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. 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 →
  2. 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 →
  3. 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 →
  4. 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…

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. Easy archiving facility

    Automated archiving to reduce storage usage.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Tasks completion in Outlook Connector - effectively a mobile version

    By allowing completion and follow on of tasks synced with the Outlook Connector, one creates a mobile version of Workbooks using Push Email, without requiring a mobile app.

    This also allows for offline working within Outlook

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Scheduled Processes Repeating Quarterly

    Add the ability to run scheduled processes quarterly, starting at an arbitrary date (rather than just first or last like monthly).

    6 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. bank reconciliation

    Maybe i am running away with my mind a bit here but just thought a bank reconciliation feature would be a very useful additional.It will minimise having to manually enter payments and the risk of error. i know there are seperate accounting packages that do this.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Login as

    Give System Administrator's the ability to login as any user. The user could either grant access (for a given period of time) and/or there could be a capability that enabled Sys. Admins to search for a user and login as them. This would help test functionality, permissions etc

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. A one way sync of Workbooks contacts

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

    6 votes
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    2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make actual picklist values selectable from a list, rather than have to type the value

    In filters and reporting criteria, it would be much nicer if you could select picklist values rather than have to manually type. Basically, very similar functionality to the filters functionality in Microsoft Excel.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is a good idea, and would also help to reduce the risk of reports breaking when picklist values are changed or deleted. We will consider adding this into a future release.

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Workbooks Enhancements & Suggestions

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