From time to time we need to link emails to Customer Contracts within Workbooks. It would be very useful to be able to do this from the WESS integration in Outlook like you can for Opportunities, Organisations, People etc.

When adding to the Dashboard have the new item appear last instead of first.

Autosize the last column instead of the first for reports at all stages (including viewing preview when building the report). Also in anything else where autosize occurs.

Is it possible to wrap text on report column headers? If not could this be looked at as an enhancement request as it would really help my firm with reports that are shared via dashboards etc

I'm receiving lots of SPAM from fake Web to Leads forms (they are not generated on my website).
Would be great to add a domain name white list to limit website from which these forms could be sent from. Many thanks !

When adding new views to existing reports, it would be really useful if we could re-order them - perhaps by dragging and dropping them in report edit mode.

Currently if I want to re-order the views the work-around seems to be rebuilding the report from scratch, in the specific sequence of tab views I need, in order to make the report flow coherently.

When entering details onto WB, Chrome (un)helpfully suggests my own address details when adding new customer details. Workaround of a separate google profile sounded good, but whenever you click a link in WB, it then opens Chrome under the name of the separate Google account. It appears that as developers, WB may be able to write a script to prevent auto-fill - to me this sounds good and indeed I cant think of many instances when autofill of the CRM users' own data would be helpful when using WB.

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.