Feedback portal

Suggestions for improving eWay-CRM Mobile.

23 votes

Scan a business card

I would love to be able to scan / make a photo of a business card and eWay-CRM Mobile would automatically create a new contact.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 14 Mar, '22 • Comments: 3
Under consideration
20 votes

Calendar - New module

I am missing the ability to create a meeting and attach it to a customer, projects, etc.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 09 Jun, '22 • Comments: 4
Under consideration
14 votes

Show customers on map

I would like to see my location on a map and my customers that are around me.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 23 Nov, '22 • Comments: 2
Under consideration
9 votes

Ability to fill in timesheets

It would be useful to be able to fill my timesheet right in the mobile app.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 15 Jul, '22 • Comments: 1
Under consideration
8 votes

Emails - Replies & Attachments

eWay-CRM Mobile can show emails. But in plaintext only. No formatting, no attachments. I would love to see the whole email and be able to answer it, forward it, etc.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 30 Sep, '19 • Comments: 2
Under consideration
8 votes

Timer to track time in mobile app

timer in app to record time onsite with each customer
Suggested by: Ernest Cory (29 Jan, '21) • Upvoted: 10 Oct, '22 • Comments: 1
Under consideration
5 votes

Save database on an SD card

eWay-CRM Mobile database is sometimes quite large. It would be great to have an option to move it on an SD card.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 15 Oct, '19 • Comments: 1
Under consideration
4 votes

Password, fingerprint protection

I would like to protect eWay-CRM Mobile with an additional PIN, password, swipe, fingerprint, face recognition, etc.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 07 Jul, '22 • Comments: 1
Under consideration
4 votes

Copy a text

If I open a particular item, sometimes I want to copy a note or just part of it. The feature is missing.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 17 May, '19 • Comments: 0
Done
4 votes

Ability to create an invoice / quotation

eWay-CRM Mobile should have the module Bookkeeping records so that I can send an order / invoice / business proposal right from the field.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 04 May, '19 • Comments: 0
Under consideration
3 votes

Deal status column in mobile app

It would be great to see the status of the Deals listed in the mobile app without opening each Deal.
Suggested by: Brody Maag (01 Apr, '19) • Upvoted: 01 Mar, '22 • Comments: 2
Under consideration
3 votes

Automatically create a journal from all phone calls.

Sometimes when having one phone call after another I cannot use the feature Create journal from the last phone call (Android version of the mobile app). I suggest to ...
Suggested by: Moderator (26 Nov, '18) • Upvoted: 11 Jun, '20 • Comments: 2
Not planned
3 votes

Bookkeeping module, at least read only

I would love to be able to see all of the invoices, their status, items, etc.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 14 Apr, '19 • Comments: 1
Under consideration
3 votes

Reorder or hide fields in mobile app

It does not seem possible to reorder the fields in the app, eg. In the contact view, to hide unimportant fields and to place fields often used at the top of the view.
Suggested by: Paul Naudé (02 Sep, '22) • Upvoted: 12 Dec, '22 • Comments: 0
Under consideration
3 votes

Text Message Caller ID

The mobile app seems to have the phone caller ID thing solved but nothing for Text message ID
Suggested by: Bill Dana (28 Jan, '20) • Upvoted: 01 Sep, '20 • Comments: 0
Under consideration
3 votes

Save an email to eWay-CRM Mobile

Can an email module be added to eWay-CRM mobile to allow automatic tracking? I often catch up on answering emails while travelling and the phone is often the most ...
Suggested by: Ben Tam (05 Dec, '18) • Upvoted: 11 Jun, '19 • Comments: 0
Under consideration
3 votes

Quick view on projects / deals / contacts ...

If I open a module (e.g. projects), I can see some data. How about to add an alternative view like Microsoft Planner has? In there, I can quickly see all the upcoming ...
Suggested by: Jan Lalinsky (30 Oct, '18) • Upvoted: 01 Nov, '18 • Comments: 0
Under consideration
3 votes

Today screen

It would be great to have one list with everything I have to do. Tasks, meetings, calls, ...
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 15 Jul, '22 • Comments: 0
Under consideration
2 votes

Last Activity when receiving a Call

Post a small notification while the phone is ringing, with the Title of the last activity - ie: journal or email - with two lines of text, so you know what the last ...
Suggested by: Greg Nakashima (17 May, '19) • Upvoted: 20 May, '19 • Comments: 1
Under consideration
2 votes

Send a contact as vCard

I am missing the ability to send my business contact to somebody else - e.g. as vCard.
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 03 Jan, '19 • Comments: 1
Under consideration
2 votes

Quick Journal right from the notification (Android)

If I finish a phone call with somebody in my CRM contact list, a notification pops up asking me if I want to create a new Journal. WhatsApp provides the ability to ...
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 06 Nov, '18 • Comments: 1
Not planned
2 votes

add to calander on iphone

when setting up appointment on desktop, this information should sync automatically to the phone as well.
Suggested by: Ariel D'Alessandro (23 Jun, '20) • Upvoted: 01 Mar, '22 • Comments: 0
Under consideration
2 votes

By postcode

List contacts by postcode with totals
Suggested by: Colin Briant (05 Jun, '19) • Upvoted: 31 Oct, '22 • Comments: 0
Under consideration
2 votes

Save several images into eWay-CRM Mobile at once

When sharing just one file, eWay-CRM Mobile is in the list of available apps. Not in case when I select several images at once.
Suggested by: Moderator (17 Feb, '19) • Upvoted: 12 Dec, '19 • Comments: 0
Under consideration
2 votes

Show only the contacts from selected company

If I create a new journal and choose a company, in the field Contact Person, show me only the contacts from the company.
Suggested by: Jan Lalinsky (09 Nov, '18) • Upvoted: 11 Jun, '19 • Comments: 0
Under consideration
2 votes

Favorites and Last Used

I would like to mark items I work with the most as Favorite. Then, an item in the mobile app menu would display them to me quickly. It would save time when searching ...
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 25 Feb, '19 • Comments: 0
Under consideration
2 votes

HUB - New item in menu

I love eWay-CRM HUB. I can see all the activities my staff reported within the past couple of days. I am missing the feature in the mobile app so that I can keep an ...
Suggested by: Jan Lalinsky (27 Oct, '18) • Upvoted: 03 Jan, '19 • Comments: 0
Under consideration
1 votes

View journals on mobile platforms

I thought I saw that capability a while ago. Why was it removed?
Suggested by: Jose (31 Oct, '20) • Upvoted: 31 Oct, '20 • Comments: 2
Done
1 votes

Dark Mode for App

Everything looks better in Dark Mode.
Suggested by: Bailey Killian (21 Nov, '22) • Upvoted: 21 Nov, '22 • Comments: 1
Under consideration
1 votes

Task Menu

Show tasks just in progress
Suggested by: Jamie (07 Apr, '22) • Upvoted: 07 Apr, '22 • Comments: 1
Done
1 votes

Instant notification for task

Add a feature that would allow notification sent to the solver
Suggested by: Sabrina downing (14 Mar, '22) • Upvoted: 14 Mar, '22 • Comments: 1
Done
1 votes

Journal

Ability to have access to Journal entries in IOS version of eWay- CRM. They are available in desktop version however not in IOS version.
Suggested by: Allan Jones (08 Jan, '20) • Upvoted: 08 Jan, '20 • Comments: 1
Done
1 votes

2FA option. When installing on a new device.

Suggested by: Robert Strain (12 Dec, '22) • Upvoted: 12 Dec, '22 • Comments: 0
Under consideration
1 votes

iPhone contact sync

Kindly add contacts sync with iphone
Suggested by: Ravi V Pethaperumaal (04 Dec, '22) • Upvoted: 04 Dec, '22 • Comments: 0
Under consideration
1 votes

Pre-Defined Masking Options

I attempted to follow the steps to Edit mask. Failed and created a break in the app. Perhaps my RegEx was wrong. Thus, if there were some pre-defined Masks one ...
Suggested by: Eric M. (12 Sep, '21) • Upvoted: 12 Sep, '21 • Comments: 0
Under consideration
1 votes

extension for Androids Outlook, like in the PC version

With same features like in the PC version
Suggested by: Pablo (11 Oct, '20) • Upvoted: 11 Oct, '20 • Comments: 0
Planned
1 votes

Task show on calendar

If a task has a reminder, put it on calendar
Suggested by: Randall (08 May, '20) • Upvoted: 08 May, '20 • Comments: 0
Under consideration
1 votes

Search enhancements

Implement ability to query my any field including custom fields
Suggested by: Jason (06 Mar, '20) • Upvoted: 06 Mar, '20 • Comments: 0
Under consideration
1 votes

Ability to assign a task to multiple persons

When assigning a task to "contact person" there should be an ability to assign the same task to multiple "contacts"
Suggested by: Allan Jones (12 Dec, '19) • Upvoted: 12 Dec, '19 • Comments: 0
Under consideration
1 votes

Completed Tasks

It would be good to see completed tasks. If you are away from your normal outlook, it would be perfect to see which task was assigned to a contact person and when it ...
Suggested by: Allan Jones (12 Dec, '19) • Upvoted: 12 Dec, '19 • Comments: 0
Under consideration
1 votes

device contacts integration on mobile app (my contacts only)

Currently if I select to enable device contacts integration it brings over all contacts in eway. A user would only want his/her contacts to be integrated. Or at ...
Suggested by: eric barden (11 Jun, '19) • Upvoted: 11 Jun, '19 • Comments: 0
Under consideration
1 votes

View Activity Reports

Separate by users, then deals, companies, contacts, etc.
Suggested by: Greg Nakashima (17 May, '19) • Upvoted: 17 May, '19 • Comments: 0
Under consideration
1 votes

New global setting in Administration settings to limit max size of a picture (via camera)

When taking a picture via the mobile app the picture is uploaded in its maximum size as it is provided by the camera. New global setting for both the Android / iOS ...
Suggested by: Moderator (13 Mar, '19) • Upvoted: 13 Mar, '19 • Comments: 0
Under consideration
1 votes

Happy So Far

I have not used the app for long. But so far I am well pleased. The app seems to everything I need it to do.
Suggested by: Joe Gentle (14 Feb, '19) • Upvoted: 14 Feb, '19 • Comments: 0
Done
1 votes

Trigger the full sync only when you ask me first

If I am on a wifi, from time to time, eWay-CRM Mobile triggers the full sync without asking. But it takes long and eWay-CRM Mobile is stuck for that period of time. ...
Suggested by: Jan Lalinsky (07 Feb, '19) • Upvoted: 07 Feb, '19 • Comments: 0
Under consideration
1 votes

Change order on main screen

For example put Deals on first place.
Suggested by: Moderator (05 Feb, '19) • Upvoted: 05 Feb, '19 • Comments: 0
Under consideration
1 votes

Search by typing on qwerty keyboard (BlackBerry)

When I start typing on my hardware qwerty keyboard, search screen appears and the app searches thru the content like I tapped the search button.
Suggested by: Moderator (05 Feb, '19) • Upvoted: 05 Feb, '19 • Comments: 0
Under consideration
1 votes

Link to existing...

It would be great if we had the capability of seeing the links for the contacts in the mobile application just like we see them on the computer.
Suggested by: Jose Morales (31 Jan, '19) • Upvoted: 31 Jan, '19 • Comments: 0
Under consideration
1 votes

Show also completed tasks in the Tasks module.

ID 31093
Suggested by: Moderator (31 Jan, '19) • Upvoted: 31 Jan, '19 • Comments: 0
Under consideration
1 votes

Scroll through content with an ABC list

...on the side, as you would your phone contacts
Suggested by: Jan Lalinsky (17 Jan, '19) • Upvoted: 17 Jan, '19 • Comments: 0
Under consideration