Adminjohn.cheney (CEO / Founder, Workbooks Online)

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  1. 14 votes
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    Adminjohn.cheney (CEO / Founder, Workbooks Online) commented  · 

    HI Rasa,

    Thanks for your comments.

    Your first idea (a) about a different from address has come up a couple of times, so we will take a look at that.

    Your point about including the case reference number in the email from the main cases tab is a good one (point b), that should be an easy fix and would also mean you next point (point 3 you appear to have changed from letters to numbers!) would also go away.

    Regarding Spam cases, you are right a process button could solve this issue.

    On your last three points, you can actually do these today in the product. If you click on the little Binoculars next to the contact name on the case, this opens up a search dialogue. Here you can type in the company name and it will show all people you can also create a new person from this screen

  2. 2 votes
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Adminjohn.cheney (CEO / Founder, Workbooks Online) commented  · 

    Thanks for the feedback. You could use our API and the process engine to automate this task, if you (or someone in your team) has the development skills. However we will look at this functionality and add it to the list.

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