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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 ...
Setting up your Dropbox
... Setting up your Dropbox Click Start > Preferences > Email Dropbox > Create Dropbox . This will generate a Dropbox ...
Using your Dropbox
... Using your Dropbox Once you've set up your Dropbox you can start sending emails to it. Typically there are two ways that you might send emails to yo ...
Email Dropbox
... Introduction to Email Dropbox If you have emails that were either created outside Workbooks (in Outlook or Google Mail for example) or you've received emai ...
Creating Templates
... Creating Templates To create a new Template click Start > Marketing > Templates > New Template . (System Administr ...
Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
Working With Emails
... Working With Emails This page provides information on: Creating your Email ; Email recipients ; Writing your message ; ...
Templates
... Templates Workbooks templates can be used when compiling emails, documents (Google Documents) or Notes . If you regularly send out emails which hav ...
Sending Bulk Email
... Sending Bulk Email You can use the Mailing List functionality to send the same email to all the people on that list. (If you want to send personalised ema ...
Email Mailing Lists
... Email Mailing Lists Workbooks enables you to identify People and/or Leads on your database and group them together in a Mailing List so they ca ...
Attaching emails to Workbooks records
We were considering saving all our incoming support email as attachments to the Case or person record. We'll often however get customers attaching large files to these emails. Does workbooks impose a size limit to how large these files can be (I guess n ...
Receiving Emails
I´ve already set my email account to send messages from Workbooks. Is also possible to see received emails in the Workbooks Desktop - Email Module and let them in Gmail server? I don´t see any place to configure ingo ...