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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 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 ...
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 ...
Introduction to Email
... Introduction to Email Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that y ...
Setting up your Dropbox
... Setting up your Dropbox Click Start > Preferences > Email Dropbox > Create Dropbox . This will generate a Dropbox ...
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 ...
How can I get customer email replies to appear in Workbooks without manually forwarding them to the Dropbox?
I would like emails to automatically appear in Workbooks rather than having to manually forward them. Create a rule in your email Create a rule in your email client to automatically forward the emails. Prerequisite: Your Workbooks Dropbox ...