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.
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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
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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
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Campaigns Breadcrumb
Enhancement request for a breadcrumb within Campaign reporting to link to people level.
27 votes -
Print Dashboards & Graphs
It would be useful to be able to print/copy graphs from reports and dashboards.
4 votes -
Timesheet
It would be really beneficial for us to get visibility in Workbooks of the utilisation of our consultants, our average daily rates, the projects each consultant is spending their time on etc. An integrated timesheet functionality would save us tons of time.
3 votesunder review ·
Adminjohn.cheney
(Admin, Workbooks Online)
responded
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.
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Report based on Campaign Status
In the Campaign window, it would be quite beneficial if a report could be created by clicking on a Member status under that tab, whether system-set or custom. That way, one could see only the members of a particular status.
3 votes
