Workbooks Enhancements & Suggestions

At Workbooks, we think that our customers should have the opportunity to influence our product development priorities.

If you have any suggestions or would like to vote on an existing suggestion, please do so – it helps us choose the features we will work on next. We have already addressed a lot of the most popular ideas voted for here. You get 10 votes which can be reallocated (and which become free when we complete an idea you have voted for).

Already committed features and new feature candidates can be found published on our roadmap page.

  1. Opportunity Lines - The ability to sort lines on Opportunities

    Currently it is not possible to sort Opportunity Lines we require the facility to be able to do this on the Headings on the Opportunity Line screen.

    4 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  2. Product Codes

    We would like to be able to restrict access to certain product codes to specific user groups in order to help assist with reporting etc.

    3 votes
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  3. Integrate with Doomi. So actions can be very quickly documented, and minutes of meetings & actions can instantly be recorded in workbooks.

    Brillant!! Remove the need for separate documents for minutes & enable employees to instantly view their actions,

    3 votes
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  4. Address API

    In building an integration kit to work with workbooks apis I have noticed a need to import/export multiple addresses for organizations and people. As it is set up at the moment we can only utilize the API to grab the "Main Contact Details". However in practice it is necessary to have a shipping address, a billing address and possibly a contact address at the very minimum, if not multiple addresses in cases of large companies with multiple warehouses, offices, etc. An Api for grabbing addresses would be invaluable.

    3 votes
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    acknowledged  ·  0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 way SMS Texting directly linked to workbooks contact such as through Coretalk.co.za

    My customers prefer texting over email.

    Can we have free-flowing SMS text conversations linked to the contacts? Lots of SMS CRMs allow templated marketing to the customer and templated responses from the customer BUT what I need recorded/captured by workbooks is the real life 2 way conversations I have with my customers. PLEASE HELP! Coretalk.co.za already offers this... can you link with them?

    3 votes
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  6. Open Case from Opportunity

    From an Opportunity one can already call or email or create a To Do, but for us and perhaps other companies, it would be nice to have a New Case option which creates a case for whatever the opportunity was so that the next stage of processing can occur without a case having to be manually raised - with all that manual data input.

    I would expect it to copy across the contact details and to auto-relate the opportunity to the case that has just been created.

    2 votes
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  7. Pop up's should not remain open or continue to pop up once activity is completed / Improve Snooze Function

    At present my staff often select the reminder for an activity or watch an activity of another user. If the reminder or watch is selected, the pop up window still comes up even in the even the task to activity is completed.

    It would be good to have any completed tasks removed from the pop up function.

    2 votes
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  8. 1 vote
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  9. Dial Skype Username NOT Number as this would not need Skype Credits?

    It appears the call using VOIP uses Skype if installed (or selected VOIP service). Most users whom use Skype for international business will use the service to use it as a regular service and not the premium version where you may be requested to purchase "Skype Credits".

    Activating a Skype video call in this manor would be beneficial.

    1 vote
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  10. Copying Opportunities - Deselect 'stage'

    When copying an opportunity, it copies across information including dates, financial info, contacts and stage.

    There are options to not copy across notes, activities, people, organisations, transactions and recent items. The stage is always copied across.

    Our users are unable to downgrade opportunities to previous stages.

    This means that when users try to copy an opportunity and then (because it’s a new opportunity), change the stage back to 0, the system prevents it.

    The solution: Add an option in the copy across menu to deselect ‘stage’

    1 vote
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  11. Create or update contact from within email.

    It would be useful when you have an email from an unknown (to workbooks) contact to be able to have an action button from the email window. You could create a new contact using the new email address, or linking it to an existing contact.

    1 vote
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  12. Restrict Workbooks Bulletins to Specific Users

    Add the ability to restrict who receives bulletins from Workbooks.

    Although bulletins can be very useful for admins, they may be misleading for users, particularly when referring to customised pages/views or referring to disabled/restricted features

    The bulletins tend to suggest contacting workbooks support if they have issues but in practise, it would be better for end users (and Workbooks Support) if they spoke to the Sys Admins in the first instance.

    The solution: Allow admins to restrict bulletins to them who can disseminate information to the relevant users.

    1 vote
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  13. Blank Email Subject Warning Popup

    When creating a new email, it would be a good idea for a warning to pop up to alert you if you have not entered a subject line.

    1 vote
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  14. FORMS - Tabulating fields in forms

    It would be ideal to be able to fit 2 or more field horizontally to be able to view more information in a form:

    example: Telephone - Fax Number
    Also
    example 2: Checkbox - textbox with additinal info

    1 vote
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  15. Remove/Change 'Add Competitor' and similar relationship Buttons

    The "Add Competitor" button on the Organisations tab of an Opportunity appears, even if the system has been adjusted to remove that relationship type.

    Ideally, these buttons should be fully customisable but at minimum, it should only should possible relationships.

    1 vote
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