Keith Evans

← Workbooks Enhancements & Suggestions

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Totalling and Sub-totalling in Landing Page views
48 votes
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3 comments · Workbooks Enhancements & Suggestions · Admin →

under review · Peter Trimm responded

Roadmap Candidate

Keith Evans gave this 3 votes · October 26, 2011
Bulk Actions
49 votes
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4 comments · Workbooks Enhancements & Suggestions · Admin →

started · AdminJames Kay (Admin, Workbooks Online) responded

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.

Keith Evans gave this 3 votes · October 26, 2011

Keith Evans 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
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0 comments · Workbooks Enhancements & Suggestions · Admin →

Keith Evans shared this idea and gave it 1 vote · August 04, 2011
Implement a non-working day calendar, primarily to make case reporting easier
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0 comments · Workbooks Enhancements & Suggestions · Admin →

Keith Evans shared this idea and gave it 1 vote · October 28, 2010
Reporting parameters (Prompt users for values when they run a report)
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0 comments · Workbooks Enhancements & Suggestions · Admin →

Keith Evans shared this idea and gave it 1 vote · September 28, 2010
Send emails from Workbooks using an alias
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0 comments · Workbooks Enhancements & Suggestions » Cases/Helpdesk · Admin →

completed · Keith Evans 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

Keith Evans gave this 1 vote · August 10, 2010
Record State and Status Changes & Approvals
21 votes
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0 comments · Workbooks Enhancements & Suggestions · Admin →

completed · Keith Evans 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

Keith Evans gave this 1 vote · March 12, 2010