Workbooks Enhancements & Suggestions on UserVoice

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-02-21T01:37:36-08:00

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.

Ronny said:

When will the mobile version be launched ?

recurring invoices

2012-02-13T07:42:43-08:00

Sharon suggested:
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.

bank reconciliation

2012-02-13T02:38:22-08:00

Sharon suggested:
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.

Job scheduling and payroll

2012-02-11T15:24:29-08:00

Sharon suggested:
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 contacts

2012-02-10T10:33:44-08:00

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

Integration with Xero Accounts [is now planned]

2012-01-27T04:35:46-08:00

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

Integration with Xero Accounts [updated]

2012-01-27T04:35:46-08:00

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

john.cheney (admin) responded:

We now looking at how we can integrate Workbooks effectively with Xero.

Why is the FAO field in quotes not linked to the contacts list? [is now declined]

2012-01-27T04:31:38-08:00

When I create a quote I have to manually enter a name in the FAO field. There should be a default setting and any name I enter shoud also search for existing contacts - that would save time and ensure the spelling is correct

Why is the FAO field in quotes not linked to the contacts list? [updated]

2012-01-27T04:31:38-08:00

john.cheney (admin) responded:

It is now possible to create your own custom fields on a transaction document which links directly to a person record using the Dynamic Linked Item custom field. This would enable you to add a 'Finance Contact' which links to a person record and also populate fields such as email address and phone number onto the transaction form. I have declined this specific enhancement request, because it can be addressed using the Linked Item functionality recently released.

Email- to Case functionality [is now completed]

2012-01-27T04:28:19-08:00

This is the ability to allow customers to create a new case in Workbooks by sending an email. Once the email is received a new case would be created and associated with the user who sent the original message. This idea replaces the idea "Customer Case Management" created by Matthew Dale.

Email- to Case functionality [updated]

2012-01-27T04:28:19-08:00

john.cheney (admin) responded:

Email2case functionality can now be implemented by customers using the Process Engine. A script has been provided which can be tailored to meet each specific customer requirement.

System Use / Audit Trail / User Activity Report [is now completed]

2012-01-27T04:26:11-08:00

create an adminstration activity report by user so that you can report user activity for a period of time, modules used etc

System Use / Audit Trail / User Activity Report [updated]

2012-01-27T04:26:11-08:00

create an adminstration activity report by user so that you can report user activity for a period of time, modules used etc

john.cheney (admin) responded:

The Audit functionality has now been added to the product. It is a extra module which can be added to your account. Existing customers can have audit added to their account for the remainder of their contract free of charge. They will be charged at renewal time for the extra fees.

Record State and Status Changes & Approvals [is now completed]

2012-01-27T04:23:20-08:00

Within Workbooks, records are set with a status and or state depending where the record is in relation to your internal processes. Currently changing statuses can be done outside of any pre-configured framework. For those customers who will find it useful, it will be possible to control how these different elements can be managed.

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2012-01-06T10:10:36-08:00

Raquel Fernandes said:

Thanks I have had a look at the preview release and looks good.
In the meantime however and even perhaps going forward it is possible to have the option to still view it as a full website for things like the ipad? My ipad has become useless in the use of workbooks whilst waiting for the app to be developed. Facebook do this, when browsing the site at the bottom it gives you the option to see the standard full site instead, gives people options, which is always nice.

search for postcodes and products in the quick search bar [updated]

2011-12-19T09:24:53-08:00

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.

Keith Evans said:

WB Internal Ref: #10390

Full pop3 mail client so that all email is kept in the system. [updated]

2011-12-15T01:27:46-08:00

Keith Evans said:

Paul,
Workbooks is not a replacement email client. For example, it doesn't have Read receipts, or the concept of marking an email as read.
What features are you referring to in this idea please?
Thanks,
Keith

Creating an activity when a field is a date. [updated]

2011-12-01T08:22:38-08:00

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.

James Kay said:

John, very early next year you will be able to add buttons to Workbooks forms which invoke scripts. Such scripts are passed values from the main object when they run. If you can define the activities which need to be created in terms of these values then this could be automated fairly easily. Depending on your requirements you could create multiple Activities when the button was used.

If you are interested in this please get in touch with us (if you want us to write scripts this would be chargeable). support@workbooks.com

Creating an activity when a field is a date.

2011-12-01T03:10:43-08:00

John Gerard suggested:
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.

Full pop3 mail client so that all email is kept in the system.

2011-11-28T01:52:04-08:00

This may already exist but I would like to see Calendar views from within the software [is now declined]

2011-11-28T01:29:59-08:00

This may already exist but I would like to see Calendar views from within the software [updated]

2011-11-28T01:29:59-08:00

Keith Evans (admin) responded:

Hello Paul,
Yes, this idea is already logged as - http://ideas.workbooks.com/forums/34950-workbooks-enhancements-suggestions/suggestions/1388775-add-calendar - Please transfer your votes to that idea.
Many thanks,
Keith

This may already exist but I would like to see Calendar views from within the software [updated]

2011-11-28T01:29:03-08:00

Keith Evans said:

Clearbooks

2011-11-23T02:46:23-08:00

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

Support Portal - for customers to log and manage cases [updated]

2011-11-23T01:53:01-08:00

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,

Paul Oxley said:

You have another sale when this is ready !

Support Portal - for customers to log and manage cases [updated]

2011-11-21T03:53:58-08:00

Keith Evans said:

@Phil - I know we've been working on the portal. I'll check where we are with it and come back to you with a further update. Thanks, Keith

Support Portal - for customers to log and manage cases [updated]

2011-11-18T03:05:26-08:00

Phil Borland said:

Any news on the release date for this?

Integration with Xero Accounts

2011-11-11T09:11:26-08:00

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

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2011-11-07T09:32:29-08:00

James Kay said:

@Raquel, @Anonymous - we are intending to release this before the end of this month.

@Alex - Modern Blackberries, running OS6 and later, are expected to work. If you can contact us I will pass you a URL if you would like to try things out. Older Blackberry devices will, unfortunately, not work.

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2011-11-05T14:26:24-07:00

Raquel Fernandes said:

Do you have an actual release date for iPhone/Blackberry compatibility? At the very least you could optimise the site so that it's more mobile browser friendly. I do admin implementation for small and new businesses and was looking to recommend workbooks to some of my clients but without mobile access it becomes an immediate no go for pretty much all my clients so far which is a big shame. Would be good to know an actual ETA rather than a general 'it's in the roadmap/soon/as and when the developers feel like delivering it". Thanks in advance!
(as if to illustrate the point I tried to simply type the above and post on my iphone, it was so difficult (actually impossible) to do I had to email the comment to myself and wait until I had access to my computer again, not great)

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2011-11-01T08:32:00-07:00

Anonymous said:

Come on Work Books. Get with the programme and sort it out, we need a good Blackberry version.

Add ability to send Mail Shot to Campaign Members based on their status

2011-10-31T07:35:45-07:00

System Use / Audit Trail / User Activity Report [updated]

2011-10-26T03:41:28-07:00

create an adminstration activity report by user so that you can report user activity for a period of time, modules used etc

Keith Evans (admin) responded:

An Audit feature will be delivered in the next release of Workbooks. You will be able to see and report on what has changed on records e.g. If opportunity value, stage, or other fields have changed.

Add ability to "publish a view" for all, or a selection of users/user groups [is now completed]

2011-10-26T03:23:15-07:00

You cannot currently "publish a view" for all, or a selection of users/user groups. This means that if you want users to have the same views, you either need to log in as each user individually and create the views for them, or provide instructions and get the users to create the views. Adding the ability to publish views to users would save a system administrator a significant amount of time.

Add ability to "publish a view" for all, or a selection of users/user groups [updated]

2011-10-26T03:23:15-07:00

Keith Evans (admin) responded:

The Autumn Release introduced this feature.

Documentation is located here:
http://www.workbooks.com/help/customising_views

There are lots of changes in the Autumn Release, and release notes are located in Start > Bulletins.

Please also take a moment to reallocate your votes to any of the existing ideas, or log a new one. Thank you.

Add ability to save the default view to be loaded when opening a landing page [is now completed]

2011-10-26T03:22:07-07:00

For example, when you open the Sales Leads screen it would be helpful to load the most relevant view, rather than having to always select the view you require.

Add ability to save the default view to be loaded when opening a landing page [updated]

2011-10-26T03:22:07-07:00

For example, when you open the Sales Leads screen it would be helpful to load the most relevant view, rather than having to always select the view you require.

Keith Evans (admin) responded:

The Autumn Release introduced this feature. View > Set as My Default View

Documentation is located here:
http://www.workbooks.com/help/customising_views

There are lots of changes in the Autumn Release, and release notes are located in Start > Bulletins.

Please also take a moment to reallocate your votes to any of the existing ideas, or log a new one. Thank you.

Record State and Status Changes & Approvals [is now started]

2011-10-26T03:13:54-07:00

Record State and Status Changes & Approvals [updated]

2011-10-26T03:13:54-07:00

Keith Evans (admin) responded:

An Audit feature will be delivered in the next release of Workbooks. You will be able to see and report on what has changed on records e.g. If opportunity value, stage, or other fields have changed

Custom Page Layouts [is now completed]

2011-10-26T02:55:22-07:00

The way your application looks and feels is very important to us at Workbooks, but we realise it is currently a little inflexible. We wish to improve your experience and adoption of the service and gain the best value from its rich functionality. Therefore we will be enhancing the service to allow you to have more control over the layout of the screens. This will include the ability to rename/remove standard non-mandated fields, form tabs and add your own screen tips.

Custom Page Layouts [updated]

2011-10-26T02:55:22-07:00

Keith Evans (admin) responded:

Custom Form Layouts is now available and is located in the Configuration > Customisation screen.

Documentation is located here:
http://www.workbooks.com/help/form_layouts

There are lots of changes in the Autumn Release, and release notes are located in Start > Bulletins.

Please also take a moment to reallocate your votes to any of the existing ideas, or log a new one. Thank you.

Add Calendar [updated]

2011-10-25T15:39:32-07:00

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.

Alex said:

I would suggest to leverage google apps as much as possible. Don't give me yet another calendar where I have to go look for things. Let me keep google's and have bi-directional sync. If you do that, you don't have to worry about sync'ing with blackberries because google will take care of it.

Mobile Version (BlackBerry, iPhone, iPad etc.) [updated]

2011-10-25T15:36:16-07:00

Alex said:

Most important to me are a version for Blackberry and offline capability.

Mailshots & Campaigns - support 'opt-in' as well as 'unsubscribe'

2011-10-12T06:50:20-07:00

Toby Smith - INOVEM suggested:
At the moment when you send a campaign mailshot, you can include an 'unsubscribe' page which allows people to unsubscribe from all future mail, or from individual campaigns which they've *already* received email from. We'd like to extend this so you could include future possible campaign mailshots on the same page, allowing opt-in as well. eg: You run one general 'Newsletter' mailshot to all customers, but use that page to allow them to opt into more specific campaign newsletters on sub-topics if they wish to. Or a one-off campaign mailshot after an exhibition to new leads allows people to opt in to your general newsletter campaign. (Where 'opt in' obviously means they've not received a mail from that campaign before). We don't want to show all campaigns on the subscribe / unsubscribe page (many are internal only) but a 'Allow mailshot opt in' flag or something along those lines on each campaign might work.

Integration with Kashflow, a book keeping system

2011-10-11T07:43:56-07:00

Chipo Rapson suggested:
Have you thought of integraHave you thought of integrating with Kashflow? It's a book keeping system that integrates with CRMs and even online payment merchants like paypal etc... They offer a trial period to allow you check them out and are much more user friendly that sage and much mor eaffordable. Key benefits are it helps SME's with VAT returns, Profit & Loss Statements, Invoicing etc... It's near enough an accountant replacement for many services. Saying that, what's great about it is that many accountants work with Kashflow as they too can be granted access on their own interface. That way as a customer you are accessing your records and so are yoru accountants.

automated email signatures on replies and forwards - not just new emails

2011-09-30T07:26:43-07:00

Samantha Jones suggested:
Automated email signature on replies and forwards - not just on new emails

Email Marketing [is now completed]

2011-09-29T02:19:10-07:00

The existing email marketing tool to be extended so that emails sent out in bulk can contain personalised data originating from the Workbooks person or lead records. This is currently possible when sending emails on a ‘one at a time’ basis. This functionality, will for example, enable you to display people names or values stored on a custom field in each Email when sending out in bulk. In addition to this, in order to monitor the performance of an email campaign, analytics of responses will be captured and be available for reporting. It will be possible therefore to track how many of the members of a campaign opened the email and clicked on any links.

Email Marketing [updated]

2011-09-29T02:18:44-07:00

Keith Evans (admin) responded:

Apologies for the delay in updating this idea. This feature was released earlier this month. MailChimp integration is currently being developed and due later this year.

Documentation here:
http://www.workbooks.com/help/mailshots

Email Marketing [updated]

2011-09-29T02:18:10-07:00

Keith Evans said:

Hi Brian,
Apologies for the delay in updating this idea. This feature was released earlier this month. MailChimp integration is currently being developed and due later this year.

Documentation here:
http://www.workbooks.com/help/mailshots

Email Marketing [updated]

2011-09-29T02:11:23-07:00

Brian Pitt said:

Hi Keith
What's the status on this feature?