Workbooks Enhancements & Suggestions

At Workbooks, we think that our customers should have the opportunity to influence our product development priorities.

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  1. Add Calendar

    Add a Calendar Style window which shows by day/week/month exactly what is going on, in similar way to google calendar, with ability to show only your activities, a specific user's activities, all activities, and filters.

    99 votes
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      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 74 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →

        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)

      • 70 votes
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          14 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Automatic email delivery of reports.

          This would be the ability to create a report and have it automatically run and delivered via email to a distribution list based on a delivery scheduled.

          Example schedules might be:

          Daily
          On a specific day each week
          On a specific day each month

          Initial Customer Request - below
          --------------------------------------------------
          Our requirement is for an automated way of informing customers of their current ticket statuses. Our previous system emailed them a daily update of what cases were open and what the current status is.

          I’ve created a report to mirror the previous information we sent but I cannot see a…

          37 votes
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            3 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
            under review  ·  Keith EvansKeith Evans responded

            Erwan, Aiden – Thank you for the comments. We regularly review the ideas forum and use the feedback to prioritise the features we develop next. You’ll receive further updates when this idea moves forward. Here are the Release Notes of our recent Spring 2011 Release – http://www.workbooks.com/help/current_release. Our Software Engineers are currently developing Personalised Email Marketing, Custom Page Layouts. Please continue to contribute to this forum and check the links on our Roadmap page for the latest updates – http://www.workbooks.com/workbooks-crm-roadmap

          • Synchronisation with Google Calendar

            To be able to synchronise Workbooks Activities, such as demonstrations/appointments/meetings in Google Calendar

            35 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Recurring activities

              I would like to have re occurring activities so that they can be scheduled like they are in outlook. A lot of our users would see this as a massive function as we are currently now using 3 systems. If we were to have this function we could do all re occurring activities in work books instead of outlook

              25 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Calculated Custom Fields

                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.

                24 votes
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                  planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Linked Lists / Parent-Child Picklists

                  Add support for Linked Lists / Parent-Child. Allow the creation of picklists that are dependent on another picklist. Consider two picklists. Manufacturer and Model. Depending on the value selected in the Manufacturer field, the values available in the Model field would be limited to only the appropriate values:
                  Ford > Fiesta
                  Ford > Focus
                  Ford > Mondeo
                  This means the child-level picklist (in this case Model) would be limited to a relatively small list of relevant values.

                  19 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Rename standard field labels and allow translation to multiple languages

                    Custom fields already offer the ability to add new fields with the field name you require. However, you can't currently rename standard fields, or include translations to other languages. e.g. Your company may refer to support Cases as Tickets and it would be useful to be able to be able to rename Cases to Tickets.

                    This will make adoption of Workbooks easier as your users will be familiar with the terms and menu options Start > New > "Ticket" instead of the standard Start > New > Case.

                    Also, if your company operates in more than one language then you…

                    15 votes
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                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Reporting parameters (Prompt users for values when they run a report)

                      You currently have to edit a report's criteria if you want to use different criteria e.g. a report may be called This Month's New Sales Leads, but you may want to also include the Sales Leads that were created last month.
                      It would be great if you could specify whether or not a report's definition is "fixed", or can be fed parameters when it's run. e.g. run a report that finds records between date a and date b.

                      13 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Inline Edit on the list pages

                        When you have a list of objects, allow editing of values in the displayed columns. Especially tickboxes and dropdown fields. (I think this is already supported for line items on quotations)

                        12 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Time Spent on Cases

                          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…

                          8 votes
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                            1 comment  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                          • Link Between Related Items and Primary Contact in an Activity

                            When I add a primary contact they autiomatically became a related item - that is a good feature.

                            But, if I change the primary contact for an activity the original primary contact is then removed as a related item when I click save, that is not a good feature!

                            An individual is still likely to be related to the activity and it should only ever be the users decision to decide to remove information as no longer being relevant/related to a particular activity.

                            8 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              under review  ·  Peter TrimmPeter Trimm responded

                              I agree, the original and any subsequent primary contacts once changed should remain related.

                            • Tasks completion in Outlook Connector - effectively a mobile version

                              By allowing completion and follow on of tasks synced with the Outlook Connector, one creates a mobile version of Workbooks using Push Email, without requiring a mobile app.

                              This also allows for offline working within Outlook

                              6 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • When assigning an organisation to someone

                                To save duplication it would be great if when you get assigned an organisation workbooks automatically links you to any opportunities for that organisation.

                                Also when you create an opportunity that it would automatically enter all people from the organisation and any other previous organisation notes.

                                6 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  under review  ·  Keith EvansKeith 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.

                                • automated email signatures on replies and forwards - not just new emails

                                  Automated email signature on replies and forwards - not just on new emails

                                  6 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Ability to run processes and bulk actions from reports

                                    It would be useful to be able to run a process or bulk action from a report. It would also be useful to expose reports to the API so that some more advanced SQL logic could be applied to reduce the amount of requests needed to complete a process.

                                    5 votes
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                                      started  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • A one way sync of Workbooks contacts

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

                                      5 votes
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                                        1 comment  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Case Update Notification Text

                                        The notifications received when cases are updated should include the text of the last update rather than the original case text.

                                        5 votes
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                                          2 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Job scheduling and payroll

                                          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.

                                          5 votes
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                                            0 comments  ·  Cases/Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →
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