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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 ...
Prefixes & Numbering
... Prefixes & Numbering All object records within Workbooks have a unique Object Reference which provides a consistent way to refer to records within you ...
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 ...
Modifying Object References
... Modifying Object References To modify either the prefix or the numerical ID of an Object Reference , click Start > Configuration >&n ...
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 ...