Continuous Improvement

At Workbooks we enhance our products based on customer feedback. We actively encourage customers to suggest new ideas and provide tools for customers to vote on the features they would most like to see in the product. You can visit the Customer Suggestions area to see the current list.

We typically run a 3-4 month development cycle and this agile approach to development allows us to respond quickly to market demands and to feedback from our customers.

The improvements currently being worked on by our engineering team are: 

Improved Office365/Exchange Integration

The existing Workbooks Exchange Server Synchronisation Solution (WESS) is being extended to include additional functionality by developing a MailApp plug-in. 

This plug-in will provide a user interface directly inside Outlook that will allow you to:

• Create, View & Edit People records inside Outlook
• Create, View & Edit Organisation records inside Outlook 
• Create View and Edit Activity records inside Outlook
• Create, View and Edit Case records inside Outlook
• Create, View and Edit Opportunity records inside Outlook 

Improvements to Copying Documents

The copy document functionality in Workbooks is being extended and will provide the additional features:

• Select which line items from the source document are copied to the new document
• Instead of just creating a new document, you can add the selected line items to an existing transaction document

Performance & Stability Improvements

We are currently working on a number of enhancements to the platform which will improve both performance and stability.

All of the above improvements will be released in July/August 2019.