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. Snap feature for automatic resizing of record type windows (Opp, Task, Person, Company Etc)

    Similar to Microsoft Windows 7,8 & 10.

    it would allow you to snap workbooks record type windows to automatically fill the available space, for quick and easy side by side viewing.

    5 votes
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  2. Clone a product

    Would like to have the ability to clone a product rather than have to create a new or import them each time.

    Scenario is that I have 1 product that works well so I now want to add 9 more that are similar. I didn't import the single one so there's no profile I could use again.

    Why can't I select from the products list and clone it?

    1 vote
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  3. Marketing Course

    There are a lot of marketing options that can be used within Workbooks and there needs to be a course to support this.

    1 vote
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  4. 3 votes
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  5. Easy archiving facility

    Automated archiving to reduce storage usage.

    7 votes
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  6. Automaticly close event marketing campaign when maximum capacity for event is reached

    I use marketing campaigns to manage event registration through an integrated portal on our website.

    It would be great if you could enter the maximum capacity of the event so that it would automatically close when this number is reached as I have to monitor this daily.

    3 votes
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  7. Notification/alert on record change.

    Add the option to be alerted/notified when a record is changed/saved. For example, receive and alert when a case record is changed. This could be similar to the 'Watch' feature, but the user don't have to go and look for a changed record, a message will notify the user that the record was changed.

    1 vote
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  8. Supplier order button on Organisation's Transaction Tab or on Start Menu under New

    We often have to create multiple Supplier Orders for different suppliers that relate to an order for a specific Organisation. On the Transaction tab there are buttons for new Customer Quotations, Invoices, Contracts but not for Supplier Orders which means we need to go into the Start menu then Finance to Supplier Orders. If they could be in the Start menu under New that would be great but there are currently too many clicks to get to a Supplier Order!

    1 vote
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  9. 7 votes
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  10. It would be useful if you could optionally add subtotals to the report details page.

    To have an option to include a sub total on the details page. I have a requirement where I print expenses awaiting payment and I have a details page and a summary page for creating bank payments. It would be good to have the ability to print the subtotal so that we can see the associated details making up the summary total

    1 vote
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  11. Convert Email to Contact and Covert Email to Opportunity

    It would be nice to be able to convert an email I receive in my outlook to contact and/or opportunity straight through outlook connector. Other software packages already offer this.

    4 votes
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  12. Include the ability to add double opt-in when people subscribe to email marketing

    we use Workbooks for email marketing and I know you are currently working on your own email visual builder similar to Mailchimp and others, which is great news. At the moment we use a combination of the Workbooks CRM (because it is so good) and the Mailchimp integration to send emails. We use Workbooks' Web to Lead form to capture new sign ups, however it is best practice to enable double opt in when people sign up to email marketing, and at present this isn't possible within Workbooks.

    So this would probably involve a triggered email that gets sent upon…

    19 votes
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  13. Pick List option in the Subject box after selecting schedule an Activity

    To be able to add a pick list (and text) in the subject box after pressing to record or schedule a task/email/telephone activity, we use the same things each time e.g. Need to call back, Follow up call, Call back in 6 months etc

    1 vote
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  14. Ability to create a postal address label direct from the PERSON record

    When sending a parcel or letter we would like to look up the contact to ensure we have the correct details and then want to print off an address label (or export to allow a mail merge).

    4 votes
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  15. Ability to change currency at quotation, order and invoice stages

    We have a number of customers who return at the point of sale to ask for a amended order in a different currency. As we cannot delete or amend the existing quote or invoice we are forced to 'scrub' it as best we can and then alter the currency from the existing opportunity, creating a new quote and resulting invoice. This process is time consuming and messy and could easily be avoided if currency could be converted at any stage

    16 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We already have this option available on Opportunities, so we will look to replicate this on the other Transaction Documents in a future release.

    For now, it might be an idea to create a custom field on your Quotes/Invoices that stores the status of the document, e.g. ‘Rejected – currency change required’. This would make it easier to exclude the documents from your Reports and Landing Pages, meaning you do not have to ‘scrub’ the document, but simply change the status and create a new one.

  16. Allow conditional styling directly at field level rather than having to create styled reports

    Allow styling directly at field level rather than having to write a separate report and apply styling via a calculated column

    3 votes
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  17. Please Include Reports in Recent Items

    Work with Reports a lot - would be really good to include in the Recent Items list - would save a lot of time.

    1 vote
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  18. Page returns to previous place when a change has been made

    When making a change to a long list (Campaign Members for instance) it would be very helpful if the list returned to its previous position after refreshing - rather than returning to the top

    3 votes
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    Hopefully we will be able to remove the requirement for this when we add editable grids, so that you can amend records in line from the Landing Page (or Campaign Members tab for example) rather than having to open and save each record individually.

  19. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Could you please give us a bit more information about how you would like to use this functionality? Depending on your requirements this might already be possible

  20. Ability to transfer configuration changes between databases

    We would like the ability to duplicate data between our Demo database which we use for confirming customisation configuration before we implement them into our live, which is quiet time consuming as we end up create the same changes twice.
    What would be good is to be able to select a specific landing page within our demo database & sync with our live database.

    37 votes
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