Don Wilmer
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47 votescompleted ·
Keith Evans
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_layoutsThere 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.
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86 votescompleted ·
AdminJames Kay
(Admin, Workbooks Online)
responded
We’re delighted to announce that the Workbooks Mobile Client is now available for customer use.
The Mobile Client is specifically designed for smartphones and tablets. Using the client you can access a wide range of Workbooks records: People and Organisations, Leads and Opportunities, Tasks, Meetings and Cases. You can search the entire system, create, modify, view and delete items. Most usefully for when you’re on the road it integrates with your phone to make calls and send emails; you can also copy appointments to your device.
Right now it works best with recent Android and Blackberry devices and especially the Apple iPhone and iPad.
It’s still under active development so technically it’s ‘in Beta’ as we want to add more features to it. We welcome suggestions to prioritise what we should add: please add new ideas to this forum and vote on them.
To use it, just visit the Workbooks… more
I do hope this will happen soon. Its **** near impossible to live without the iPhone - how can we then, work without it!!
I can't believe a CRM like Workbooks still doesn't have a mobile version (I am checking in after 15 months)! Even ZOHO which cost a fraction not only has a good mobile version but also integrates with Gmail / Google Apps. Workbooks is way ahead in terms of "build quality" and very feature rich. Pity, no mobile version yet. BTW, we plan to remove laptops from all our Sales Engineers and give them Tabs + Smartphones. Workbooks, wake up please.
I just checked back on Workbook after an year! Good improvements (at last, coming into Google Apps)! But still the customization is needed. On of the reasons we are still with ZOHO.