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. A one way sync of Workbooks contacts

    A one way sync of Workbooks people,opportunities and leads to Google Contacts, probably sync automatically

    6 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  2. Job scheduling and payroll

    We have field staff/subcontractors and would like the functionality to be able to assign jobs to them and schedule the jobs for example, some jobs are one time jobs, some are weekly, some every two weeks,etc. Linked to this would be the ability to calculate how much to pay the subcontractors/staff after the jobs has been marked as complete in the system. So in a nutshell, we would like to see scheduling and payroll functionality if possible. Thanks.

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  3. bank reconciliation

    Maybe i am running away with my mind a bit here but just thought a bank reconciliation feature would be a very useful additional.It will minimise having to manually enter payments and the risk of error. i know there are seperate accounting packages that do this.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Creating an activity when a field is a date.

    We need to create activities during the sales cycle which are defined at the start of the cycle. Currently this involves accessing the acvtiviies tab and creating indivual activities and either writing down the dates and other information or going back and forward between the main screen and activity screen to get the details. It could be as simple as a 'create activity' button available beside the date field which lanched the activity screen and pre-populated the date.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Clearbooks

    Would be great if there was a link between Workbooks and Clearbooks!

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Mailshots & Campaigns - support 'opt-in' as well as 'unsubscribe'

    At the moment when you send a campaign mailshot, you can include an 'unsubscribe' page which allows people to unsubscribe from all future mail, or from individual campaigns which they've *already* received email from.

    We'd like to extend this so you could include future possible campaign mailshots on the same page, allowing opt-in as well.

    eg: You run one general 'Newsletter' mailshot to all customers, but use that page to allow them to opt into more specific campaign newsletters on sub-topics if they wish to.
    Or a one-off campaign mailshot after an exhibition to new leads allows people to opt…

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. PSA / PPM extension

    For professional services, the performance of the service is the first marketing campaign. Furthermore, service delivery may involve a network of stakeholder, supplier, advisors, shoppers, clients, team members... For a professional service firm, it is therefore critical to be able to integrate its service delivery system to its marketing ecosystem. At least a connector to PPM leaders. This is the only reason I cannot switch to Workbooks.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Unified project management tool (cases, campaign, post-sale service management)

    - A case is a project linked to a service or item purchased by a customer -- it is linked to an account and require actions to achieve an outcome by a certain deadline. This action may require document sharing, access to knowledge base, communication with team members...

    - A campaign is a project linked to a service or item to be purchased by a costumer...

    - A service is a project linked to a contract with a customer...

    Those are project items that shares common characteristics. They can be segregated under different view or layout but at their core…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Extend the group paradigm to all objects.

    Segmenting is key. This is true for contacts (advisors, clients, employees, geographic area, industrial sector, type of services...) but also projects (clients, internal, marketing, cases, HR) etc. Self-populating groups (smart lists) with drag & drop with self-tagging (the item once moved to the list is updated with the list's attributes). Whether you are a small business owner or a mid management director in a large corp, you should have more than one type of project and one type of contacts...

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Tasks completion in Outlook Connector - effectively a mobile version

    By allowing completion and follow on of tasks synced with the Outlook Connector, one creates a mobile version of Workbooks using Push Email, without requiring a mobile app.

    This also allows for offline working within Outlook

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Journal Entry

    I use Journal Entries in Outlook to record phone calls etc. It would be good if I could add a Journal entry to Workbooks through the synchronisation.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Report based on Campaign Status

    In the Campaign window, it would be quite beneficial if a report could be created by clicking on a Member status under that tab, whether system-set or custom. That way, one could see only the members of a particular status.

    3 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. Simple Stock Control

    on product page ability to add a stock number, when order is raised it automatically takes it out of stock.

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Timesheet

    It would be really beneficial for us to get visibility in Workbooks of the utilisation of our consultants, our average daily rates, the projects each consultant is spending their time on etc. An integrated timesheet functionality would save us tons of time.

    14 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Some of our customer already use the activity functionality in Workbooks to track time utilisation. This is normally achieved by adding meeting activity to either an order or a case and then using the start and end times to calculate the time delivered.

    It is then possible to write a report which add together all the time delivered against a specific case or order.

    We recognise this isn’t as elegant as a time sheet, so we will keep the timesheeting requirement under review.

  17. Adding recipients when sending quotations or order acknowledgements

    At present when you send a completed quotation to a customer you have to select the recipient from the list of the entire database. Can this list be filled with the names of the 'people' associated with the relevant record (opportunity. quotation etc)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Zeroes in Months

    It's a little irritating having to enter the 0 for months 1 to 9. And it's lazy programming to boot. Can I ask the developers to be a little more user friendly and stick the 0 in where appropriate?

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Keith Evans responded

    Brian,

    Thanks for highlighting this issue. Yes, the date widget can be improved. This is raised with the Development Team and we’ll notify you when this issue is resolved.

    Note: Reference numbers: CASE-2795 / #4356

    Keith

  19. Add parameter to control default typeface (font family) & size used for emails, activities & notes

    This would allow companies to bring their communications (primarily emails) inline with their corporate standards e.g. Arial 10pt

    5 votes
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  20. 1 vote
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