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. 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 →
  2. 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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  3. 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 →
  4. 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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  5. 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 →
  6. 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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  7. 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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  8. 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 →
  9. Clearbooks

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

    5 votes
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  10. 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 they are identical…

    5 votes
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  11. stop autofill when entering data into workbooks

    When entering details onto WB, Chrome (un)helpfully suggests my own address details when adding new customer details. Workaround of a separate google profile sounded good, but whenever you click a link in WB, it then opens Chrome under the name of the separate Google account. It appears that as developers, WB may be able to write a script to prevent auto-fill - to me this sounds good and indeed I cant think of many instances when autofill of the CRM users' own data would be helpful when using WB.

    4 votes
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  12. 4 votes
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  13. Copy Function - When creating new users, it would be easier to copy an existing user when setting up a new user who does the same job.

    Copy an existing user, when setting up a new user, who do the same job. It would save a lot of time when setting up security/capabilities etc.

    4 votes
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    1 comment  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  14. View and Print Reports Macro Button from Organisations/People Record forms

    It would be really useful if you can add a macro button on forms layouts that can open a specific report, set criteria/filters (like date range etc) on the report so you can run, preview and print a customer specific report on that company you are currently in without closing the organisation report, open reports, find the report you want and set the filters manually.

    It would so much easier if you can run customer specific reports straight from the organisations record so you can quickly see customer's activity, invoice or case history on custom reports.

    4 votes
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dynamic MultiSelect from report

    It would be great if you could create a Dynamic MultiSelect field from a report.

    This came about while trying to keep a custom picklist field in Sales Lead synced with Product codes. If i could create a product report, dynamically link it to the custom MultiSelect field, the codes would always be up to date.

    4 votes
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  16. Opportunity Cost

    In order to get a better idea of margins against sales opportunities for the sales pipeline, it would be beneficial to have a field on the "Line Items" where a cost can be entered to allow analysis. This is not possible unless all product lines are entered into the product book portfolio with set costs assigned.

    Where the opportunity is made up from a vast number of product lines it would be more appropriate to use a LOT sum based on a sales price and a cost price thus illustrating a profit margin.

    4 votes
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  17. Order Line - Order Fulfilment

    In addition to managing your term contract fulfilment and billing commitments, managing your day to day orders and tracking the status of deliveries of each of the order components can prove to be very onerous. We are therefore proposing to add order fulfilment functionality to provide:

    • Order and order line status tracking
    • Order line quantity tracking - in terms of delivery and invoicing
    • Order line invoice tracking – order lines may appear in multiple invoices

    4 votes
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  18. Opportunity Lines - The ability to sort lines on Opportunities

    Currently it is not possible to sort Opportunity Lines we require the facility to be able to do this on the Headings on the Opportunity Line screen.

    4 votes
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  19. Convert Email to Contact and Covert Email to Opportunity

    It would be nice to be able to convert an email I receive in my outlook to contact and/or opportunity straight through outlook connector. Other software packages already offer this.

    4 votes
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  20. Tax-inclusive pricing on line items

    Would like a feature which allows Workbooks to be easily configured to support entering line item prices as ‘tax-inclusive’, and have the system work out and take off the correct amount of tax. It would be helpful to have the option to enter pricing either way, tax inclusive or exclusive and have the system calculate and correctly total up the amount of tax from the line items.

    4 votes
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