From time to time we need to link emails to Customer Contracts within Workbooks. It would be very useful to be able to do this from the WESS integration in Outlook like you can for Opportunities, Organisations, People etc.

When adding to the Dashboard have the new item appear last instead of first.

Autosize the last column instead of the first for reports at all stages (including viewing preview when building the report). Also in anything else where autosize occurs.

Is it possible to wrap text on report column headers? If not could this be looked at as an enhancement request as it would really help my firm with reports that are shared via dashboards etc

When adding new views to existing reports, it would be really useful if we could re-order them - perhaps by dragging and dropping them in report edit mode.

Currently if I want to re-order the views the work-around seems to be rebuilding the report from scratch, in the specific sequence of tab views I need, in order to make the report flow coherently.

When entering details onto WB, Chrome (un)helpfully suggests my own address details when adding new customer details. Workaround of a separate google profile sounded good, but whenever you click a link in WB, it then opens Chrome under the name of the separate Google account. It appears that as developers, WB may be able to write a script to prevent auto-fill - to me this sounds good and indeed I cant think of many instances when autofill of the CRM users' own data would be helpful when using WB.

I'm receiving lots of SPAM from fake Web to Leads forms (they are not generated on my website).
Would be great to add a domain name white list to limit website from which these forms could be sent from. Many thanks !

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.

Desktop shortcuts to create new records e.g. new case
This is quicker than clicking the Workbooks menu > New > Case, and would save time for users that perform an action lots of times every day.
I know we can open a record, but the New Case button isn't available on Organisations. It's only on People records

Ability to show UK bank holidays in Calendar views

It would be useful to have the option of giving users rights to export on only specified reports or landing pages without giving them export capability on the whole record type e.g. exporting tables or graphs

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.

It would be good to be able to report out in terms of the adoption of the system in terms of the volume of people accessing and making changes via the Desktop versus those doing changes via Mobile so to be able to run reporting out by user on this. It might help with adoption and also sales person adoption of the system in particular.

It would be nice if you could collapse/hide the filters on reports when not editing them

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.

When in any of these number fields, is it possible for the cursor to automatically highlight the whole number so that we can input straight away? Currently the cursor starts at the right of the 0.00 and we have to move it or delete the 0.00 in order to input a number... As we input lots of numbers it is quite a pain at the moment... thanks

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.

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.