Our customers made these suggestions for improving Mobile. Suggestions for improving Mobile.
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.
Under consideration
Calendar - New module
I am missing the ability to create a meeting and attach it to a customer, projects, etc.
Under consideration
Show customers on map
I would like to see my location on a map and my customers that are around me.
Under consideration
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.
Under consideration
Ability to fill in timesheets
It would be useful to be able to fill my timesheet right in the mobile app.
Under consideration
Timer to track time in mobile app
timer in app to record time onsite with each customer
Under consideration
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 ...
Under consideration
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.
Under consideration
Today screen
It would be great to have one list with everything I have to do. Tasks, meetings, calls, ...
Under consideration
Password, fingerprint protection
I would like to protect eWay-CRM Mobile with an additional PIN, password, swipe, fingerprint, face recognition, etc.
Under consideration
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 ...
Under consideration
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.
Done
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.
Under consideration
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.
Under consideration
Bookkeeping module, at least read only
I would love to be able to see all of the invoices, their status, items, etc.
Under consideration
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.
Under consideration
Text Message Caller ID
The mobile app seems to have the phone caller ID thing solved but nothing for Text message ID
Under consideration
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 ...
Under consideration
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 ...
Under consideration
Send a contact as vCard
I am missing the ability to send my business contact to somebody else - e.g. as vCard.
Under consideration
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 ...
Not planned
extension for Androids Outlook, like in the PC version
With same features like in the PC version
Planned
add to calander on iphone
when setting up appointment on desktop, this information should sync automatically to the phone as well.
Under consideration
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.
Under consideration
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.
Under consideration
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 ...
Under consideration
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 ...
Under consideration
View journals on mobile platforms
I thought I saw that capability a while ago. Why was it removed?
Done
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.
Done
Build connector for Quotewerks quoting software
So you can track quote opportunities, etc in eWay
Under consideration
2FA option. When installing on a new device.
Under consideration
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 ...
Under consideration
Search enhancements
Implement ability to query my any field including custom fields
Under consideration
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"
Under consideration
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 ...
Under consideration
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 ...
Under consideration
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 ...
Under consideration
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.
Done
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. ...
Under consideration
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.
Under consideration
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.
Under consideration