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 sync [synchronise] database for offline use on mobile devices

    We want to have the ability to use WorkBooks on mobile devices where there is poor or no service available for mobile devices. Effectively this would involve a synced [synchronised] version of the database on the mobile device app which could be accessed in an offline mode and could be updated as required in this state. On gaining either a WiFi or network data connection the database changes would be synchronised with the master database. Our staff are unable to use WorkBooks where there isn't a reliable data connection and so the product becomes unusable.

    18 votes
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    acknowledged  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. Make actual picklist values selectable from a list, rather than have to type the value

    In filters and reporting criteria, it would be much nicer if you could select picklist values rather than have to manually type. Basically, very similar functionality to the filters functionality in Microsoft Excel.

    51 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is a good idea, and would also help to reduce the risk of reports breaking when picklist values are changed or deleted. We will consider adding this into a future release.

  5. 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 →
  6. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. '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 →
  9. 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 →
  10. 1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. 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.

    68 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Visual indication when an email is shared with Workbooks

    A client recently converted from Microsoft CRM to Workbooks. They love it, however find the Outlook connector could do with some improvements:


    1. Ability to select multiple emails, and Share with WB

    If you are not 100% diligent in sharing emails when they happen, you may need to do some sharing at a later date. In WB, I have to open each email, click share, save and close. In MS CRM, I can ctrl-select all the emails I want to share, and click a button on the ribbon to share.


    1. There is no visual indication that an email is shared.

    When…

    15 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Record user information against each workbooks user.

    Have the ability to record user information against each workbooks user. This could then used throughout the system but especially in templates...

    Job Title
    Mobile
    DDI
    Signature Image URL
    Photo Image URL

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Default setting for email field on each record type

    The ability to set for each record type the default field used for the send 'to' email address.

    This would allow the use of the 'Send Email' button to be tied to a field on each object.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make it easier for users to maintain/update picklists.

    The ability for a user to add to a pick list from the record form would be a great time saver and improve the end user experience.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Login as

    Give System Administrator's the ability to login as any user. The user could either grant access (for a given period of time) and/or there could be a capability that enabled Sys. Admins to search for a user and login as them. This would help test functionality, permissions etc

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. New theme improvements

    Please up the contrast levels so boxes and drop down's are more identifiable, currently our staff are struggling to deal with just how white everything is (though still preferable to the old version). It would also be useful if sizing could be looked at - the taskbar and some icons are far too large and using CTRL - works well in some areas but renders text far too small

    3 votes
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