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. Easy archiving facility

    Automated archiving to reduce storage usage.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Clone a product

    Would like to have the ability to clone a product rather than have to create a new or import them each time.

    Scenario is that I have 1 product that works well so I now want to add 9 more that are similar. I didn't import the single one so there's no profile I could use again.

    Why can't I select from the products list and clone it?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Marketing Course

    There are a lot of marketing options that can be used within Workbooks and there needs to be a course to support this.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Include the ability to add double opt-in when people subscribe to email marketing

    we use Workbooks for email marketing and I know you are currently working on your own email visual builder similar to Mailchimp and others, which is great news. At the moment we use a combination of the Workbooks CRM (because it is so good) and the Mailchimp integration to send emails. We use Workbooks' Web to Lead form to capture new sign ups, however it is best practice to enable double opt in when people sign up to email marketing, and at present this isn't possible within Workbooks.

    So this would probably involve a triggered email that gets sent upon…

    19 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automaticly close event marketing campaign when maximum capacity for event is reached

    I use marketing campaigns to manage event registration through an integrated portal on our website.

    It would be great if you could enter the maximum capacity of the event so that it would automatically close when this number is reached as I have to monitor this daily.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. Notification/alert on record change.

    Add the option to be alerted/notified when a record is changed/saved. For example, receive and alert when a case record is changed. This could be similar to the 'Watch' feature, but the user don't have to go and look for a changed record, a message will notify the user that the record was changed.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Supplier order button on Organisation's Transaction Tab or on Start Menu under New

    We often have to create multiple Supplier Orders for different suppliers that relate to an order for a specific Organisation. On the Transaction tab there are buttons for new Customer Quotations, Invoices, Contracts but not for Supplier Orders which means we need to go into the Start menu then Finance to Supplier Orders. If they could be in the Start menu under New that would be great but there are currently too many clicks to get to a Supplier Order!

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. It would be useful if you could optionally add subtotals to the report details page.

    To have an option to include a sub total on the details page. I have a requirement where I print expenses awaiting payment and I have a details page and a summary page for creating bank payments. It would be good to have the ability to print the subtotal so that we can see the associated details making up the summary total

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Chart ALL rows of a report

    Currently when you create a report in Workbooks you are shown the first n rows of data, where n is the value set in your 'Lists' preference. If you chart the report either for a standalone chart or for inclusion in a dashboard then you will ONLY see n values in your report.

    If you report has more than the default value of 'Lists' you will NOT see the data on your chart from the additional rows. So yes you can alter your preference but if the chart is redrawn by another user with a different preference value, or the…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. Pick List option in the Subject box after selecting schedule an Activity

    To be able to add a pick list (and text) in the subject box after pressing to record or schedule a task/email/telephone activity, we use the same things each time e.g. Need to call back, Follow up call, Call back in 6 months etc

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Avoid two people working on the same record at the same time.

    Currently two people could be working on the same record at the same time. When saving one person will lose all the changes he has made. This is really annoying and we waste a lots of time on it. Most of the CRM systems deal with this issue. Workbooks does not offer a solution for this and would appreciate if this could be looked into.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to create a postal address label direct from the PERSON record

    When sending a parcel or letter we would like to look up the contact to ensure we have the correct details and then want to print off an address label (or export to allow a mail merge).

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create layout rules for individual sections

    I appreciate the custom layouts (and they are vital), but it would be far more useful if I could hide or show a section on the fly (and I don't mean collapse the section.)

    For example, suppose I provide 5 add-on services to my main service, and each of these add-ons merits its own section. I either have to show all the sections all the time, or I need to create enough form layouts to accommodate all of the combination possibilities. Then, if I need to change anything to the core service, I would need to change it to all…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow conditional styling directly at field level rather than having to create styled reports

    Allow styling directly at field level rather than having to write a separate report and apply styling via a calculated column

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please Include Reports in Recent Items

    Work with Reports a lot - would be really good to include in the Recent Items list - would save a lot of time.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. Page returns to previous place when a change has been made

    When making a change to a long list (Campaign Members for instance) it would be very helpful if the list returned to its previous position after refreshing - rather than returning to the top

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hopefully we will be able to remove the requirement for this when we add editable grids, so that you can amend records in line from the Landing Page (or Campaign Members tab for example) rather than having to open and save each record individually.

  18. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Could you please give us a bit more information about how you would like to use this functionality? Depending on your requirements this might already be possible

  19. Tax-inclusive pricing on line items

    Would like a feature which allows Workbooks to be easily configured to support entering line item prices as ‘tax-inclusive’, and have the system work out and take off the correct amount of tax. It would be helpful to have the option to enter pricing either way, tax inclusive or exclusive and have the system calculate and correctly total up the amount of tax from the line items.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. IMAP implementation.

    If there would be a way to implement IMAP, I wouldent have to loose so much time in integrating our email client through third party apps on none desktop environments. There are ways to work it well,
    I find setting up Gmail forwarding one way, but it does not work with outgoing, I have to have a separate utility (Gmails fault) to have auto Bcc. And then I have to have a separate app on my Android phone that supports bcc the dropbox address aswell (which the default gmail app does not... again)
    I hope this is something in the…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Workbooks Enhancements & Suggestions

Categories

Feedback and Knowledge Base