AdminKeith Evans (Admin, Workbooks Online)

← Workbooks Enhancements & Suggestions

My Ideas

Comments

Totalling and Sub-totalling in Landing Page views
36 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
2 comments · Workbooks Enhancements & Suggestions · Admin →

under review · Peter Trimm responded

Roadmap Candidate

AdminKeith Evans (Admin, Workbooks Online) gave this 3 votes · October 26, 2011
Bulk Actions
38 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
4 comments · Workbooks Enhancements & Suggestions · Admin →

planned · Peter Trimm responded

Roadmap Candidate

AdminKeith Evans (Admin, Workbooks Online) gave this 3 votes · October 26, 2011

AdminKeith Evans (Admin, Workbooks Online) commented · February 21, 2011

As per the idea description, please add a comment outlining the sort of bulk updates you’d like to perform and we’ll run the required tests.
Rename standard field labels and allow translation to multiple languages
4 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
0 comments · Workbooks Enhancements & Suggestions · Admin →

AdminKeith Evans (Admin, Workbooks Online) shared this idea and gave it 1 vote · August 04, 2011
Implement a non-working day calendar, primarily to make case reporting easier
1 vote
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
0 comments · Workbooks Enhancements & Suggestions · Admin →

AdminKeith Evans (Admin, Workbooks Online) shared this idea and gave it 1 vote · October 28, 2010
Reporting parameters (Prompt users for values when they run a report)
4 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
0 comments · Workbooks Enhancements & Suggestions · Admin →

AdminKeith Evans (Admin, Workbooks Online) shared this idea and gave it 1 vote · September 28, 2010
Send emails from Workbooks using an alias
13 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
0 comments · Workbooks Enhancements & Suggestions » Cases/Helpdesk · Admin →

completed · AdminKeith Evans (Admin, Workbooks Online) responded

The email alias functionality is now available allowing you to send emails from alternative addresses e.g. support@domain.com, bookings@domain.com

Documentation is located here:

http://www.workbooks.com/help/email_accounts

http://www.workbooks.com/help/email_settings

AdminKeith Evans (Admin, Workbooks Online) gave this 1 vote · August 10, 2010
Record State and Status Changes & Approvals
21 votes
Vote 0 votes Vote Vote
Vote

Sign in
prestine

Your email address
Check!

invalid email

(thinking…)

Reset

or sign in with

UserVoice password

Forgot password?

Create a password

Your name
I agree to the terms of service

You'll receive a confirmation email with a link to create a password (optional).

Signed in as (Sign out)

Close

Close

You have left! (?) (thinking…)
0 comments · Workbooks Enhancements & Suggestions · Admin →

completed · AdminKeith Evans (Admin, Workbooks Online) 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

AdminKeith Evans (Admin, Workbooks Online) gave this 1 vote · March 12, 2010