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.

Maybe i am running away with my mind a bit here but just thought a bank reconciliation feature would be a very useful additional.It will minimise having to manually enter payments and the risk of error. i know there are seperate accounting packages that do this.

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.

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

We need to create activities during the sales cycle which are defined at the start of the cycle. Currently this involves accessing the acvtiviies tab and creating indivual activities and either writing down the dates and other information or going back and forward between the main screen and activity screen to get the details. It could be as simple as a 'create activity' button available beside the date field which lanched the activity screen and pre-populated the date.

Would be great if there was a link between Workbooks and Clearbooks!

Integration / synchronisation with Xero accounts in teh same way as is currently supported for Sage.

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

Add a custom field for relationship between records, possibly a many-to-many field. Cases, projects, opportunities... are related to project networks (people other than the owner of the case), suppliers, advisors, etc.

For example, I need to track construction projects (my lead) and involved parties: owner(s), engineer(s), prime contractor(s), operator(s), project management, legal... A contractor can be a prime contractor with one project and a subcontractor in another.

An attorney may need to track third parties, adverse parties, joined parties, other beneficiaries... as well as the business relationship and subsidiaries of his clients for conflict checks...

Segmenting is key. This is true for contacts (advisors, clients, employees, geographic area, industrial sector, type of services...) but also projects (clients, internal, marketing, cases, HR) etc. Self-populating groups (smart lists) with drag & drop with self-tagging (the item once moved to the list is updated with the list's attributes). Whether you are a small business owner or a mid management director in a large corp, you should have more than one type of project and one type of contacts...

For professional services, the performance of the service is the first marketing campaign. Furthermore, service delivery may involve a network of stakeholder, supplier, advisors, shoppers, clients, team members... For a professional service firm, it is therefore critical to be able to integrate its service delivery system to its marketing ecosystem. At least a connector to PPM leaders. This is the only reason I cannot switch to Workbooks.

We would like to do a quick search for postcodes and products in the quick search bar rather than through organisations/ products and adding filters.

It would be great to have the sort functionality within Workbooks reporting without having to export data - e.g being able to sort a list of data by more than one field such as clients support officer and then surname.