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. 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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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. PDF preview

    When generating a PDF on a quote or order, there should be a way to view the PDF document within Workbooks rather than downloading the file and opening it in a separate application.

    3 votes
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  16. search

    Change search to include customer name from sales orders. Currently if you search a customer name and limit the search to Sales orders only not results are returned unless the company name has also been included in the Order Name field. This appears to be a limitation in that the system only searches on the reserved field names of NAME and ID. This severely limits the usefulness of the search function and leads to confusion for the users

    3 votes
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  17. Custom tabs - show number of records

    There is the ability to create and add custom tabs to a record type based on a Report. However, these custom tabs don't show the number of results, so when I open the record it appears as if there's no data in the tab. So it would be really useful if the number of results could appear in the tab name e.g. Delegates (5)

    4 votes
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  18. 'In between' operator for date ranges

    It would be really useful if we had an 'in between' operator when using date ranges within reports. As at the moment the only way of limiting to a specific time frame is by using a combination of 'on or after' and 'on or before'. Is this something that is in the pipeline ?

    1 vote
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  19. Gmail copy email Addon

    It is not possible to forward as an attachment from GMail ( GSuite). This is a pain in the use of the dropbox. Therefore, it would be good to have a GMail Addon that when viewing an email, giving the option on a one button press to copy the email to workbooks.
    This amybe done by reformating the email and emailing to the users dropbox, or by using a php process to convert the email data in to an email record for workbooks to understand.

    1 vote
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  20. GMail Addon

    It would be good to user the new G Suite ( GMail Addons ) for showing data related to the user, who's email that you are viewing. For Example, a sales user, would when opening an email from a user see address, phone number in the Addon. They could also see that they have a task to set up a meeting.

    There is form dev level info here https://developers.google.com/gmail/add-ons/

    I have done a POC, and I can get data from the api using appscript, via an api_key. When I have time I will work on it a bit more.
    I…

    1 vote
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