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. Mailshots & Campaigns - support 'opt-in' as well as 'unsubscribe'

    At the moment when you send a campaign mailshot, you can include an 'unsubscribe' page which allows people to unsubscribe from all future mail, or from individual campaigns which they've already received email from.

    We'd like to extend this so you could include future possible campaign mailshots on the same page, allowing opt-in as well.

    eg: You run one general 'Newsletter' mailshot to all customers, but use that page to allow them to opt into more specific campaign newsletters on sub-topics if they wish to.
    Or a one-off campaign mailshot after an exhibition to new leads allows people to opt…

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Extend the group paradigm to all objects.

    Segmenting is key. This is true for contacts (advisors, clients, employees, geographic area, industrial sector, type of services...) but also projects (clients, internal, marketing, cases, HR) etc. Self-populating groups (smart lists) with drag & drop with self-tagging (the item once moved to the list is updated with the list's attributes). Whether you are a small business owner or a mid management director in a large corp, you should have more than one type of project and one type of contacts...

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. PSA / PPM extension

    For professional services, the performance of the service is the first marketing campaign. Furthermore, service delivery may involve a network of stakeholder, supplier, advisors, shoppers, clients, team members... For a professional service firm, it is therefore critical to be able to integrate its service delivery system to its marketing ecosystem. At least a connector to PPM leaders. This is the only reason I cannot switch to Workbooks.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Unified project management tool (cases, campaign, post-sale service management)


    • A case is a project linked to a service or item purchased by a customer -- it is linked to an account and require actions to achieve an outcome by a certain deadline. This action may require document sharing, access to knowledge base, communication with team members...


    • A campaign is a project linked to a service or item to be purchased by a costumer...


    • A service is a project linked to a contract with a customer...


    Those are project items that shares common characteristics. They can be segregated under different view or layout but at their core they are identical…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tasks completion in Outlook Connector - effectively a mobile version

    By allowing completion and follow on of tasks synced with the Outlook Connector, one creates a mobile version of Workbooks using Push Email, without requiring a mobile app.

    This also allows for offline working within Outlook

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Journal Entry

    I use Journal Entries in Outlook to record phone calls etc. It would be good if I could add a Journal entry to Workbooks through the synchronisation.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Report based on Campaign Status

    In the Campaign window, it would be quite beneficial if a report could be created by clicking on a Member status under that tab, whether system-set or custom. That way, one could see only the members of a particular status.

    3 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  8. Adding recipients when sending quotations or order acknowledgements

    At present when you send a completed quotation to a customer you have to select the recipient from the list of the entire database. Can this list be filled with the names of the 'people' associated with the relevant record (opportunity. quotation etc)

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Simple Stock Control

    on product page ability to add a stock number, when order is raised it automatically takes it out of stock.

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Zeroes in Months

    It's a little irritating having to enter the 0 for months 1 to 9. And it's lazy programming to boot. Can I ask the developers to be a little more user friendly and stick the 0 in where appropriate?

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    planned  ·  Keith Evans responded

    Brian,

    Thanks for highlighting this issue. Yes, the date widget can be improved. This is raised with the Development Team and we’ll notify you when this issue is resolved.

    Note: Reference numbers: CASE-2795 / #4356

    Keith

  11. Time Spent on Cases

    I have a requirement to monitor how much time is being spent working on cases.

    I'd like to see stopwatch functionality on the main Case form that allows users to click start when they work on a case (whether that me typing an email or replicating a problem, conference calls with customers etc) and a stop button when they have finished. The timer should resume from when it was last stopped so we can see a running total amount of time spent.

    The timer doesn't need to have a realtime display. Simply logging the time/date when the start and stop…

    53 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  12. Timesheet

    It would be really beneficial for us to get visibility in Workbooks of the utilisation of our consultants, our average daily rates, the projects each consultant is spending their time on etc. An integrated timesheet functionality would save us tons of time.

    14 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Some of our customer already use the activity functionality in Workbooks to track time utilisation. This is normally achieved by adding meeting activity to either an order or a case and then using the start and end times to calculate the time delivered.

    It is then possible to write a report which add together all the time delivered against a specific case or order.

    We recognise this isn’t as elegant as a time sheet, so we will keep the timesheeting requirement under review.

  13. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add parameter to control default typeface (font family) & size used for emails, activities & notes

    This would allow companies to bring their communications (primarily emails) inline with their corporate standards e.g. Arial 10pt

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Inline Edit on the list pages (Allow data edit in Landing Pages to avoid the need to open, edit, save & close, repeat...)

    When you have a list of objects, allow editing of values in the displayed columns. Especially tickboxes and dropdown fields. (I think this is already supported for line items on quotations)

    45 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Implement a non-working day calendar, primarily to make case reporting easier

    A non-working day calendar would automatically have weekends and UK bank holidays marked as non-working days. Each day in the calendar would have a flag with suitable values. Something along the lines of 0 - (working day), 1 - weekend (non-working day), 2 - public holiday (non working day). When you create a case report you can easily exclude working days by using a criteria that says "working day = 0".

    0 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reporting parameters (Prompt users for values when they run a report)

    You currently have to edit a report's criteria if you want to use different criteria e.g. a report may be called This Month's New Sales Leads, but you may want to also include the Sales Leads that were created last month.
    It would be great if you could specify whether or not a report's definition is "fixed", or can be fed parameters when it's run. e.g. run a report that finds records between date a and date b.

    38 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 2FA Integration with Workbooks please?

    We are undergoing ISO27001 security audit for small businesses and there is a requirement should we use web-based applications to be secured using two-factor authentication. We would hope to fulfill this by the end of September and our vendor is quite keen to use us/Workbooks as a case study on their site promoting this. Interested?

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    Hi Lorna,

    As discussed, we’re familiar with ISO27001:

    The standard doesn’t define which technology or approach you take to security – but does dictate that you have a framework for identifying and assessing risk, then subsequently have an approach to either accept the risk level as satisfactory or take steps to mitigate the risks identified.

    We already have the capability to implement two factor authentication for you if you require it.

    We can lockdown access to Workbooks from known IP addresses and that coupled with your user authentication credentials should provide suitable two factor authentication. The IP address authentication capability hasn’t been put into the GUI yet. Please contact support if you’d like us to lockdown Workbooks to a set of IP addresses please.

    We are open to other forms of two factor authentication and will consider them in future.

  20. When assigning an organisation to someone

    To save duplication it would be great if when you get assigned an organisation workbooks automatically links you to any opportunities for that organisation.

    Also when you create an opportunity that it would automatically enter all people from the organisation and any other previous organisation notes.

    20 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    We will review this issue in due course. Initial thoughts: Any changes to the way in which the “Assigned to” functionality works need to be carefully considered because there may be unforeseen knock-on effects. Additionally not all Workbooks customers use this functionality in the same way e.g. Just because an Organisation is being assigned to a different user, should all opportunities be re-assigned? If multiple sales people sell multiple times to the same organisation there may be multiple ongoing and historical opportunities that need to be assigned to different people.

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