A desired feature would be to send a confirmation email (to acknowledged that the case has been raised) to the person who raised a the case via the case portal.

A desired feature would be to use "Contains" rather than "Starts with" as a search criteria (such as when adding an employer to a people record). It could be added as an organisational preference.

It is desired to have the ability to create multiselect Picklists based on reports, resulting in the multiselect picklist being dynamic. I.e. when the report is being updated (automatically) it would result in new values being added to the multiselect picklist.

Add the ability to create two-way relationships (related items) for tasks and meetings; In some instances Related items only works as a one-way, relationship. Take the following example, I Relate ‘Task 1’ to ‘Meeting 1’, which results in ‘Meeting 1’ appearing as a Related Item on ‘Activity 1’, and not vice versa. In this instance it would be nice if the related item worked two-way and not just one-way.

Please add a "Refresh" button to the main case view interface.

In an environment where multiple agents can pick up and make changes to the same ticket, it would be useful to be able to refresh your view of the case to make sure the latest update has been loaded. To the best of my knowledge, the only way to do this at present is either to close the case window and reopen or pressing the save button and run the risk losing your changes.

Use case: quotations or orders over a certain value, below a margin level or putting a customer over their credit limit will require approval based on the delegated financial authority of relevant sales/finance manager(s).

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’

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.

A user wants to be notified by email of important events, such as when a new lead is assigned. Switching on notifications by email works, but it swamps the user with ALL notification emails. That leads to 'noise' and missing the important emails.

A feature to only send email notifications for specific events would be great.

An option to copy Dashboards and then edit it after for a differnt user. This is very time consuming when having to open each report and chart to copy and add to a new dashboard and then edit teh reports to match the right criteria for the new user.

Currently only creating relationships is possible and only with a limited number of fields exposed to the import wizard. I would like to update Party Relationship records via import and have all fields exposed, including custom fields.

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

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.

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.

While viewing activities from the calendar view, have the ability to click on a day and add a new activity

When you click the enrich button, it normally brings back useful, correct information but occasionally suggests incorrect or useless information. After declining a suggestion, the enrich button continues to show, which makes is likely that another user will mistakenly click enirch and overwrite the correct information.

My suggestion is to add a "Not a match" button for suggestions that are incorrect.

It would be really useful if there was a field that would allow users to select a length of time for an opportunity.

For example, we tend to know that an opportunity will last approx '5 days' or '4 months' etc.

Like most things, this is possible with multiple custom fields but it would be much more user-friendly if there were a duration field.
Using an end date would be another workaround but it would need changing whenever the start date changes.

Import Options - As a business we have two types of import mappings depending on whether it is a new quote or editing a existing quote, it would be good if you could name your mappings rather then using a existing mapping

It would be great to have the ability to see the size of file attachments and uploads on records and emails. This would assist greatly with monitoring the amount of space being taken up on a database.