One can mark many objects as being Watched but there is no single place to see all your watched objects at once. You have to go to each area (Cases, Activities, Opportunities etc) to see those of that particular type.

It would be very useful to be able to look at all of the Watched items in a single place - especially for managerial types.

We would like to add meetings - normal appoints and recurring meetings to Workbooks via the WOA. Also, if this could add the attendees, it would be great. It could flag attendees who are already not present in the CRM, hence enabling users to add the newly found people.

It is desired to have the ability to create multiselect Picklists based on reports, resulting in the multiselect picklist being dynamic. I.e. when the report is being updated (automatically) it would result in new values being added to the multiselect picklist.

Add the ability to create two-way relationships (related items) for tasks and meetings; In some instances Related items only works as a one-way, relationship. Take the following example, I Relate ‘Task 1’ to ‘Meeting 1’, which results in ‘Meeting 1’ appearing as a Related Item on ‘Activity 1’, and not vice versa. In this instance it would be nice if the related item worked two-way and not just one-way.

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.

Currently two people could be working on the same record at the same time. When saving one person will lose all the changes he has made. This is really annoying and we waste a lots of time on it. Most of the CRM systems deal with this issue. Workbooks does not offer a solution for this and would appreciate if this could be looked into.

While copying an existing LIVE database, the user should have the ability to delete things like audits, records, etc... made after a curtain date so that the NEW database has only records made AFTER a curtain point, but the LIVE database retains all record types. (removes storage limitations so a user can copy more databases over without buying more storage)

Please add a "Refresh" button to the main case view interface.

In an environment where multiple agents can pick up and make changes to the same ticket, it would be useful to be able to refresh your view of the case to make sure the latest update has been loaded. To the best of my knowledge, the only way to do this at present is either to close the case window and reopen or pressing the save button and run the risk losing your changes.

A one way sync of Workbooks people,opportunities and leads to Google Contacts, probably sync automatically

A desired feature would be to send a confirmation email (to acknowledged that the case has been raised) to the person who raised a the case via the case portal.

We have field staff/subcontractors and would like the functionality to be able to assign jobs to them and schedule the jobs for example, some jobs are one time jobs, some are weekly, some every two weeks,etc. Linked to this would be the ability to calculate how much to pay the subcontractors/staff after the jobs has been marked as complete in the system. So in a nutshell, we would like to see scheduling and payroll functionality if possible. Thanks.

The Opportunity Lines can only be entered in the currency of the opportunity however, most products are purchased in USD or Euro's. We would like the user to be able to select the currency of the unit cost and for Workbooks to convert the price into the Currency of the Opportunity using the Exchange Rates in the system.

We require a facility to be able to copy or add multiple lines on Opportunities.

Currently, the links to email attachments are placed at the bottom of the dialog box showing emails and as such are easily missed.

It would be great to see attachment links moved to just above the message body and use icons to make these more visible.

I'd also like to see inline attachments supported.

Copy an existing user, when setting up a new user, who do the same job. It would save a lot of time when setting up security/capabilities etc.

In order to get a better idea of margins against sales opportunities for the sales pipeline, it would be beneficial to have a field on the "Line Items" where a cost can be entered to allow analysis. This is not possible unless all product lines are entered into the product book portfolio with set costs assigned.

Where the opportunity is made up from a vast number of product lines it would be more appropriate to use a LOT sum based on a sales price and a cost price thus illustrating a profit margin.

Currently it is not possible to sort Opportunity Lines we require the facility to be able to do this on the Headings on the Opportunity Line screen.