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. Custom field linkage

    Is there a way to create custom fields for a person and have those fields automatically duplicated in the person's organization?

    At present, when we create a custom field we have to duplicate the effort of creating the same custom field information in both the people or organization page.

    In addition, since there does not appear to be any linkage between the two pages with identically created custom fields, the same information must be manually entered for the people, or organization pages, instead of automatically populating.

    Is there a solution to create a link between people and organization for the…

    1 vote
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  2. Send confirmation email, when raising a case through case portal.

    A desired feature would be to send a confirmation email (to acknowledged that the case has been raised) to the person who raised a the case via the case portal.

    5 votes
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  3. When searching in WB - use "Contains" rather than Starts with?

    A desired feature would be to use "Contains" rather than "Starts with" as a search criteria (such as when adding an employer to a people record). It could be added as an organisational preference.

    15 votes
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  4. Multiselect Picklist based on a report

    It is desired to have the ability to create multiselect Picklists based on reports, resulting in the multiselect picklist being dynamic. I.e. when the report is being updated (automatically) it would result in new values being added to the multiselect picklist.

    15 votes
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  5. Two-way relationship for Tasks and Meetings (related items)

    Add the ability to create two-way relationships (related items) for tasks and meetings; In some instances Related items only works as a one-way, relationship. Take the following example, I Relate ‘Task 1’ to ‘Meeting 1’, which results in ‘Meeting 1’ appearing as a Related Item on ‘Activity 1’, and not vice versa. In this instance it would be nice if the related item worked two-way and not just one-way.

    15 votes
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  6. Refresh button on the main Case View Interface

    Please add a "Refresh" button to the main case view interface.

    In an environment where multiple agents can pick up and make changes to the same ticket, it would be useful to be able to refresh your view of the case to make sure the latest update has been loaded. To the best of my knowledge, the only way to do this at present is either to close the case window and reopen or pressing the save button and run the risk losing your changes.

    6 votes
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  7. Copying Opportunities - Deselect 'stage'

    When copying an opportunity, it copies across information including dates, financial info, contacts and stage.

    There are options to not copy across notes, activities, people, organisations, transactions and recent items. The stage is always copied across.

    Our users are unable to downgrade opportunities to previous stages.

    This means that when users try to copy an opportunity and then (because it’s a new opportunity), change the stage back to 0, the system prevents it.

    The solution: Add an option in the copy across menu to deselect ‘stage’

    1 vote
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. Tiered approval process

    Use case: quotations or orders over a certain value, below a margin level or putting a customer over their credit limit will require approval based on the delegated financial authority of relevant sales/finance manager(s).

    10 votes
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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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Workbooks Enhancements & Suggestions

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