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.

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  1. Better logical searching

    We still have a very basic ability to search for people.

    We would need to be able to do like I can do with the Workbooks API, for example:

    WHERE `firstname` STARTS WITH 'J'
    AND `job_title` CONTAINS 'manager'
    OR `job_title` CONTAINS 'Marketing'
    OR `job_title` CONTAINS 'Senior'

    We only have 2 types currently, gluing all queries with OR, or AND, not mixed.

    I would like to be able to drill into a specific group of people to market too.

    81 votes
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      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Add JPEG (and potentially PDF) files direct to Opportunity records without having to go via the Upload Library

      Our Quotes and some customer documentation are generated within Workbooks. However, if we need to embed an image or datasheet we have to:
      1) Convert to JPEG
      2) Add to Upload Library
      3) Create a note within the Opportunity record
      4) Select the image saved in that note in the corresponding field within the Opportunity record
      We would welcome a way that browse function could be associated with our Opportunity field that allowed us to just upload from our B:Drive straight to the relevant field.

      21 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →

        Good news: in the forthcoming release of Workbooks, currently in development, we will be adding two new custom field types: File Field and Image Field. We will also be adding a Files tab to most of the main record types that do not already have such a tab (it will be hidden by default and you can reveal it using a custom page layout).

      • 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 →
        • 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 →
          • 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.

            • Type ahead in multi-select picklists

              When using multi-select picklists you are unable to type ahead to get a shortlist of the list. You can do this for single value picklists. If we had the ability to type ahead on multi-select picklists this would provide a more consistent behaviour and save time having to scroll potentially long lists to multi-select values.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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              Workbooks Enhancements & Suggestions

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