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.

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.

I'd like to see a method for customers to login (using their own email/password) and be able to log new support cases, monitor cases already logged, and be able to update and close them if required.

Also the ability to upload attachments that may be related,

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.

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

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

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.

It would be really useful and save time if there was a button or hotkey you could use to insert the current date & time into notes.
In Notepad, on a PC, F5 inserts "10:27 01/11/2010".
Can you add this please?

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

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

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.

Some of the products we buy have odd pricing, 27.5p per unit for example. When creating a line item it will automatically round this up to 28p, which in a deal with 2000 units effects the accuracy of margins/deal size etc. The work around is to just put in a line item and total cost but Id rather have unit costs for the sake of accuracy.

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.

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.