Workbooks Enhancements & Suggestions
At Workbooks, we think that our customers should have the opportunity to influence our product development priorities.
If you have any suggestions or would like to vote on an existing suggestion, feel free …
Already committed features and new feature candidates can be found published on our roadmap page.
-
48 votesunder review ·
Peter Trimm
responded
Roadmap Candidate
-
Bulk Actions
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.46 votesstarted ·
AdminJames Kay
(Admin, Workbooks Online)
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.
-
42 votesstarted ·
AdminJames Kay
(Admin, Workbooks Online)
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) -
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.
41 votes -
Support Portal - for customers to log and manage cases
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,
35 votesstarted ·
Keith Evans
responded
Thanks for the comments. We are actively working on this feature and will provide an update in the next few weeks.
-
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 monthInitial 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… more
29 votesunder review ·
Keith 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
-
Campaigns Breadcrumb
Enhancement request for a breadcrumb within Campaign reporting to link to people level.
27 votes -
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
18 votes -
Synchronisation with Google Calendar
To be able to synchronise Workbooks Activities, such as demonstrations/appointments/meetings in Google Calendar
15 votes -
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.
14 votes -
Add button or hotkey to insert current date & time in notes
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?10 votes -
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 votesunder review ·
Peter 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 -
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… more
6 votes -
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 -
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)
6 votes -
Add Knowledge Base Flag to Cases
We could improve the usability of cases by making it possible to 'publish' cases to a knowledge base view.
This would include adding a 'Knowledge Base' check-box onto a case. In addition creating a system view which displayed all cases in the 'knowledge base'
This is quick and easy to implement.
Also adding the resolution information onto the grid would improve things.
6 votes -
recurring invoices
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.
6 votes -
Unit costs in opportunity line items need 4 decimal places to account for non standard pricing
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.
5 votes -
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.
5 votesunder 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.