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. Calendar to show UK Bank Holidays

    Ability to show UK bank holidays in Calendar views

    0 votes
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    acknowledged  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Charts

    Need to improve Charts. Currently, charts is showing only single color. Even if we choose under styling "Mixed" still it's showing only 1 color. There is no way to change the chart type of one Axis to Line Chart.Like combination of Line & Bar Chart. Similar to what we have in excel.Also, Data label text direction is 270 degree . There is no option to change this to Horizontal direction like the excel chart. Data Series (Vertical). Currently its showing 0.0, 0.5, 1.0, 1.5 … so on till 4.0. no option to change this to simply 0, 1, 2, 3,…

    1 vote
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    acknowledged  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to export on specified reports or landing pages

    It would be useful to have the option of giving users rights to export on only specified reports or landing pages without giving them export capability on the whole record type e.g. exporting tables or graphs

    1 vote
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  4. Desktop shortcuts to create new records e.g. new case

    Desktop shortcuts to create new records e.g. new case
    This is quicker than clicking the Workbooks menu > New > Case, and would save time for users that perform an action lots of times every day.
    I know we can open a record, but the New Case button isn't available on Organisations. It's only on People records

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Mobile Device Access v Desktop

    It would be good to be able to report out in terms of the adoption of the system in terms of the volume of people accessing and making changes via the Desktop versus those doing changes via Mobile so to be able to run reporting out by user on this. It might help with adoption and also sales person adoption of the system in particular.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Collapse/Hide Filters on Reports

    It would be nice if you could collapse/hide the filters on reports when not editing them

    1 vote
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  7. It would be great if you could hide the "Filters" on reports when not editing them

    It would be great if you could hide the "Filters" on reports when not editing them, if you have a number of filters on a report it takes all the page up.

    0 votes
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  8. Highlighting numbers to speed up amendments

    When in any of these number fields, is it possible for the cursor to automatically highlight the whole number so that we can input straight away? Currently the cursor starts at the right of the 0.00 and we have to move it or delete the 0.00 in order to input a number... As we input lots of numbers it is quite a pain at the moment... thanks

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to add meetings (normal and recurring) along with the meeting attendees via WOA

    We would like to add meetings - normal appoints and recurring meetings to Workbooks via the WOA. Also, if this could add the attendees, it would be great. It could flag attendees who are already not present in the CRM, hence enabling users to add the newly found people.

    26 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  12. recent reports

    Sort and filter reports by "Last Run At". This would help immensely with determining which reports are actively being used, and which ones can be removed or archived at larger organizations.

    3 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. Edit multi-line description in line items of Quote,order,opp,contract etc

    Give the ability to edit line item, multiline text such as description where wording for one quote needs editing.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Outlook Add-in - Ability to control what fields are displayed when creating new records in Outlook (WESS)

    I would like to be able to control what fields are displayed when creating new records in outlook using the WESS outlook add-in.

    Currently only pre-determined fields are displayed, even if they are 'turned off' in the live CRM. We would also like the ability to add some of our custom fields.

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Event sessions not recording properly on events module for attendees

    Sub event sessions are not working properly in workbooks.

    You can't seem to book sub events and you can't see which attendees are booked on sub sessions for events!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Combine ticket and attendee information into one tab on events module with custom fields

    For the events module, I would like to have a complete list of attendees, speakers, sponsors and hosts on one tab, with all the options relating to the event showing on one page/tab.

    At the moment, dietary, accessibility and badge names are shown on the tickets tab, but exclude attendance status, host names and speakers, whereas on the attendees tab, it shows all attendee names (including hosts and speakers) and attendance status, but not dietary or accessibility options so there is not one definitive list of guests for an event!

    Also, shouldn't the number of tickets match the number of…

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Abilty to add multi-select fields on custom columns on forms

    I have a custom multi select contact type for people records for Primary, Finance, HR Contacts etc. However, when I look at the organisation record, people tab, I can't add this multi select field as a column on the people tab, so have to click on each person so see their contact type rolls.

    Can this field type be added as a column option

    2 votes
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  18. 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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  19. 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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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  20. View and Print Reports Macro Button from Organisations/People Record forms

    It would be really useful if you can add a macro button on forms layouts that can open a specific report, set criteria/filters (like date range etc) on the report so you can run, preview and print a customer specific report on that company you are currently in without closing the organisation report, open reports, find the report you want and set the filters manually.

    It would so much easier if you can run customer specific reports straight from the organisations record so you can quickly see customer's activity, invoice or case history on custom reports.

    4 votes
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