We would like to add meetings - normal appoints and recurring meetings to Workbooks via the WOA. Also, if this could add the attendees, it would be great. It could flag attendees who are already not present in the CRM, hence enabling users to add the newly found people.

I would like to be able to control what fields are displayed when creating new records in outlook using the WESS outlook add-in.

Currently only pre-determined fields are displayed, even if they are 'turned off' in the live CRM. We would also like the ability to add some of our custom fields.

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.

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.

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.

Sub event sessions are not working properly in workbooks.

You can't seem to book sub events and you can't see which attendees are booked on sub sessions for events!

I have a custom multi select contact type for people records for Primary, Finance, HR Contacts etc. However, when I look at the organisation record, people tab, I can't add this multi select field as a column on the people tab, so have to click on each person so see their contact type rolls.

Can this field type be added as a column option

At the moment you can only set maximum capacity for individual event ticket/product types. If you have two different products for the same event, for say member and non member prices, you might want just a total venue maximum capacity and not based on member v non member prices.

It would be really useful if you can add a macro button on forms layouts that can open a specific report, set criteria/filters (like date range etc) on the report so you can run, preview and print a customer specific report on that company you are currently in without closing the organisation report, open reports, find the report you want and set the filters manually.

It would so much easier if you can run customer specific reports straight from the organisations record so you can quickly see customer's activity, invoice or case history on custom reports.

Sort and filter reports by "Last Run At". This would help immensely with determining which reports are actively being used, and which ones can be removed or archived at larger organizations.

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).

Give the ability to edit line item, multiline text such as description where wording for one quote needs editing.

At the moment, you can't print a report directly from Workbooks! The only option is export the report to excel!

Can you add an option to print reports directly from Workbooks, and the ability to set printer settings, page layout and 'fit to page' when printing, similar to the way workbooks formats schedule report emails, with word wrap.

Thanks

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.