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. Create a mechanism to elect which notifications to distribute on email

    A user wants to be notified by email of important events, such as when a new lead is assigned. Switching on notifications by email works, but it swamps the user with ALL notification emails. That leads to 'noise' and missing the important emails.

    A feature to only send email notifications for specific events would be great.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to add new activity while on the calendar view

    While viewing activities from the calendar view, have the ability to click on a day and add a new activity

    1 vote
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  3. Restrict Workbooks Bulletins to Specific Users

    Add the ability to restrict who receives bulletins from Workbooks.

    Although bulletins can be very useful for admins, they may be misleading for users, particularly when referring to customised pages/views or referring to disabled/restricted features

    The bulletins tend to suggest contacting workbooks support if they have issues but in practise, it would be better for end users (and Workbooks Support) if they spoke to the Sys Admins in the first instance.

    The solution: Allow admins to restrict bulletins to them who can disseminate information to the relevant users.

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  4. FORMS - Tabulating fields in forms

    It would be ideal to be able to fit 2 or more field horizontally to be able to view more information in a form:

    example: Telephone - Fax Number
    Also
    example 2: Checkbox - textbox with additinal info

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  5. Remove/Change 'Add Competitor' and similar relationship Buttons

    The "Add Competitor" button on the Organisations tab of an Opportunity appears, even if the system has been adjusted to remove that relationship type.

    Ideally, these buttons should be fully customisable but at minimum, it should only should possible relationships.

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  6. Copying Opportunities - Deselect 'stage'

    When copying an opportunity, it copies across information including dates, financial info, contacts and stage.

    There are options to not copy across notes, activities, people, organisations, transactions and recent items. The stage is always copied across.

    Our users are unable to downgrade opportunities to previous stages.

    This means that when users try to copy an opportunity and then (because it’s a new opportunity), change the stage back to 0, the system prevents it.

    The solution: Add an option in the copy across menu to deselect ‘stage’

    1 vote
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom field linkage

    Is there a way to create custom fields for a person and have those fields automatically duplicated in the person's organization?

    At present, when we create a custom field we have to duplicate the effort of creating the same custom field information in both the people or organization page.

    In addition, since there does not appear to be any linkage between the two pages with identically created custom fields, the same information must be manually entered for the people, or organization pages, instead of automatically populating.

    Is there a solution to create a link between people and organization for the…

    1 vote
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  8. Print Reports directly from Workbooks with print options and page settings

    At the moment, you can't print a report directly from Workbooks! The only option is export the report to excel!

    Can you add an option to print reports directly from Workbooks, and the ability to set printer settings, page layout and 'fit to page' when printing, similar to the way workbooks formats schedule report emails, with word wrap.

    Thanks

    1 vote
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Event sessions not recording properly on events module for attendees

    Sub event sessions are not working properly in workbooks.

    You can't seem to book sub events and you can't see which attendees are booked on sub sessions for events!

    1 vote
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  10. Additional drop down menu to control email template list

    I know there is already a way to use categories for email templates so that certain templates can be linked with certain layouts. Customer, Cases and so on. But that can still you with a lot of email templates.

    Would it be possible to put the templates into folders first. The idea being that you click the drop down on an email and see some sub-headings. Clicking or hovering over the heading reveals a list of templates within that section.

    For example, when escalating a case you could click on send email and the menu would open. You'd then go…

    1 vote
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  11. ical

    I have added a URL field for the iCal link to the Event Form.

    We would like to insert a link to the iCal URL field (so the correct iCal URL is used for each event) of an Event begin text ("Add this event to your Outlook Calendar") on the Attendee Registered email template.

    Thanks  

    1 vote
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  12. Collapse/Hide Filters on Reports

    It would be nice if you could collapse/hide the filters on reports when not editing them

    1 vote
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  13. Mobile Device Access v Desktop

    It would be good to be able to report out in terms of the adoption of the system in terms of the volume of people accessing and making changes via the Desktop versus those doing changes via Mobile so to be able to run reporting out by user on this. It might help with adoption and also sales person adoption of the system in particular.

    1 vote
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  14. Web to leads security

    I'm receiving lots of SPAM from fake Web to Leads forms (they are not generated on my website).
    Would be great to add a domain name white list to limit website from which these forms could be sent from. Many thanks !

    1 vote
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  15. Order of Dashboard items

    When adding to the Dashboard have the new item appear last instead of first.

    1 vote
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  16. 2FA Integration with Workbooks please?

    We are undergoing ISO27001 security audit for small businesses and there is a requirement should we use web-based applications to be secured using two-factor authentication. We would hope to fulfill this by the end of September and our vendor is quite keen to use us/Workbooks as a case study on their site promoting this. Interested?

    1 vote
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    under review  ·  Keith Evans responded

    Hi Lorna,

    As discussed, we’re familiar with ISO27001:

    The standard doesn’t define which technology or approach you take to security – but does dictate that you have a framework for identifying and assessing risk, then subsequently have an approach to either accept the risk level as satisfactory or take steps to mitigate the risks identified.

    We already have the capability to implement two factor authentication for you if you require it.

    We can lockdown access to Workbooks from known IP addresses and that coupled with your user authentication credentials should provide suitable two factor authentication. The IP address authentication capability hasn’t been put into the GUI yet. Please contact support if you’d like us to lockdown Workbooks to a set of IP addresses please.

    We are open to other forms of two factor authentication and will consider them in future.

  17. Pick List option in the Subject box after selecting schedule an Activity

    To be able to add a pick list (and text) in the subject box after pressing to record or schedule a task/email/telephone activity, we use the same things each time e.g. Need to call back, Follow up call, Call back in 6 months etc

    1 vote
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  18. Highlighting numbers to speed up amendments

    When in any of these number fields, is it possible for the cursor to automatically highlight the whole number so that we can input straight away? Currently the cursor starts at the right of the 0.00 and we have to move it or delete the 0.00 in order to input a number... As we input lots of numbers it is quite a pain at the moment... thanks

    1 vote
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  19. Ability to export on specified reports or landing pages

    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 graphs

    1 vote
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    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.

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