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. Print Dashboards & Graphs

    It would be useful to be able to print/copy graphs from reports and dashboards.

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

    39 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

  4. 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.

    21 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.

  5. Link Between Related Items and Primary Contact in an Activity

    When I add a primary contact they autiomatically became a related item - that is a good feature.

    But, if I change the primary contact for an activity the original primary contact is then removed as a related item when I click save, that is not a good feature!

    An individual is still likely to be related to the activity and it should only ever be the users decision to decide to remove information as no longer being relevant/related to a particular activity.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Order Line - Order Fulfilment

    In addition to managing your term contract fulfilment and billing commitments, managing your day to day orders and tracking the status of deliveries of each of the order components can prove to be very onerous. We are therefore proposing to add order fulfilment functionality to provide:

    • Order and order line status tracking
    • Order line quantity tracking - in terms of delivery and invoicing
    • Order line invoice tracking – order lines may appear in multiple invoices

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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