Keith Evans

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  1. 6 votes
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans supported this idea  · 
  2. 1 vote
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans shared this idea  · 
  3. 1 vote
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    1 comment  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans commented  · 

    Hi,
    A good workaround for this request is available that avoids you having to send a file as attachment. You can add a hyperlink and store the attachment in Workbooks > Marketing > Upload Library.
    Add the file, PDF etc. to the Upload Library, then edit/create an email template. Click the insert hyperlink button on the text toolbar, browse and select the file from the upload library.
    Hope this helps. If you need any advice please contact Workbooks Support.
    Cheers,
    Keith

  4. 6 votes
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →

    This is a good idea, and would also help to reduce the risk of reports breaking when picklist values are changed or deleted. We will consider adding this into a future release.

    Keith Evans supported this idea  · 
    Keith Evans shared this idea  · 
  5. 26 votes
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans supported this idea  · 
    Keith Evans commented  · 

    Thanks. Nice idea. This is logged internally under reference #9791. We'll update this idea when we have an update.

  6. 26 votes
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans shared this idea  · 
  7. 4 votes
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    1 comment  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans commented  · 

    Paul,
    Workbooks is not a replacement email client. For example, it doesn't have Read receipts, or the concept of marking an email as read.
    What features are you referring to in this idea please?
    Thanks,
    Keith

  8. 6 votes
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    1 comment  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans commented  · 

    As discussed, I agree this is a good idea. The Workbooks Outlook Connector is a new feature and improvements will be made in due course.

    This idea is essentially to replicate the Actions > Follow-on... functionality of Workbooks within the Outlook Connector.

  9. 1 vote
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans commented  · 

    For the benefit of others that would like to know a bit more about Journal - It's a feature of Outlook that looks like this in MS Outlook 2010 >>> http://public.workbooks.com/=QzM/journal_entry.png

    Workbooks reference for internal use: #8721 / OLWB-644

  10. 4 votes
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    Keith Evans commented  · 

    Hi Marion,
    This is a fair suggestion. It just appears to be something we are yet to implement. We'll take a look at this in the next review of forum ideas and get back to you with an update.Keith

  11. 5 votes
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Keith Evans shared this idea  · 

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