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.
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
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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