Ability to show UK bank holidays in Calendar views

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

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

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.

It would be nice if you could collapse/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.

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

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  

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.

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.

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

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.

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!

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

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.

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

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.