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.

Please leave your suggestion or vote here ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. 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
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
    • 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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 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…

        10 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          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.

        • 10 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • 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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • 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
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                • 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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                  • 8 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Copy of User Groups

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

                      7 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Easy archiving facility

                          Automated archiving to reduce storage usage.

                          7 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 7 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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.

                              7 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Workbooks Enhancements & Suggestions

                                          Feedback and Knowledge Base