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. Drag and Drop Layout Editing

    The current method of arranging items in a custom layout, is cumbersome and far too time consuming.

    Using drag and drop javascript functions would be much more efficient and helpful in order to try out layouts quickly. Also the 'View' checkbox could be made interactive rather than having to open up the dialog box.

    60 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Time Spent on Cases

    I have a requirement to monitor how much time is being spent working on cases.

    I'd like to see stopwatch functionality on the main Case form that allows users to click start when they work on a case (whether that me typing an email or replicating a problem, conference calls with customers etc) and a stop button when they have finished. The timer should resume from when it was last stopped so we can see a running total amount of time spent.

    The timer doesn't need to have a realtime display. Simply logging the time/date when the start and stop…

    54 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to transfer configuration changes between databases

    We would like the ability to duplicate data between our Demo database which we use for confirming customisation configuration before we implement them into our live, which is quiet time consuming as we end up create the same changes twice.
    What would be good is to be able to select a specific landing page within our demo database & sync with our live database.

    37 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add ability to sync to more than one Mailchimp list

    At present the Mailchimp API only allows synchronisation with one list in Mailchimp (and, therefore, 60 groups).

    However, this means that anyone who unsubscribes from that list will be excluded from all future emails we send out to the same list. While this works fine for marketing messages, we still need to email our members and customers with non-commercial messages about services they have paid for. Therefore, much of this will have to be handled manually or by bypassing the API altogether and importing lists into Mailchimp outside of Workbooks.

    So if we were able to sync with multiple lists…

    34 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a Funnel Chart option

    Add a funnel chart / diagram option to show sales pipeline overview. This will really help get an idea of where the sales pipeline is healthy, and where more leads/opportunities are required.
    At present, the easiest way to achieve this is to create a report that outputs 2 columns, one for the stage/status, and the second for the data/values, then export to Microsoft Excel and use the built-in Funnel chart options.
    It would be great if this was added to Workbooks so that it could be used for a chart option and used on a Dashboard. This would save the…

    29 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to sync [synchronise] database for offline use on mobile devices

    We want to have the ability to use WorkBooks on mobile devices where there is poor or no service available for mobile devices. Effectively this would involve a synced [synchronised] version of the database on the mobile device app which could be accessed in an offline mode and could be updated as required in this state. On gaining either a WiFi or network data connection the database changes would be synchronised with the master database. Our staff are unable to use WorkBooks where there isn't a reliable data connection and so the product becomes unusable.

    19 votes
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    acknowledged  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Enter Filter criteria (e.g. date range) on Summary view of a report to apply to the Detail view driving the report

    Similar to the idea to allow filtering on date criteria (e.g. this month/last month etc) but extend to allow user to apply filters on the report Summary views which are then applied to the Detail view driving the report. E.g. Detail view might contain all order line items for orders placed - Summary view shows Totals by Product Category by Customer. Would like to be able to apply a filter on the Summary view to restrict the data set to just this month or just a set of Customers etc.
    Would be really nice if you could define parameters to…

    12 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to hide / remove the rich text buttons

    In layouts, the rich text buttons take up a large amount of room - It would be a good idea to add an option to remove or hide the buttons.
    Perhaps a collapsible option.
    Also with the option to have them collapsed by default if required.

    12 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to create a postal address label direct from the PERSON record

    When sending a parcel or letter we would like to look up the contact to ensure we have the correct details and then want to print off an address label (or export to allow a mail merge).

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Address API

    In building an integration kit to work with workbooks apis I have noticed a need to import/export multiple addresses for organizations and people. As it is set up at the moment we can only utilize the API to grab the "Main Contact Details". However in practice it is necessary to have a shipping address, a billing address and possibly a contact address at the very minimum, if not multiple addresses in cases of large companies with multiple warehouses, offices, etc. An Api for grabbing addresses would be invaluable.

    3 votes
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    acknowledged  ·  0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  11. Voting on Ideas is inadequate.

    You should be able to rate any idea. Because if you run out of votes and don't know how long you have to wait for a vote to come free you will not be able to express your interest in a any new ideas.
    New ideas will be handicapped and users will loose interest in this facility.
    Every user should be able to score every idea, marks out of five would be ideal.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello – unfortunately this is the way that Uservoice (the technology behind the Suggestions area) is designed to work. By allowing you ten votes which must be allocated to your favourite ideas it forces you to choose; there are a lot of great ideas on this forum but we have to work out which will get the most “bang for our buck”.

    You can reallocate your votes if you see an idea which you now think is a more valuable idea than one on which you voted previously. Also, note that Workbooks has historically addressed the top-scoring ideas and as ideas are completed those votes get returned to users so they can be allocated to other ideas.

  12. IMAP implementation.

    If there would be a way to implement IMAP, I wouldent have to loose so much time in integrating our email client through third party apps on none desktop environments. There are ways to work it well,
    I find setting up Gmail forwarding one way, but it does not work with outgoing, I have to have a separate utility (Gmails fault) to have auto Bcc. And then I have to have a separate app on my Android phone that supports bcc the dropbox address aswell (which the default gmail app does not... again)
    I hope this is something in the…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please Include Reports in Recent Items

    Work with Reports a lot - would be really good to include in the Recent Items list - would save a lot of time.

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

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