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.41 votes
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.20 votes
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.
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
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.
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 invoices4 votes
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
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
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.
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 etc1 vote
This is a good suggestion. We will look at how feasible it is to implement
When in any of these number fields, is it possible for the cursor to automatically highlight the whole number so that we can input straight away? Currently the cursor starts at the right of the 0.00 and we have to move it or delete the 0.00 in order to input a number... As we input lots of numbers it is quite a pain at the moment... thanks1 vote
Thank you for your query, we have raised this with our engineering team, as a future enhancement.
It would be useful to have the option of giving users rights to export on only specified reports or landing pages without giving them export capability on the whole record type e.g. exporting tables or graphs1 vote
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