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. 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
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to Copy Activities

    When creating a lot of Activities in one go it would be great to be able to Save and Copy or Save and New to lessen the Admin burden

    3 votes
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  3. New record permissions: Write with approval

    A security permission that would allow anyone to change a record, however the change would not be committed to the live record until it had been approved by the owner.

    3 votes
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  4. Allow conditional styling directly at field level rather than having to create styled reports

    Allow styling directly at field level rather than having to write a separate report and apply styling via a calculated column

    3 votes
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  5. 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
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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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  7. Report based on Campaign Status

    In the Campaign window, it would be quite beneficial if a report could be created by clicking on a Member status under that tab, whether system-set or custom. That way, one could see only the members of a particular status.

    3 votes
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  8. Address API

    In building an integration kit to work with workbooks apis I have noticed a need to import/export multiple addresses for organizations and people. As it is set up at the moment we can only utilize the API to grab the "Main Contact Details". However in practice it is necessary to have a shipping address, a billing address and possibly a contact address at the very minimum, if not multiple addresses in cases of large companies with multiple warehouses, offices, etc. An Api for grabbing addresses would be invaluable.

    3 votes
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    acknowledged  ·  0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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  12. Number field which permits comma separators

    To create an integer number field that allows a number format using comma separators, but where the field is still calculable. For example we use a field Annual Revenue $,000 which when populated for our records, contains 6-8 digits. Comma separators appear in the list view, but not when individual organisation records are open, making the figure difficult to read.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    0 comments  ·  Reporting  ·  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
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  16. 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
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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  18. Voting on Ideas is inadequate.

    You should be able to rate any idea. Because if you run out of votes and don't know how long you have to wait for a vote to come free you will not be able to express your interest in a any new ideas.
    New ideas will be handicapped and users will loose interest in this facility.
    Every user should be able to score every idea, marks out of five would be ideal.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello – unfortunately this is the way that Uservoice (the technology behind the Suggestions area) is designed to work. By allowing you ten votes which must be allocated to your favourite ideas it forces you to choose; there are a lot of great ideas on this forum but we have to work out which will get the most “bang for our buck”.

    You can reallocate your votes if you see an idea which you now think is a more valuable idea than one on which you voted previously. Also, note that Workbooks has historically addressed the top-scoring ideas and as ideas are completed those votes get returned to users so they can be allocated to other ideas.

  19. 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
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  20. 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
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