19Z 2025-12-02T12:46:18Z sug_fyq5zvjbegozck7 2025-11-24T10:25:50Z 2025-11-24T10:25:49Z sug_u6aftxvekbpm81m 2025-11-24T10:24:09Z 2025-11-24T10:24:08Z sug_jvqbeagzre5udfl 2025-11-24T10:18:22Z 2026-06-08T15:02:36Z sug_nss3vn6itxszicw 2025-11-14T12:56:11Z 2025-11-14T12:56:11Z Same as I can convert an email in outlook to a deal, contact etc. I would have an option to convert it to a time-sheet. sug_ds9jpoorarhkvja 2025-11-14T12:24:01Z 2025-11-18T09:46:28Z at the moment the pop-up window from New Outlook is square and not able to maximise to fit a widescreen sug_tzfb0bigyezi26z 2025-11-14T12:22:26Z 2025-11-18T09:46:38Z allow for similar compact view as available on lists/tables for record entries/forms across modules sug_4p3xpfjzhneodfd 2025-11-11T22:41:12Z 2025-11-13T18:37:49Z Add a button that lets you generate a PDF quote/email PDF quote sug_nhbpbygdvgapy3r 2025-10-23T15:40:05Z 2025-10-23T15:41:28Z History Tab is missing in eWay-CRM Online. And it is a very useful feature. sug_f4dsdemvzfxchzo 2025-10-15T14:17:31Z 2025-10-15T14:17:31Z sug_4pnhgdib4zfdv1n 2025-10-14T23:35:03Z 2025-10-14T23:35:03Z sug_n9ow88aveawe37y 2025-09-26T14:50:31Z 2025-11-13T18:37:56Z simple filter to keep track of my personal suggestions (should include if it's merged with another similar one). at the moment it's difficult to find latest updates on mine or up-voted suggestions by others. sug_odi08t3tcphxl2r 2025-09-22T13:27:52Z 2025-11-13T18:38:05Z Hey folks, I’m looking to add a new feature to CRM. What we need: We want the ability to assign a specific Product to a specific Customer, so that: When opening a Customer profile, we only see the products assigned to that customer. Not all products from the global product list are shown – just the ones linked to that client. This would help us build a simple "sold equipment" or "installed base" view per customer. Why it matters: Some products in our system are physical machines/devices sold to clients, and we’d like to use this as a kind of internal reference for support and service tracking. sug_7aiywys62xt4x4r 2025-09-12T11:43:08Z 2025-09-12T11:43:07Z One-stop place to find / review all users' activities (emails, journals, tasks, documents) INCLUDING changes of key attributes of contacts, companies, deals and projects. For example: 10:30 John updated the deal ABC Estimated end to 30.9.2025. 10:35 Bill created a project DEF for Clark Store LLC worth 10.000 USD. 11:20 Sarah updated the deal Bolton and Bell to the Proposal stage. sug_raznuyrldk6jmt2 2025-08-22T09:27:05Z 2025-11-13T18:38:26Z Similarly to the Desktop version where when I open an item from the list it opens in a new window. In the browser it would open in a new tab. This could be an optional feature based on user setting. sug_kz5e11drwstsw0i 2025-08-20T20:34:51Z 2025-09-05T08:40:12Z I use the Admin Application on my desktop quite often to build automated workflows and it drives me nuts that it times out and will log me out if I am inactive for X amount of time. I usually bounce back and forth between the application and other programs when I am building workflows as I plan and edit them in Excel before plugging everything into eWay. Once I login into the application, I should remained logged in until I close the application or manually log out. It's not a huge deal, but it does sometimes kill productivity because I will be thinking of something I need to edit, review, etc. in eWay and when I go back to the Admin Application window it prompts me to log back in and then I have to start over. It's just very disruptive and frustrating when you have a train of thought and it gets derailed for something that's so unnecessary.