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.

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.

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.

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

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.

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  

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.

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.

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.

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.

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

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.

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.