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. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Ability to add new activity while on the calendar view

    While viewing activities from the calendar view, have the ability to click on a day and add a new activity

    1 vote
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  15. Hide non-matching enrich suggestions

    When you click the enrich button, it normally brings back useful, correct information but occasionally suggests incorrect or useless information. After declining a suggestion, the enrich button continues to show, which makes is likely that another user will mistakenly click enirch and overwrite the correct information.

    My suggestion is to add a "Not a match" button for suggestions that are incorrect.

    1 vote
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  16. Opportunity Duration

    It would be really useful if there was a field that would allow users to select a length of time for an opportunity.

    For example, we tend to know that an opportunity will last approx '5 days' or '4 months' etc.

    Like most things, this is possible with multiple custom fields but it would be much more user-friendly if there were a duration field.
    Using an end date would be another workaround but it would need changing whenever the start date changes.

    1 vote
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  17. Import Options -

    Import Options - As a business we have two types of import mappings depending on whether it is a new quote or editing a existing quote, it would be good if you could name your mappings rather then using a existing mapping

    1 vote
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  18. Ability to build a Report on Files/Attachments or any Records that have Files/Attachments

    It would be great to have the ability to see the size of file attachments and uploads on records and emails. This would assist greatly with monitoring the amount of space being taken up on a database.

    3 votes
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  19. Deleting attachments in e-mails

    To comply with GDPR, we need to be able to delete attachments containing personal data from e-mails uploaded via Outlook Connector. At present we would have to locate and delete the whole e-mail even if we have permission to process that data. Being able to delete attachments based on the data of the e-mail (either calendar date or "items older than X years old").

    1 vote
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  20. Notification that e-mail hasn't tracked properly (contact email is incorrect)

    As it stands, if I track an email in Workbooks (using Email to Dropbox) and the e-mail isn't actually in Workbooks (i.e. the contact has an old email address) it isn't possible to know this, so nothing is tracked against the contact as intended. Workbooks should provide a notification that it has failed to link an email address.

    1 vote
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