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. Mail merge

    I would like to merge names, job titles, companies and addresses into Word documents so I can write letters to multiple recipients quickly and easily without the rigmarole of exporting to excel and then mail merging from that.

    75 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Drag and Drop Layout Editing

    The current method of arranging items in a custom layout, is cumbersome and far too time consuming.

    Using drag and drop javascript functions would be much more efficient and helpful in order to try out layouts quickly. Also the 'View' checkbox could be made interactive rather than having to open up the dialog box.

    60 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Auto Refresh For Specific Window

    To have a configurable setting next to the manual refresh button in the bottom of the cases window that will have AUTO REFRESH. So setting the feature to on and the interval to to 30 will automatically refresh that specific window (being cases queue) every 30 seconds.

    58 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    54 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  5. See all 'Watched' items

    One can mark many objects as being Watched but there is no single place to see all your watched objects at once. You have to go to each area (Cases, Activities, Opportunities etc) to see those of that particular type.

    It would be very useful to be able to look at all of the Watched items in a single place - especially for managerial types.

    51 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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)

    47 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add ability to sync to more than one Mailchimp list

    At present the Mailchimp API only allows synchronisation with one list in Mailchimp (and, therefore, 60 groups).

    However, this means that anyone who unsubscribes from that list will be excluded from all future emails we send out to the same list. While this works fine for marketing messages, we still need to email our members and customers with non-commercial messages about services they have paid for. Therefore, much of this will have to be handled manually or by bypassing the API altogether and importing lists into Mailchimp outside of Workbooks.

    So if we were able to sync with multiple lists…

    34 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add a Funnel Chart option

    Add a funnel chart / diagram option to show sales pipeline overview. This will really help get an idea of where the sales pipeline is healthy, and where more leads/opportunities are required.
    At present, the easiest way to achieve this is to create a report that outputs 2 columns, one for the stage/status, and the second for the data/values, then export to Microsoft Excel and use the built-in Funnel chart options.
    It would be great if this was added to Workbooks so that it could be used for a chart option and used on a Dashboard. This would save the…

    29 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

  12. 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

    19 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.

  13. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to sync [synchronise] database for offline use on mobile devices

    We want to have the ability to use WorkBooks on mobile devices where there is poor or no service available for mobile devices. Effectively this would involve a synced [synchronised] version of the database on the mobile device app which could be accessed in an offline mode and could be updated as required in this state. On gaining either a WiFi or network data connection the database changes would be synchronised with the master database. Our staff are unable to use WorkBooks where there isn't a reliable data connection and so the product becomes unusable.

    19 votes
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    acknowledged  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tool Tip for Fields

    It would be nice to have a rollover icon "?" ability next to fields so that when a user scrolls over the field name they would be able to view a brief description of the purpose of the field. This would be helpful so that users don't have to ask or refer back to an instruction manual on what the purpose of their custom field is!

    18 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. When searching in WB - use "Contains" rather than Starts with?

    A desired feature would be to use "Contains" rather than "Starts with" as a search criteria (such as when adding an employer to a people record). It could be added as an organisational preference.

    15 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Single sign-on user authentication

    Enable workbooks accounts to use existing corporate usernames and passwords via Active Directory/LDAP integration or other protocols (SAML 2.0, ADFS 2...)

    15 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Two-way relationship for Tasks and Meetings (related items)

    Add the ability to create two-way relationships (related items) for tasks and meetings; In some instances Related items only works as a one-way, relationship. Take the following example, I Relate ‘Task 1’ to ‘Meeting 1’, which results in ‘Meeting 1’ appearing as a Related Item on ‘Activity 1’, and not vice versa. In this instance it would be nice if the related item worked two-way and not just one-way.

    15 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  20. Multiselect Picklist based on a report

    It is desired to have the ability to create multiselect Picklists based on reports, resulting in the multiselect picklist being dynamic. I.e. when the report is being updated (automatically) it would result in new values being added to the multiselect picklist.

    15 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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