Raquel Fernandes
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42 votesstarted ·
AdminJames Kay
(Admin, Workbooks Online)
responded
When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the “duplicate” list.
Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
(#2537)Raquel Fernandes
gave this 2 votes
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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
Raquel Fernandes
gave this 3 votes
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Raquel Fernandes
commented
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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)
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.