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Editing a Web Key Form
... Editing a Web Key Form Because a web form is provided with no style and little formatting (as well as including all the fields from your Case or Lead ...
Creating a Web Key
... Creating a Web Key Click Start > Configuration > Email & Web > Web Integration > New Lead Key or New ...
Web Integration
... Web Integration If you use forms on your website which are completed by potential and/or existing customers, you might like to configure Workbooks so that whe ...
Introduction to Cases
... Cases Workbooks enables you to log customer support Cases , giving priority to urgent Cases and tr ...
Raising Workbooks Cases using Web2Case - a worked example
It's a common requirement to be able to put a form on your website to capture a new support case. Fortunately the tools are there in Workbooks to make this straightforward. There are a number of steps to the implementation which are outlined here. The e ...