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Editions & Licensing
... Editions & Licensing Workbooks CRM enables you to: track all of the People and Organisations you do business with, and record all the c ...
Allocating an Edition and Extension(s) to a User
Start > Configuration > Users & Security > Users > Open the User's record. Select a single Edition and relevant Extension(s). Additional info: Setting up your Users Click to enlarge: ...
Linking Outlook and Workbooks
Two of my colleagues use something called Outlook connector to link their emails into Workbooks but I can't do this. Why not? The Workbooks Outlook The Workbooks Outlook Connector is not part of the standard Workbooks offering and is s ...
How do I allocate the Outlook Connector Extension to a User?
A users Edition and Extension are controlled on each User's record. Start > Configuration > Users & Security > Users > Open the User's record. Ensure you tick the Outlook Edition and save the record. Additional info: ...