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Using the Outlook Connector
... Using the Outlook Connector Using the Workbooks Outlook Connector Converting native Outlook Contacts Once the Connector is installed, i ...
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 ...
Workbooks Outlook Connector
... Introduction to Workbooks Outlook Connector Introduction to Workbooks Outlook Connector Most Workbooks Users have a wealth of valuable info ...
First Run Assistant
... First Run Assistant First Run Assistant The screenshot below shows what you will see the first time you open Outlook after installing the Workbooks Outl ...
Meetings
... Meetings You can create Meeting Activities in Workbooks, just as you would any other type of Activity . The record looks similar to other ...
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 ...
Adding People to Outlook
... Adding People to Outlook There are two ways to add a contact to Outlook: From a Person record - open the relevant Person record an ...
What are the system requirements for the Outlook Connector?
Here are the system requirements and compatibility specifications for the Workbooks Outlook Connector. Be sure to read the notes at the end before you begin. Operating Systems ...
How do I restart Outlook with the /resetfolders parameter? I'm receiving a message stating "Corrupted storage detected"
I'm receiving the following message: "Corrupted storage detected. Workbooks outlook connector cannot be started with corrupted storage. Please restart Outlook with /resetfolders" How do I restart Outlook with the /resetfolders para ...
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: ...
What does "This record is incomplete because it did not match your filter" mean?
You may occasionally find Contact records in Outlook with this information: "Synchronised from Workbooks" "This record is incomplete because it did not match your filter" Click to enlarge: ...
How do I uninstall the Workbooks Outlook Connector?
How do I uninstall the Workbooks Outlook Connector? The Workbooks Outlook The Workbooks Outlook Connector is listed in the Windows Control Panel. Start > Control Panel > Add/Remove Programs > Locate "Workbooks Outlook Connector ...
Why are my login details being rejected on the Outlook Connector login screen?
There are two main reasons why your login details are rejected and you see the following message and screen. This issue will be addressed when the Outlook Connector login screen is updated. In the interim, review the password as outlined in ...
Why can't I find records in the Outlook Connector's Related Items screen?
Users who are new to the Outlook Connector frequently contact us to ask why, when trying to relate an email in Outlook to records in Workbooks, they can't find the records they want. If you too are having this problem make sure that you've set up yo ...
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: ...
Help! My Outlook Connector has stopped working. It's just disappeared.
Customers occasionally contact Support because the Workbooks Outlook Connector has suddenly stopped working / disappeared / "uninstalled" itself " . e.g. " It seems my Outlook Connector has broken. Outlook froze, a m ...
Where do I download the Outlook Connector?
Where do I download the Outlook Connector? The Workbooks Outlook The Workbooks Outlook Connector can be downloaded using the link at the top of the Installation Guide. Please also take the opportunity to familiarise yourself with the ...