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. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improve email attachments

    Currently, the links to email attachments are placed at the bottom of the dialog box showing emails and as such are easily missed.

    It would be great to see attachment links moved to just above the message body and use icons to make these more visible.

    I'd also like to see inline attachments supported.

    4 votes
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  3. Mailshots & Campaigns - support 'opt-in' as well as 'unsubscribe'

    At the moment when you send a campaign mailshot, you can include an 'unsubscribe' page which allows people to unsubscribe from all future mail, or from individual campaigns which they've *already* received email from.

    We'd like to extend this so you could include future possible campaign mailshots on the same page, allowing opt-in as well.

    eg: You run one general 'Newsletter' mailshot to all customers, but use that page to allow them to opt into more specific campaign newsletters on sub-topics if they wish to.
    Or a one-off campaign mailshot after an exhibition to new leads allows people to opt…

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Default setting for email field on each record type

    The ability to set for each record type the default field used for the send 'to' email address.

    This would allow the use of the 'Send Email' button to be tied to a field on each object.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add an 'assigned to' column in the quick search records

    when making a quick search, it would be useful to know who the results are assigned to. Whether that is a person, organisation, opportunity etc.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Record user information against each workbooks user.

    Have the ability to record user information against each workbooks user. This could then used throughout the system but especially in templates...

    Job Title
    Mobile
    DDI
    Signature Image URL
    Photo Image URL

    4 votes
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  10. Print Dashboards & Graphs

    It would be useful to be able to print/copy graphs from reports and dashboards.

    4 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Add criteria to mailing lists

    Having criteria on a mailing list would be beneficial. It would allow multiple mailing lists to be powered from a single summary view of a report. Something that would be far cleaner than 1 summary view per mailing list as it currently is.

    4 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Custom tabs - show number of records

    There is the ability to create and add custom tabs to a record type based on a Report. However, these custom tabs don't show the number of results, so when I open the record it appears as if there's no data in the tab. So it would be really useful if the number of results could appear in the tab name e.g. Delegates (5)

    4 votes
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  15. 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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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to view the size of an attachment to an email

    It would be very useful to see how large an attachment is on an email to help with database capacity / storage. This would enable any large attachments to be deleted if no longer required.

    4 votes
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to create a postal address label direct from the PERSON record

    When sending a parcel or letter we would like to look up the contact to ensure we have the correct details and then want to print off an address label (or export to allow a mail merge).

    4 votes
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  18. 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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  19. 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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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make it easier for users to maintain/update picklists.

    The ability for a user to add to a pick list from the record form would be a great time saver and improve the end user experience.

    4 votes
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