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Setting your Preferences
... Setting your Preferences Click Start > Preferences to access your User Preference options. Within the General section you can: ...
Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Queues
... Queues Queues are a concept in Workbooks which enable you to assign records to a specific group or function and allow you to notify the relevant people in ...
Introduction to Activities
... Introduction to Activities Creating Activities in Workbooks enables you to track and record the interactions you have with People and Organisation ...
Introduction to Preferences
... Introduction to Preferences It's important that you can control how Workbooks operates for you, so we recommend that you take some time to set up your Prefe ...
Workflow
... Workflow Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. Example proces ...
Creating Email notifications
I know that you can set up an email notification for activities & meetings but can you also create an email notification to advise you that a transaction document has been assigned to you?. I am often out of the office but need to approve orde ...