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. Restrict Workbooks Bulletins to Specific Users

    Add the ability to restrict who receives bulletins from Workbooks.

    Although bulletins can be very useful for admins, they may be misleading for users, particularly when referring to customised pages/views or referring to disabled/restricted features

    The bulletins tend to suggest contacting workbooks support if they have issues but in practise, it would be better for end users (and Workbooks Support) if they spoke to the Sys Admins in the first instance.

    The solution: Allow admins to restrict bulletins to them who can disseminate information to the relevant users.

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  2. Change way Email Addresses are recorded to make it easier to handle multiple addresses for same person

    Workbooks is not great in the way it handles multiple email addresses for a Person. It would be much better if these could form a list (unlimited, within reason) *in the Main tab* with a descriptor (eg. Work1, Work2, Home etc. - but free text please) and a Personal/Work check box against each (determining whether or not emails attach to Organisation or not) - *plus* an option to select a 'primary' email from a drop-down list (ie. the one that would be used by mailing systems, mail-merge etc.). Having to manage this via the 'Contact details' tab is laborious and…

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  3. Adding recipients when sending quotations or order acknowledgements

    At present when you send a completed quotation to a customer you have to select the recipient from the list of the entire database. Can this list be filled with the names of the 'people' associated with the relevant record (opportunity. quotation etc)

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  4. Introduce language pack

    All user interface of Workbooks is in English. Is it possible to introduce a 'language pack' to be able to set the language to another, depending on a setting in the user's preferences? (similar to the locale functionality of Windows)

    If introduced, I am willing to assist on the Dutch translation.

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    This feature is currently being developed by our engineering team for French, German and Spanish and we hope to release it shortly.

    If others would like a Dutch translation, please do let us know.

  5. 1 vote
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  6. Save as drafts function within activities

    Auto save as draft if a user enters information but then has to step away for an extended period of time and the system closes down. so when the user returns and re-loads the application, it takes the user back to the same point it was last being used, and with the text that needs to be confirmed and saved.

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  8. Ring Back List

    When processing my Activities I often get an answerphone or busy signal. It would be very handy if there was a button or link I could click which would add the Activity to a Call Back Today list.
    This would save me having to find a Post It or other scrap paper to write the details onto and present me with a list I could update (remove the ones I get through to) as I go through the day.
    Much tidier and a time saver.

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  9. Blank Email Subject Warning Popup

    When creating a new email, it would be a good idea for a warning to pop up to alert you if you have not entered a subject line.

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  10. Clone a product

    Would like to have the ability to clone a product rather than have to create a new or import them each time.

    Scenario is that I have 1 product that works well so I now want to add 9 more that are similar. I didn't import the single one so there's no profile I could use again.

    Why can't I select from the products list and clone it?

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  11. Ability to sort columns when building reports

    Click 'Title' in the list of columns to sort them. This would help find columns to remove for example.

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  12. Form Layout Field graphic

    Add a graphic to the Form Layout Field editor that indicates which Section you are working on, in relation to the published page as a whole.

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  13. Ability to download contact records/meetings from the mobile web app.

    Having tinkered with the mobile app in the field now for several weeks, I feel that being able to enter meetings and contacts and then downloading them to your devise would be advantageous, as this would eliminate haing to enter the details twice and mean that all can be done without login on to the desktop app.

    Although there is a download meeting to calendar button, this doesn't work on iOS devs.

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  14. Creating an activity when a field is a date.

    We need to create activities during the sales cycle which are defined at the start of the cycle. Currently this involves accessing the acvtiviies tab and creating indivual activities and either writing down the dates and other information or going back and forward between the main screen and activity screen to get the details. It could be as simple as a 'create activity' button available beside the date field which lanched the activity screen and pre-populated the date.

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  15. It would be useful if you could optionally add subtotals to the report details page.

    To have an option to include a sub total on the details page. I have a requirement where I print expenses awaiting payment and I have a details page and a summary page for creating bank payments. It would be good to have the ability to print the subtotal so that we can see the associated details making up the summary total

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  16. Formula Builder in Templates

    I would like to be able to use conditional statement plus other common functions when creating templates. Currently, we are able to add object fields from related records. It would be good to have additional functionality similar to the formula builder that is available in reports. This would allow us to add functions like IF, CASE, CONCAT, ROUND, ADDDATE and so on.

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    acknowledged  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Link Evernote notes to notes TAB

    Having just rolled out iPads to our field sales force, it would be great to have a means of linking notes made in Evernote and linking directly to meeting, opportunity, person or organisation records.

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  18. Deleting attachments in e-mails

    To comply with GDPR, we need to be able to delete attachments containing personal data from e-mails uploaded via Outlook Connector. At present we would have to locate and delete the whole e-mail even if we have permission to process that data. Being able to delete attachments based on the data of the e-mail (either calendar date or "items older than X years old").

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  19. 'In between' operator for date ranges

    It would be really useful if we had an 'in between' operator when using date ranges within reports. As at the moment the only way of limiting to a specific time frame is by using a combination of 'on or after' and 'on or before'. Is this something that is in the pipeline ?

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  20. FORMS - Tabulating fields in forms

    It would be ideal to be able to fit 2 or more field horizontally to be able to view more information in a form:

    example: Telephone - Fax Number
    Also
    example 2: Checkbox - textbox with additinal info

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Workbooks Enhancements & Suggestions

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