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. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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.

  7. Intelligent To: processing in emails

    When sending emails to customers, it is quite likely that you may send 2 or more emails to a customer to update them before the customer sends a reply.

    But if the last mail was sent by us, when you click on that last email sent and then select reply, the system will automatically populate the To: field with our sending address rather than the address of the customer. This is silly!

    You can get around this by selecting 'Reply To All' and then deleting the address associated with us but it would be much more sensible if the default…

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  8. Send confirmation email, when raising a case through case portal.

    A desired feature would be to send a confirmation email (to acknowledged that the case has been raised) to the person who raised a the case via the case portal.

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  9. Job scheduling and payroll

    We have field staff/subcontractors and would like the functionality to be able to assign jobs to them and schedule the jobs for example, some jobs are one time jobs, some are weekly, some every two weeks,etc. Linked to this would be the ability to calculate how much to pay the subcontractors/staff after the jobs has been marked as complete in the system. So in a nutshell, we would like to see scheduling and payroll functionality if possible. Thanks.

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  10. Copy Document functionality on Product

    Ability for users to be able to copy products to allow for new year pricing

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding a function to check for duplicates across record types (e.g. System to warn of duplicate Sales Lead or Person)

    Currently, you can only check for duplicates within the same record type e.g. sales leads against sales leads. However, if you import a new sales lead list, there is no way to check for duplicates in existing people records or vice versa. It would be good to have a system in which duplicates can be identified across all entries.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Clearbooks

    Would be great if there was a link between Workbooks and Clearbooks!

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Snap feature for automatic resizing of record type windows (Opp, Task, Person, Company Etc)

    Similar to Microsoft Windows 7,8 & 10.

    it would allow you to snap workbooks record type windows to automatically fill the available space, for quick and easy side by side viewing.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Opportunity Lines - The Unit Price & The Unit Cost could be in different currencies.

    The Opportunity Lines can only be entered in the currency of the opportunity however, most products are purchased in USD or Euro's. We would like the user to be able to select the currency of the unit cost and for Workbooks to convert the price into the Currency of the Opportunity using the Exchange Rates in the system.

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  15. Unified project management tool (cases, campaign, post-sale service management)

    - A case is a project linked to a service or item purchased by a customer -- it is linked to an account and require actions to achieve an outcome by a certain deadline. This action may require document sharing, access to knowledge base, communication with team members...

    - A campaign is a project linked to a service or item to be purchased by a costumer...

    - A service is a project linked to a contract with a customer...

    Those are project items that shares common characteristics. They can be segregated under different view or layout but at their core…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Opportunity - Adding multiple opportunity lines

    We require a facility to be able to copy or add multiple lines on Opportunities.

    5 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add parameter to control default typeface (font family) & size used for emails, activities & notes

    This would allow companies to bring their communications (primarily emails) inline with their corporate standards e.g. Arial 10pt

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Improve search function using search logic

    Improve search function using common logic e.g. " ", AND, OR to narrow down search results and make searches more efficient

    5 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Email function from 'notes' tab

    When within the notes tab on a record I'd like to be able to email details - e.g. forward saved notes.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to vary the width of a dropdown selection box.

    Currently the width of a dropdown selection field on a customer field is determined by the width of the field in the layout. Standard fields like Product have dropdowns with a wider 40 character viewing window which allows for easier record selection. If this functionality can be added to customer fields it would improve the usability.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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