Roadmap Candidate

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)

This is currently underway and expected in the next release (Q2 2012). You will be able to use filters within landing pages to select large numbers of records and carry out operations including reassignment, deletion and setting values.

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

We’re pleased to announce the release of Contract Management in the latest Workbooks upgrade. The release notes can be found here: http://www.workbooks.com/community/blog/winter_release
Documentation is located here:
http://www.workbooks.com/help/contracts

Sage Integration is now available:

SageLink enables users of Workbooks to sychronise orders, credit notes, new accounts and invoice information from Workbooks directly with Sage Line 50 & Sage Line 200, via the Workbooks API.

SageLink has been developed by Eiger Group, a leading supplier of accounting, CRM and e-business solutions and specialists in Sage integration. The SageLink product can be purchased directly from Eiger Group. http://www.eigergroup.co.uk/crm/wb.html

Note: This was delivered in the Summer 2011 release on 2nd September.

“We are making improvements to the Template functionality offered by Workbooks. This will allow you to define a template that can generate either a Workbooks Note or Email record, or a Google Docs document.

Templates will make use of field placeholders / tags e.g. first_name and output the value into the Workbooks Note or Email record, or the Google Docs document. In addition to using fields in the record itself you can also generate multiple sections corresponding to Line Items for example those within an Order or Quotation.

Once generated, you can share the Google Docs document, restrict access, or allow others to collaborate and make changes. A web link / URL to the document is retained in the Notes tab."

This will be available in the Spring Release scheduled for Fri 26th March

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.