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. Combine ticket and attendee information into one tab on events module with custom fields

    For the events module, I would like to have a complete list of attendees, speakers, sponsors and hosts on one tab, with all the options relating to the event showing on one page/tab.

    At the moment, dietary, accessibility and badge names are shown on the tickets tab, but exclude attendance status, host names and speakers, whereas on the attendees tab, it shows all attendee names (including hosts and speakers) and attendance status, but not dietary or accessibility options so there is not one definitive list of guests for an event!

    Also, shouldn't the number of tickets match the number of…

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. View and Print Reports Macro Button from Organisations/People Record forms

    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.

    4 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  3. Refresh button on the main Case View Interface

    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.

    7 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  4. recent 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.

    3 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  5. Edit multi-line description in line items of Quote,order,opp,contract etc

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

    3 votes
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  6. Event sessions not recording properly on events module for attendees

    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!

    1 vote
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  7. Abilty to add multi-select fields on custom columns on forms

    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

    2 votes
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  8. Add maximum capacity for whole event, not just on ticket/product types

    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.

    2 votes
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  9. ical

    I have added a URL field for the iCal link to the Event Form.

    We would like to insert a link to the iCal URL field (so the correct iCal URL is used for each event) of an Event begin text ("Add this event to your Outlook Calendar") on the Attendee Registered email template.

    Thanks  

    1 vote
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  10. Additional drop down menu to control email template list

    I know there is already a way to use categories for email templates so that certain templates can be linked with certain layouts. Customer, Cases and so on. But that can still you with a lot of email templates.

    Would it be possible to put the templates into folders first. The idea being that you click the drop down on an email and see some sub-headings. Clicking or hovering over the heading reveals a list of templates within that section.

    For example, when escalating a case you could click on send email and the menu would open. You'd then go…

    1 vote
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  11. Print Reports directly from Workbooks with print options and page settings

    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

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  12. Custom field linkage

    Is there a way to create custom fields for a person and have those fields automatically duplicated in the person's organization?

    At present, when we create a custom field we have to duplicate the effort of creating the same custom field information in both the people or organization page.

    In addition, since there does not appear to be any linkage between the two pages with identically created custom fields, the same information must be manually entered for the people, or organization pages, instead of automatically populating.

    Is there a solution to create a link between people and organization for the…

    1 vote
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  13. Copying Opportunities - Deselect 'stage'

    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’

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  14. Remove/Change 'Add Competitor' and similar relationship Buttons

    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.

    1 vote
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  15. Create a mechanism to elect which notifications to distribute on email

    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.

    2 votes
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  16. An option to copy Dashboards

    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.

    3 votes
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  17. Ability to Import into Party Relationships (fully featured)

    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.

    3 votes
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  18. FORMS - Tabulating fields in forms

    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

    1 vote
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  19. Restrict Workbooks Bulletins to Specific Users

    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.

    1 vote
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  20. Product Codes

    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.

    3 votes
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