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. Ability to vary the width of a dropdown selection box.

    Currently the width of a dropdown selection field on a customer field is determined by the width of the field in the layout. Standard fields like Product have dropdowns with a wider 40 character viewing window which allows for easier record selection. If this functionality can be added to customer fields it would improve the usability.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add criteria to mailing lists

    Having criteria on a mailing list would be beneficial. It would allow multiple mailing lists to be powered from a single summary view of a report. Something that would be far cleaner than 1 summary view per mailing list as it currently is.

    4 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to change currency at quotation, order and invoice stages

    We have a number of customers who return at the point of sale to ask for a amended order in a different currency. As we cannot delete or amend the existing quote or invoice we are forced to 'scrub' it as best we can and then alter the currency from the existing opportunity, creating a new quote and resulting invoice. This process is time consuming and messy and could easily be avoided if currency could be converted at any stage

    16 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We already have this option available on Opportunities, so we will look to replicate this on the other Transaction Documents in a future release.

    For now, it might be an idea to create a custom field on your Quotes/Invoices that stores the status of the document, e.g. ‘Rejected – currency change required’. This would make it easier to exclude the documents from your Reports and Landing Pages, meaning you do not have to ‘scrub’ the document, but simply change the status and create a new one.

  4. 7 votes
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  5. Auto Refresh For Specific Window

    To have a configurable setting next to the manual refresh button in the bottom of the cases window that will have AUTO REFRESH. So setting the feature to on and the interval to to 30 will automatically refresh that specific window (being cases queue) every 30 seconds.

    58 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to transfer configuration changes between databases

    We would like the ability to duplicate data between our Demo database which we use for confirming customisation configuration before we implement them into our live, which is quiet time consuming as we end up create the same changes twice.
    What would be good is to be able to select a specific landing page within our demo database & sync with our live database.

    37 votes
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  7. Convert Email to Contact and Covert Email to Opportunity

    It would be nice to be able to convert an email I receive in my outlook to contact and/or opportunity straight through outlook connector. Other software packages already offer this.

    4 votes
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  8. Change way Email Addresses are recorded to make it easier to handle multiple addresses for same person

    Workbooks is not great in the way it handles multiple email addresses for a Person. It would be much better if these could form a list (unlimited, within reason) *in the Main tab* with a descriptor (eg. Work1, Work2, Home etc. - but free text please) and a Personal/Work check box against each (determining whether or not emails attach to Organisation or not) - *plus* an option to select a 'primary' email from a drop-down list (ie. the one that would be used by mailing systems, mail-merge etc.). Having to manage this via the 'Contact details' tab is laborious and…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Improve switching Employer process & way Workbooks handles people who work for more than one Organisation

    At present if a Person is employed by more than one Organisation and you want to change the 'primary' Employer field in the Person Main tab, you do not have an option to say 'continues to be’ or ‘is also employed by' the original Org (which is very often the case). The system assumes you have either made a mistake (by originally allocating them to the first Org) or they have now left it for the second one. Either of these options will mark the former Organisation as one they used to work for (ie. the Person becomes ‘Ex-employee of’…

    1 vote
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  10. Copy Database (deleting records and audits before copy is made) - Storage Solution

    While copying an existing LIVE database, the user should have the ability to delete things like audits, records, etc... made after a curtain date so that the NEW database has only records made AFTER a curtain point, but the LIVE database retains all record types. (removes storage limitations so a user can copy more databases over without buying more storage)

    9 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show Individual Repeating Meetings within the calendar view or grid view.

    Currently I create new meetings from within the Case tab so they become automatically related to the case so I can see the specific schedule for that case just by opening the case. The problem is, If I create a meeting that repeats, only the first meeting date shows both in the grid view and calendar view. Basically I'd like to suggest this replicates when viewing activities using the Activities in the calendar view or grid view. This would save time in having to filter the activity view for specific cases.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. add last 6/12 months option on calendar range criteria

    It would be of great value for our reporting to have a last 12 months option on the calendar range as we don't really report on year to date. This would allow us to have more efficient report by reducing calculated column and other manipulation once the date is exported.

    Thanks

    1 vote
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. 'is on or before today’ Activities filter

    Could Workbooks add an 'is on or before today’ option to the 'Due date' picklist. I appreciate this can be achieved via a combination of 'is before today' and 'is today' (with 'match any' selected) but bearing in mind the other 'today' options would be a very useful/quick enhancement/simplification - and I feel sure this would be used a lot by users.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Don't automatically close the search window

    Sometimes you open the wrong record, but because the search window auto-closes you have to redo the search.
    It is possible to hover the cursor over the search results and select "open ... keeping search results", but it would just be easier if one search window was kept open. It'll save time and is more obvious than using the technique described above.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  17. Activity Number on the Calendar

    It would be great if when working through activities and we need to move them to another date, we were able to see how many activities they're are on other dates when clicking on the due date calendar within the activity. This would be great because we then make sure we were not putting to many activities on the same date. Hope that makes sense.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Selecting Product Code instead of Product in Quotes and Oppertunaties

    In a Quote or Opportunity, when you select "Add Line Item" this selects from the "product" and note the "Product Code". this means when you print out either of these pages you have a full product description instead of just the product code. under Product.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tool Tip for Fields

    It would be nice to have a rollover icon "?" ability next to fields so that when a user scrolls over the field name they would be able to view a brief description of the purpose of the field. This would be helpful so that users don't have to ask or refer back to an instruction manual on what the purpose of their custom field is!

    26 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Drag and Drop Layout Editing

    The current method of arranging items in a custom layout, is cumbersome and far too time consuming.

    Using drag and drop javascript functions would be much more efficient and helpful in order to try out layouts quickly. Also the 'View' checkbox could be made interactive rather than having to open up the dialog box.

    62 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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