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. 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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  2. 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.

    13 votes
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  3. 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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  4. 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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  5. 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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  6. 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!

    2 votes
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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.

    16 votes
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  15. 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.

    16 votes
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  16. 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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  17. 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.

    7 votes
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  18. 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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  19. 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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  20. 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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