AdminSupport (Admin, Workbooks Online)

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  1. 1 vote
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    AdminSupport (Admin, Workbooks Online) commented  · 

    Thank you for your suggestion. We have raised this with our engineers so will keep you informed as to when this will be available.

    Kind regards,

    Support

  2. 5 votes
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport (Admin, Workbooks Online) commented  · 

    While this functionality is not currently possible as standard in the Product on Landing Pages, it is possible to achieve this using the Reporting function, which we have documented in a Forum Post:
    https://www.workbooks.com/forum/or-statement

    This Report could then be added as a Landing Page view, so can then be used from there in order to create a more comprehensive search tool.

  3. 19 votes
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    3 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →

    We already have this option available on Opportunities, so we will look to replicate this on the other Transaction Documents in a future release.

    For now, it might be an idea to create a custom field on your Quotes/Invoices that stores the status of the document, e.g. ‘Rejected – currency change required’. This would make it easier to exclude the documents from your Reports and Landing Pages, meaning you do not have to ‘scrub’ the document, but simply change the status and create a new one.

  4. 9 votes
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    4 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport (Admin, Workbooks Online) commented  · 

    As of the next release, you will be able to add Reports to tabs on your records, meaning you could create a view of these particular time logging Activities in a report and have it visible against each Case. Then you could adjust the view on the Activities tab of the record so that it excluded the time logging Activities and was more appropriate to the other Activities.

  5. 3 votes
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    1 comment  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport (Admin, Workbooks Online) commented  · 

    Hi Richard,

    We have recently released a new version of the Workbooks Outlook Connector which has a new feature called the "Save Correspondence Manager". This feature will allow you to easily save all emails for a particular client. See our "Using the Workbooks Outlook Connector" guide for more information.

    Please note that the latest version will be required to get this feature. We recommend that you always check the system requirements page before installing to ensure that the software is compatible with your environment.

    All of the above information is available on our Knowledge Base under the "Outlook Connector" section.

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