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. Create layout rules for individual sections

    I appreciate the custom layouts (and they are vital), but it would be far more useful if I could hide or show a section on the fly (and I don't mean collapse the section.)

    For example, suppose I provide 5 add-on services to my main service, and each of these add-ons merits its own section. I either have to show all the sections all the time, or I need to create enough form layouts to accommodate all of the combination possibilities. Then, if I need to change anything to the core service, I would need to change it to all…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tomorrow and AM/PM buttons on activitys

    On the activity screen, when I have called someone and not got an answer I usually just move the call to the next day. Something I have seen on other CRMs is a 'Tomorrow' button next to the 'Today' button you already have. Also, If I have called a prospect in the morning and not got an answer, I may want to try that person again in the afternoon. It would be a nice way to differentiate between morning and afternoon calls by having a little AM or PM button in the activity screen and that way in my activity…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Turn email into a task

    Have the ability to create an activity from an email. A lot of times when you receive an email this creates things to do, such as create a task from that specific email or create a meeting from an email etc etc.

    To me 80% of tasks are created from information received in an email.

    It would also be very beneficial to be able to mark a sent or received email for follow up.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Share automatically in workbooks all emails from a client once shared for the first time in outlook, and untick ones you don't want to share

    Share all emails in outlook once email from person shared with workbooks that first time, then click the highlight button to unshare i.e. the opposite of what the current functionality does.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add password protection to reports attached to emails (including automated emails)

    When sending reports to our partners we would like these files to be password protected. The reports are generated monthly and sent automatically.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. 2 way SMS Texting directly linked to workbooks contact such as through Coretalk.co.za

    My customers prefer texting over email.

    Can we have free-flowing SMS text conversations linked to the contacts? Lots of SMS CRMs allow templated marketing to the customer and templated responses from the customer BUT what I need recorded/captured by workbooks is the real life 2 way conversations I have with my customers. PLEASE HELP! Coretalk.co.za already offers this... can you link with them?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automaticly close event marketing campaign when maximum capacity for event is reached

    I use marketing campaigns to manage event registration through an integrated portal on our website.

    It would be great if you could enter the maximum capacity of the event so that it would automatically close when this number is reached as I have to monitor this daily.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Copy lead and or select organization when creating lead

    As I work with leads in Workbooks I often find I have more than one lead for a given organization. I prefer to keep organizations and people separate from my leads as that is the flow I wish to maintain. I'll convert a lead to a person and organization once they show enough qualified interest.

    What would be nice to have is a way to have 2 functional short cuts in the system.

    1. Copy a lead When I work with leads I often have multiple people I am dealing with. Having to rekey in all the company address details, phone,…
    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. New theme improvements

    Please up the contrast levels so boxes and drop down's are more identifiable, currently our staff are struggling to deal with just how white everything is (though still preferable to the old version). It would also be useful if sizing could be looked at - the taskbar and some icons are far too large and using CTRL - works well in some areas but renders text far too small

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show Individual Repeating Meetings within the calendar view or grid view.

    Currently I create new meetings from within the Case tab so they become automatically related to the case so I can see the specific schedule for that case just by opening the case. The problem is, If I create a meeting that repeats, only the first meeting date shows both in the grid view and calendar view. Basically I'd like to suggest this replicates when viewing activities using the Activities in the calendar view or grid view. This would save time in having to filter the activity view for specific cases.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. search

    Change search to include customer name from sales orders. Currently if you search a customer name and limit the search to Sales orders only not results are returned unless the company name has also been included in the Order Name field. This appears to be a limitation in that the system only searches on the reserved field names of NAME and ID. This severely limits the usefulness of the search function and leads to confusion for the users

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. PDF preview

    When generating a PDF on a quote or order, there should be a way to view the PDF document within Workbooks rather than downloading the file and opening it in a separate application.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to build a Report on Files/Attachments or any Records that have Files/Attachments

    It would be great to have the ability to see the size of file attachments and uploads on records and emails. This would assist greatly with monitoring the amount of space being taken up on a database.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Product Codes

    We would like to be able to restrict access to certain product codes to specific user groups in order to help assist with reporting etc.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Import into Party Relationships (fully featured)

    Currently only creating relationships is possible and only with a limited number of fields exposed to the import wizard. I would like to update Party Relationship records via import and have all fields exposed, including custom fields.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. An option to copy Dashboards

    An option to copy Dashboards and then edit it after for a differnt user. This is very time consuming when having to open each report and chart to copy and add to a new dashboard and then edit teh reports to match the right criteria for the new user.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  19. Edit multi-line description in line items of Quote,order,opp,contract etc

    Give the ability to edit line item, multiline text such as description where wording for one quote needs editing.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. recent reports

    Sort and filter reports by "Last Run At". This would help immensely with determining which reports are actively being used, and which ones can be removed or archived at larger organizations.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Workbooks Enhancements & Suggestions

Categories

Feedback and Knowledge Base