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. 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 →
  3. 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 →
  4. 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 →
  5. 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.

  6. 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.

  7. Preventing Deletions

    It is not possible to easily prevent users from deleting records within workbooks with out having the advanced security module.

    1. CRM systems usually have the ability to prevent deletion included
    2. There seems to be a gap in the system for the following Capabilities...

    Delete Cases
    Delete Customer Contracts
    Delete Customer Contract Line Items
    Delete Customer Credit Notes
    Delete Credit Note Line Items
    Delete Customer Invoices
    Delete Customer Invoice Line Items
    Delete Customer Orders
    Delete Customer Order Line Items
    Delete Customer Quotations
    Delete Customer Quotation Line Items
    Delete Marketing Campaigns
    Delete Meetings
    Delete Opportunities
    Delete Opportunity Line Items
    Delete…

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Luke,

    Thanks for taking the time to raise this idea, which we’ve logged as an enhancement. We’ll keep you posted updates once Product Management and Engineering have reviewed.

  8. 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 →
  9. Ability to view the size of an attachment to an email

    It would be very useful to see how large an attachment is on an email to help with database capacity / storage. This would enable any large attachments to be deleted if no longer required.

    4 votes
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create or update contact from within email.

    It would be useful when you have an email from an unknown (to workbooks) contact to be able to have an action button from the email window. You could create a new contact using the new email address, or linking it to an existing contact.

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

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Workbooks Enhancements & Suggestions

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