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. 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.

  2. 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 →
  3. 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

  4. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 2FA Integration with Workbooks please?

    We are undergoing ISO27001 security audit for small businesses and there is a requirement should we use web-based applications to be secured using two-factor authentication. We would hope to fulfill this by the end of September and our vendor is quite keen to use us/Workbooks as a case study on their site promoting this. Interested?

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    Hi Lorna,

    As discussed, we’re familiar with ISO27001:

    The standard doesn’t define which technology or approach you take to security – but does dictate that you have a framework for identifying and assessing risk, then subsequently have an approach to either accept the risk level as satisfactory or take steps to mitigate the risks identified.

    We already have the capability to implement two factor authentication for you if you require it.

    We can lockdown access to Workbooks from known IP addresses and that coupled with your user authentication credentials should provide suitable two factor authentication. The IP address authentication capability hasn’t been put into the GUI yet. Please contact support if you’d like us to lockdown Workbooks to a set of IP addresses please.

    We are open to other forms of two factor authentication and will consider them in future.

  8. Link Between Related Items and Primary Contact in an Activity

    When I add a primary contact they autiomatically became a related item - that is a good feature.

    But, if I change the primary contact for an activity the original primary contact is then removed as a related item when I click save, that is not a good feature!

    An individual is still likely to be related to the activity and it should only ever be the users decision to decide to remove information as no longer being relevant/related to a particular activity.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. It would be great if you could hide the "Filters" on reports when not editing them

    It would be great if you could hide the "Filters" on reports when not editing them, if you have a number of filters on a report it takes all the page up.

    0 votes
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  10. Implement a non-working day calendar, primarily to make case reporting easier

    A non-working day calendar would automatically have weekends and UK bank holidays marked as non-working days. Each day in the calendar would have a flag with suitable values. Something along the lines of 0 - (working day), 1 - weekend (non-working day), 2 - public holiday (non working day). When you create a case report you can easily exclude working days by using a criteria that says "working day = 0".

    0 votes
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