Kelda Rawlings

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  1. 21 votes
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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    We will review this issue in due course. Initial thoughts: Any changes to the way in which the “Assigned to” functionality works need to be carefully considered because there may be unforeseen knock-on effects. Additionally not all Workbooks customers use this functionality in the same way e.g. Just because an Organisation is being assigned to a different user, should all opportunities be re-assigned? If multiple sales people sell multiple times to the same organisation there may be multiple ongoing and historical opportunities that need to be assigned to different people.

    Kelda Rawlings supported this idea  · 
  2. 34 votes
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Kelda Rawlings supported this idea  · 
  3. 14 votes
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    Some of our customer already use the activity functionality in Workbooks to track time utilisation. This is normally achieved by adding meeting activity to either an order or a case and then using the start and end times to calculate the time delivered.

    It is then possible to write a report which add together all the time delivered against a specific case or order.

    We recognise this isn’t as elegant as a time sheet, so we will keep the timesheeting requirement under review.

    Kelda Rawlings supported this idea  · 
  4. 19 votes
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    acknowledged  ·  2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Kelda Rawlings supported this idea  · 
    Kelda Rawlings commented  · 

    The mobile access for workbooks means you have to be online, something for offline use would be much more usable, that would sync when on line. We have also had on going issues with the access on iphones, and clearing the history/data sometimes works and sometimes doesn't (and is a pain as passwords saved etc are lost). I thought this was in the works as was communicated to me by our distributor at the time of purchase, however if its always only going to a mobile html5 access then I find this a bit disappointing and might be a reason to switch, as we only use workbooks as a sales tool/CRM and nothing else, so ease of use for on the road sales people is a top priority. We would be willing to pay for this, and I believe would most users so I would urge you to consider it.

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