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. Time Saving Ideas for Cases

    There are a number of areas where a support engineer can do the same job in less clicks if Workbooks runs slightly differently

    a) Make it possible to set a default FROM address when using cases so that responses come back (for example) to a generic role address that is punted into Workbooks - like support@... or info@...., something user specified of course.

    b) When sending a mail to a customer you can do this from the Cases Main tab or using the Cases Email tab. If you select Blank Mail you get a different email as the one from…

    14 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 Organisations
    Delete…

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Introduce language pack

    All user interface of Workbooks is in English. Is it possible to introduce a 'language pack' to be able to set the language to another, depending on a setting in the user's preferences? (similar to the locale functionality of Windows)

    If introduced, I am willing to assist on the Dutch translation.

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

    This feature is currently being developed by our engineering team for French, German and Spanish and we hope to release it shortly.

    If others would like a Dutch translation, please do let us know.

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Workbooks Enhancements & Suggestions

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