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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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 -
A one way sync of Workbooks contacts
A one way sync of Workbooks people,opportunities and leads to Google Contacts, probably sync automatically
4 votes -
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.
4 votes -
Integrate with Doomi. So actions can be very quickly documented, and minutes of meetings & actions can instantly be recorded in workbooks.
Brillant!! Remove the need for separate documents for minutes & enable employees to instantly view their actions,
3 votes -
Workbooks desktop
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.
1 vote -
Opportunity Lines - The Unit Price & The Unit Cost could be in different currencies.
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.
1 vote -
Opportunity Lines - The ability to sort lines on Opportunities
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.
1 vote -
Opportunity - Adding multiple opportunity lines
We require a facility to be able to copy or add multiple lines on Opportunities.
1 vote
