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. 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…

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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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