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Customising an Organisation form
... Customising an Organisation form By investing some time in planning how you want forms to appear, you can create a completely unique set of Workbooks reco ...
Record Types
... Record Types Workbooks offers a great degree of flexibility to enable you to customise the records on your database. Careful customisation ensures you have fi ...
Form Layouts
... Form Layouts Customising Form Layouts gives you a great degree of flexibility to change the appearance of Workbooks records so that they reflect your business ...
Making the Object Reference visible on the main tab of a record
All records in Workbooks are given a unique Object Reference, which the user cannot change but can view. On some record types (such as Quotations, Customer Orders, Invoices, etc), the reference is automatically visible on the main tab of that record. On ...