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. Ability to download contact records/meetings from the mobile web app.

    Having tinkered with the mobile app in the field now for several weeks, I feel that being able to enter meetings and contacts and then downloading them to your devise would be advantageous, as this would eliminate haing to enter the details twice and mean that all can be done without login on to the desktop app.

    Although there is a download meeting to calendar button, this doesn't work on iOS devs.

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  2. Creating an activity when a field is a date.

    We need to create activities during the sales cycle which are defined at the start of the cycle. Currently this involves accessing the acvtiviies tab and creating indivual activities and either writing down the dates and other information or going back and forward between the main screen and activity screen to get the details. It could be as simple as a 'create activity' button available beside the date field which lanched the activity screen and pre-populated the date.

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  3. 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

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  4. Formula Builder in Templates

    I would like to be able to use conditional statement plus other common functions when creating templates. Currently, we are able to add object fields from related records. It would be good to have additional functionality similar to the formula builder that is available in reports. This would allow us to add functions like IF, CASE, CONCAT, ROUND, ADDDATE and so on.

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    acknowledged  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Link Evernote notes to notes TAB

    Having just rolled out iPads to our field sales force, it would be great to have a means of linking notes made in Evernote and linking directly to meeting, opportunity, person or organisation records.

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  6. Deleting attachments in e-mails

    To comply with GDPR, we need to be able to delete attachments containing personal data from e-mails uploaded via Outlook Connector. At present we would have to locate and delete the whole e-mail even if we have permission to process that data. Being able to delete attachments based on the data of the e-mail (either calendar date or "items older than X years old").

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  7. 'In between' operator for date ranges

    It would be really useful if we had an 'in between' operator when using date ranges within reports. As at the moment the only way of limiting to a specific time frame is by using a combination of 'on or after' and 'on or before'. Is this something that is in the pipeline ?

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  8. ical

    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  

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  9. FORMS - Tabulating fields in forms

    It would be ideal to be able to fit 2 or more field horizontally to be able to view more information in a form:

    example: Telephone - Fax Number
    Also
    example 2: Checkbox - textbox with additinal info

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  10. Ability to add new activity while on the calendar view

    While viewing activities from the calendar view, have the ability to click on a day and add a new activity

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  11. Improve switching Employer process & way Workbooks handles people who work for more than one Organisation

    At present if a Person is employed by more than one Organisation and you want to change the 'primary' Employer field in the Person Main tab, you do not have an option to say 'continues to be’ or ‘is also employed by' the original Org (which is very often the case). The system assumes you have either made a mistake (by originally allocating them to the first Org) or they have now left it for the second one. Either of these options will mark the former Organisation as one they used to work for (ie. the Person becomes ‘Ex-employee of’…

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  12. GMail Addon

    It would be good to user the new G Suite ( GMail Addons ) for showing data related to the user, who's email that you are viewing. For Example, a sales user, would when opening an email from a user see address, phone number in the Addon. They could also see that they have a task to set up a meeting.

    There is form dev level info here https://developers.google.com/gmail/add-ons/

    I have done a POC, and I can get data from the api using appscript, via an api_key. When I have time I will work on it a bit more.
    I…

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  13. Allow WOC to synchronise items that you create in Outlook for somebody else's calendar

    Currently, in Outlook, if you create a calendar item in somebody's calendar, you are unable to synchronise this into Workbooks using the Connector.

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  14. 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...

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  15. Remove/Change 'Add Competitor' and similar relationship Buttons

    The "Add Competitor" button on the Organisations tab of an Opportunity appears, even if the system has been adjusted to remove that relationship type.

    Ideally, these buttons should be fully customisable but at minimum, it should only should possible relationships.

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  16. 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.

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  17. Import Options -

    Import Options - As a business we have two types of import mappings depending on whether it is a new quote or editing a existing quote, it would be good if you could name your mappings rather then using a existing mapping

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  18. 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?

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    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.

  19. Chart ALL rows of a report

    Currently when you create a report in Workbooks you are shown the first n rows of data, where n is the value set in your 'Lists' preference. If you chart the report either for a standalone chart or for inclusion in a dashboard then you will ONLY see n values in your report.

    If you report has more than the default value of 'Lists' you will NOT see the data on your chart from the additional rows. So yes you can alter your preference but if the chart is redrawn by another user with a different preference value, or the…

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  20. Report on Dropbox emails

    Be able to create a report on emails stored on Workbooks that enables you to bulk delete any extraneous emails that are not assigned to contacts within the system.

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