Workbooks Online on UserVoice

Totalling and Sub-totalling in Landing Page views [updated]

2012-05-03T03:06:32-07:00

Claire Grieves said:

I am having to create extra reports or add up by calculator at present which seems ridiculous. Would love to see this asap.

Harmonize Lead and People forms [is now completed]

2012-04-30T09:50:19-07:00

Look at a Lead record; fill one in maybe. The left column holds all critical (contact) information in a fairly logical order. Now avert your eyes for a moment, then open a People record. They may look similar, but it took me a while to find the "e-mail" field illogically located in the right column under what may very well be a general company address (it has the big 'copy from employer button to boot'). The left column also contains what I consider to be 'secondary' data and lacks the 'primary' phone number/email data. The bordered "Mail COntact Data" area looks like an address label and I expect(ed) the personal data to be on the left. George.

Harmonize Lead and People forms [updated]

2012-04-30T09:50:19-07:00

john.cheney (admin) responded:

George, Using the custom page layout functionality you can completely customize which fields appear and in which order. Custom Page layout is included in the CRM and Business editions it's not in the free version.

Create Activity from E-mail [updated]

2012-04-30T09:40:20-07:00

Using the e-mail dropbox is awesome (I use an Outlook Quick Action to make this a 1-click process of forwading and archiving mails). However, once in WB I'd like to easily create tasks/activities for these e-mails, like a follow-up or set a deadline for replying. It seems easiest to be able to do that directly from the e-mail form, maybe where the person/lead is determined from the e-mail address. Should work similarly to the "New" menu on the People & Lead forms. George.

john.cheney said:

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.

Create People/Lead from E-mail [updated]

2012-04-30T02:48:27-07:00

Sort of as an afterthought to my "Create Activity from E-mail" idea (link below), but it would be nice to create a new Person/Lead from an (unlinked) e-mail, saving me copy/pasting name and e-mail address. George. http://ideas.workbooks.com/forums/34950-workbooks-enhancements-suggestions/suggestions/2809808-create-activity-from-e-mail

George said:

I use the term 'unlinked' for e-mails that don't have some association with existing WB objects (people, lead, org, etc.) but I realize that not everything is 'hard linked' as a "Related Item".

It seems that when viewing e-mails from a people/lead/org. record this is a 'live' query on the e-mails in the system and that is quite nice as it seems to work fast.

But this also means I cannot see (from the e-mail record) who/what is associated unless I specifically 'hard link' the mail with an object reference when forwarding or add such a relationship via "Related Items".

It would be very useful for my e-mail centric 'workflow' to be able to do more from that e-mail record, like creating new records or opening/viewing existing ones (like people/leads).

George.

Create People/Lead from E-mail

2012-04-30T02:37:07-07:00

George suggested:
Sort of as an afterthought to my "Create Activity from E-mail" idea (link below), but it would be nice to create a new Person/Lead from an (unlinked) e-mail, saving me copy/pasting name and e-mail address. George. http://ideas.workbooks.com/forums/34950-workbooks-enhancements-suggestions/suggestions/2809808-create-activity-from-e-mail

iPad iPhone smart phone application would be great [updated]

2012-04-29T14:18:39-07:00

James Kay said:

Hello Craig,

If you login to the service from a touch-sensitive smartphone (iPad/iPhone/Android....) then you will be taken our our mobile client. Does this help?

See: http://www.workbooks.com/help/mobile_client and https://secure.workbooks.com/mobile/

Thanks

Link e-mails to People/Leads from the My E-mails screen and update auto-linking

2012-04-29T07:42:36-07:00

George suggested:
Sometimes people have multiple e-mail addresses or use another account (like their personal/gmail/hotmail account) to e-mail me. I know I can add a reference (PERS/LEAD/ORG) to link the e-mail automatically, but that requires foresight (and I may not realize they used another account) and/or looking up the reference (which takes a few steps). I would much like to see "unlinked" e-mails in "My Emails" and be able to link them from there. It would also be cool if when I link an e-mail to a person or lead, WB would offer to "permanently" link that e-mail address and the person/lead (as a secondary e-mail address). Currently I don't think 'secondary' e-mail addresses are supported at all... George.

Create Activity from E-mail [updated]

2012-04-29T07:35:03-07:00

George said:

I know I can create a task and link the e-mail, but that is much more work ;-)

Create Activity from E-mail

2012-04-29T07:34:07-07:00

George suggested:
Using the e-mail dropbox is awesome (I use an Outlook Quick Action to make this a 1-click process of forwading and archiving mails). However, once in WB I'd like to easily create tasks/activities for these e-mails, like a follow-up or set a deadline for replying. It seems easiest to be able to do that directly from the e-mail form, maybe where the person/lead is determined from the e-mail address. Should work similarly to the "New" menu on the People & Lead forms. George.

Harmonize Lead and People forms [updated]

2012-04-29T04:35:06-07:00

George said:

Excuse the typo's here and there, like it should say "Main Contact Data"...

Joomla et al integration

2012-04-27T12:21:16-07:00

gocraig suggested:
There is an API I know, but if there was a Joomla, Drupal, Wordpress component prebuilt to do register, subscribe, remove, new case, case review etc, then that would be truly awesome

iPad iPhone smart phone application would be great

2012-04-27T11:50:24-07:00

Custom field formatting, verification [updated]

2012-04-27T05:01:30-07:00

When entering a telephone or e-mail fields check the formatting to standardize and/or verify usability. For example, when I copy an e-mail address from an Outlook message it looks like this: "Some One <some.one@somewhere.com>" (without the quotes). If I paste that into wb it accepts it, but when I try to send an e-mail it complains about the format. It would be great to clean up the e-mail address on leaving the field/saving the record (so as I don't have to do that manually and cannot forget). Similarly other fields could be sanitized/standardized, like phone numbers, VAT ID's, bank accounts, etc. All to prevent mistakes and errors on use/selections. It would be the nicest (eva!) if checks/formatting could be configured centrally on database fields. George/

George said:

Also capitalizing town names (or not).

Custom field formatting, verification

2012-04-27T03:44:14-07:00

George suggested:
When entering a telephone or e-mail fields check the formatting to standardize and/or verify usability. For example, when I copy an e-mail address from an Outlook message it looks like this: "Some One <some.one@somewhere.com>" (without the quotes). If I paste that into wb it accepts it, but when I try to send an e-mail it complains about the format. It would be great to clean up the e-mail address on leaving the field/saving the record (so as I don't have to do that manually and cannot forget). Similarly other fields could be sanitized/standardized, like phone numbers, VAT ID's, bank accounts, etc. All to prevent mistakes and errors on use/selections. It would be the nicest (eva!) if checks/formatting could be configured centrally on database fields. George/

Organization (additional) Contact Details to include e-mail

2012-04-27T02:29:20-07:00

George suggested:
When you add (additional) Contact Details to an org., you can include just about every piece of contact data EXCEPT an e-mail address. I suggest that this is added. Addl contact data is useful for administering general contact info like helpdesk (order desk, logistics) numbers and they often have an e-mail address associated. Creating 'general' (fony) person records is an ugly workaround. George/

Workbooks desktop

2012-04-16T09:20:30-07:00

Anonymous suggested:
We would like the ability to add shortcuts to the Workbooks Desktop. Users are used to using their Windows Desktop and would like to be able to drag the options from the Start Menu to create shortcuts to the most popular programs and reports.

Opportunity - Adding multiple opportunity lines

2012-04-16T09:09:05-07:00

Anonymous suggested:
We require a facility to be able to copy or add multiple lines on Opportunities.

Opportunity Lines - The ability to sort lines on Opportunities

2012-04-16T09:06:00-07:00

Anonymous suggested:
Currently it is not possible to sort Opportunity Lines we require the facility to be able to do this on the Headings on the Opportunity Line screen.

Opportunity Lines - The Unit Price & The Unit Cost could be in different currencies.

2012-04-16T09:03:35-07:00

Anonymous suggested:
The Opportunity Lines can only be entered in the currency of the opportunity however, most products are purchased in USD or Euro's. We would like the user to be able to select the currency of the unit cost and for Workbooks to convert the price into the Currency of the Opportunity using the Exchange Rates in the system.

Integrate with Doomi. So actions can be very quickly documented, and minutes of meetings & actions can instantly be recorded in workbooks. [updated]

2012-04-15T13:02:24-07:00

Brillant!! Remove the need for separate documents for minutes & enable employees to instantly view their actions,

James Kay said:

Chris, I took a look at Doomi (http://doominow.com/) and it is interesting. What other tools have you looked at for to-do list management? (Doomi doesn't seem to be actively developed).

In particular I think something with GUIs for mobile devices and full sync would be useful.

Finally, using Google Docs you can share meeting minutes pretty effectively; that is already integrated with Workbooks.

I'll be interested in your thoughts.
James

Integrate with Doomi. So actions can be very quickly documented, and minutes of meetings & actions can instantly be recorded in workbooks.

2012-04-15T11:50:49-07:00

Chris Wallace suggested:
Brillant!! Remove the need for separate documents for minutes & enable employees to instantly view their actions,

Campaigns Breadcrumb [updated]

2012-04-02T01:57:23-07:00

Enhancement request for a breadcrumb within Campaign reporting to link to people level.

Rachel Bodill said:

The purpose of this is to enable campaign records and people records to be updated simultaneously through uploading reports

Campaigns Breadcrumb

2012-03-20T05:36:59-07:00

Rachel Bodill suggested:
Enhancement request for a breadcrumb within Campaign reporting to link to people level.

Calculated Custom Fields [is now planned]

2012-03-09T09:26:58-08:00

The ability to create a custom field which is calculated from other fields. Such as currency multiplied by a certain rate, or two multipliers in line items to give the price.

Add merge functionality to manage duplicate entries [is now started]

2012-03-09T09:18:11-08:00

Add merge functionality to manage duplicate entries [updated]

2012-03-09T09:18:11-08:00

James Kay (admin) responded:

When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the "duplicate" list.
Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.

We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
(#2537)

Time Spent on Cases [updated]

2012-02-28T11:00:08-08:00

I have a requirement to monitor how much time is being spent working on cases. I'd like to see stopwatch functionality on the main Case form that allows users to click start when they work on a case (whether that me typing an email or replicating a problem, conference calls with customers etc) and a stop button when they have finished. The timer should resume from when it was last stopped so we can see a running total amount of time spent. The timer doesn't need to have a realtime display. Simply logging the time/date when the start and stop button is pressed should be all it needs to be able to get a running total from a report.

James Kay said:

Using the new Audit extension to Workbooks you can track this and report on it. Audit is chargeable but extremely powerful and gives you visibility of everything which occurs within your Workbooks database. Please contact us if you would like to learn more or trial this feature.

Activity fields - add primary contact's organisation/employer and address [is now completed]

2012-02-28T10:56:48-08:00

When I add an activity against a person I am not able to view the organisation in the activity screen. This would be a really beneficial addition. Additionally, the organisation's address is not immediately available. You have to open the organisation record to access the address. For example, you have a meeting booked, but you need to retrieve the address quickly. If this was listed on the activity it would save time. It could even be stored in a collapsed area, which can be expanded. The phone number would always be displayed, and clicking a "More..." button would display the organisation's address

Activity fields - add primary contact's organisation/employer and address [updated]

2012-02-28T10:56:48-08:00

James Kay (admin) responded:

Using a recently-released feature (a custom field type called a 'Dynamic Linked Item') you can now configure records to include these as required. Please contact us if you would like advice on how to set this up.

Bulk Actions [is now started]

2012-02-28T10:53:47-08:00

Workbooks already includes "update / overwrite", via the Import functionality - http://www.workbooks.com/help/running_an_import. This functionality addresses most "bulk action" requirements, but it does require you to export to CSV, update the CSV, and re-import. There are plans to add a simplified "bulk action" facility in the future. Please feel free to add comments outlining the sort of bulk updates you'd like to perform.

Bulk Actions [updated]

2012-02-28T10:53:47-08:00

James Kay (admin) responded:

This is currently underway and expected in the next release (Q2 2012). You will be able to use filters within landing pages to select large numbers of records and carry out operations including reassignment, deletion and setting values.

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-28T10:50:37-08:00

Provide a mobile version of Workbooks that can be used on mobile devices such as BlackBerry, iPhone, iPad etc. Obviously the Workbooks' interface is "rich", with multiple windows and tabs, so the requirements of a mobile version are likely to be simplified from those of the full web browser version. View one screen at a time / not display all fields / different simplified screen layout.

James Kay said:

@Raquel Fernandes, @Anonymous - we are planning to make the Desktop run well on tablets such as iPad so that you can choose to use either the Mobile UI or the Desktop.

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-28T10:49:17-08:00

James Kay said:

@Ronny Just now :-) We will of course continue to enhance it: please add your suggestions as new ideas at http://www.workbooks.com/community/ideas We are planning for another release in the short term.

Mobile Version (BlackBerry, iPhone, iPad etc.) [is now completed]

2012-02-28T10:40:41-08:00

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-28T10:40:40-08:00

James Kay (admin) responded:

We're delighted to announce that the Workbooks Mobile Client is now available for customer use.

The Mobile Client is specifically designed for smartphones and tablets. Using the client you can access a wide range of Workbooks records: People and Organisations, Leads and Opportunities, Tasks, Meetings and Cases. You can search the entire system, create, modify, view and delete items. Most usefully for when you're on the road it integrates with your phone to make calls and send emails; you can also copy appointments to your device.

Right now it works best with recent Android and Blackberry devices and especially the Apple iPhone and iPad.

It's still under active development so technically it's 'in Beta' as we want to add more features to it. We welcome suggestions to prioritise what we should add: please add new ideas to this forum and vote on them.

To use it, just visit the Workbooks website from your mobile device and select "Customer Login" - or visit https://secure.workbooks.com/mobile/

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-23T23:04:23-08:00

Anonymous said:

Hi, when will IPAD have full functionality. i.e quotations etc etc

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-21T01:37:36-08:00

Ronny said:

When will the mobile version be launched ?

recurring invoices

2012-02-13T07:42:43-08:00

Sharon suggested:
We have clients on a system similar to subscription. It would be great if we could be able to create recurring invoices so that we dont have to manually create invoices for each of them. So an option to recur the invoices on a weekly, daily, monthly basis etc.

bank reconciliation

2012-02-13T02:38:22-08:00

Sharon suggested:
Maybe i am running away with my mind a bit here but just thought a bank reconciliation feature would be a very useful additional.It will minimise having to manually enter payments and the risk of error. i know there are seperate accounting packages that do this.

Job scheduling and payroll

2012-02-11T15:24:29-08:00

Sharon suggested:
We have field staff/subcontractors and would like the functionality to be able to assign jobs to them and schedule the jobs for example, some jobs are one time jobs, some are weekly, some every two weeks,etc. Linked to this would be the ability to calculate how much to pay the subcontractors/staff after the jobs has been marked as complete in the system. So in a nutshell, we would like to see scheduling and payroll functionality if possible. Thanks.

A one way sync of Workbooks contacts

2012-02-10T10:33:44-08:00

Anonymous suggested:
A one way sync of Workbooks people,opportunities and leads to Google Contacts, probably sync automatically

Integration with Xero Accounts [is now planned]

2012-01-27T04:35:46-08:00

Integration / synchronisation with Xero accounts in teh same way as is currently supported for Sage.

Integration with Xero Accounts [updated]

2012-01-27T04:35:46-08:00

Integration / synchronisation with Xero accounts in teh same way as is currently supported for Sage.

john.cheney (admin) responded:

We now looking at how we can integrate Workbooks effectively with Xero.

Why is the FAO field in quotes not linked to the contacts list? [is now declined]

2012-01-27T04:31:38-08:00

When I create a quote I have to manually enter a name in the FAO field. There should be a default setting and any name I enter shoud also search for existing contacts - that would save time and ensure the spelling is correct

Why is the FAO field in quotes not linked to the contacts list? [updated]

2012-01-27T04:31:38-08:00

john.cheney (admin) responded:

It is now possible to create your own custom fields on a transaction document which links directly to a person record using the Dynamic Linked Item custom field. This would enable you to add a 'Finance Contact' which links to a person record and also populate fields such as email address and phone number onto the transaction form. I have declined this specific enhancement request, because it can be addressed using the Linked Item functionality recently released.

Email- to Case functionality [is now completed]

2012-01-27T04:28:19-08:00

This is the ability to allow customers to create a new case in Workbooks by sending an email. Once the email is received a new case would be created and associated with the user who sent the original message. This idea replaces the idea "Customer Case Management" created by Matthew Dale.

Email- to Case functionality [updated]

2012-01-27T04:28:19-08:00

john.cheney (admin) responded:

Email2case functionality can now be implemented by customers using the Process Engine. A script has been provided which can be tailored to meet each specific customer requirement.

System Use / Audit Trail / User Activity Report [is now completed]

2012-01-27T04:26:11-08:00

create an adminstration activity report by user so that you can report user activity for a period of time, modules used etc

System Use / Audit Trail / User Activity Report [updated]

2012-01-27T04:26:11-08:00

create an adminstration activity report by user so that you can report user activity for a period of time, modules used etc

john.cheney (admin) responded:

The Audit functionality has now been added to the product. It is a extra module which can be added to your account. Existing customers can have audit added to their account for the remainder of their contract free of charge. They will be charged at renewal time for the extra fees.