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. Visual indication when an email is shared with Workbooks

    A client recently converted from Microsoft CRM to Workbooks. They love it, however find the Outlook connector could do with some improvements:

    1. Ability to select multiple emails, and Share with WB

    If you are not 100% diligent in sharing emails when they happen, you may need to do some sharing at a later date. In WB, I have to open each email, click share, save and close. In MS CRM, I can ctrl-select all the emails I want to share, and click a button on the ribbon to share.

    2. There is no visual indication that an email is…

    14 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Timesheet

    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
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  3. 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…

    14 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to add meetings (normal and recurring) along with the meeting attendees via WOA

    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.

    13 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  5. Preventing Deletions

    It is not possible to easily prevent users from deleting records within workbooks with out having the advanced security module.

    1. CRM systems usually have the ability to prevent deletion included
    2. There seems to be a gap in the system for the following Capabilities...

    Delete Cases
    Delete Customer Contracts
    Delete Customer Contract Line Items
    Delete Customer Credit Notes
    Delete Credit Note Line Items
    Delete Customer Invoices
    Delete Customer Invoice Line Items
    Delete Customer Orders
    Delete Customer Order Line Items
    Delete Customer Quotations
    Delete Customer Quotation Line Items
    Delete Marketing Campaigns
    Delete Meetings
    Delete Opportunities
    Delete Opportunity Line Items
    Delete…

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Luke,

    Thanks for taking the time to raise this idea, which we’ve logged as an enhancement. We’ll keep you posted updates once Product Management and Engineering have reviewed.

  6. 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 →
  7. 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 →
  8. Tiered approval process

    Use case: quotations or orders over a certain value, below a margin level or putting a customer over their credit limit will require approval based on the delegated financial authority of relevant sales/finance manager(s).

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Outlook Add-in - Ability to control what fields are displayed when creating new records in Outlook (WESS)

    I would like to be able to control what fields are displayed when creating new records in outlook using the WESS outlook add-in.

    Currently only pre-determined fields are displayed, even if they are 'turned off' in the live CRM. We would also like the ability to add some of our custom fields.

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to select individual records in landing pages

    When prospecting or building a list, I would like to set a filter, say businesses in London. Then I want to look at the data, select 10 records from a page, and add them to a campaign.

    In the same way that it is already implemented in Licences and Modules, on the Modules tab.

    At the moment the only way to do this is one-by-one.

    10 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. A view selector for tabs

    I implemented a record template for cases, to keep track of time spent on a project.

    I then use activities, again with a specific record template, to log the time.

    However when I look at the activities related to a case, I can only configure ONE layout for ALL record types. And the layout is not suitable for time tracking AND other activities.

    Adding a way to select a different view on the tabs would make a massive difference to the usability. When designing record templates, we should also be able to select a default view for tabs.

    9 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link Between Related Items and Primary Contact in an Activity

    When I add a primary contact they autiomatically became a related item - that is a good feature.

    But, if I change the primary contact for an activity the original primary contact is then removed as a related item when I click save, that is not a good feature!

    An individual is still likely to be related to the activity and it should only ever be the users decision to decide to remove information as no longer being relevant/related to a particular activity.

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Avoid two people working on the same record at the same time.

    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.

    9 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  14. Copy Database (deleting records and audits before copy is made) - Storage Solution

    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)

    9 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  15. Copy of User Groups

    Add ability to copy existing User Groups in order to create new (rather than changing the standard functionality).

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Save and Close

    When making changes and closing windows it would be really helpful to have an extra button to
    Save and Close as well as Discard Changes and Continue Editing. I appreciate that this is
    available on the main window but most Windows users are used to clicking the X in the corner
    to close a screen so I feel this would be a helpful feature

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Refresh button on the main Case View Interface

    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.

    7 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  18. Easy archiving facility

    Automated archiving to reduce storage usage.

    7 votes
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  19. 7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Simple Stock Control

    on product page ability to add a stock number, when order is raised it automatically takes it out of stock.

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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