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Customer Forum

We're on hand to answer your Workbooks CRM questions

Category Topics Posts Last post
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For general questions about the product which don't fall into any of the categories below.

129 254 By Sam (Workbooks Online) 1 week 1 day ago
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If you have a question about reporting, please ask it here.
106 195 By Greta (Workbooks Online) 2 weeks 3 days ago
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Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use.
12 20 By Workbooks Support 1 month 3 weeks ago
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
49 100 By Workbooks Support 1 month 3 weeks ago
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If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.)
37 81 By Workbooks Support 1 month 3 weeks ago
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Find out more about importing data into Workbooks here.
36 62 By Workbooks Support 1 month 2 weeks ago
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Forum for people using the Workbooks Outlook Connector
23 38 By Workbooks Support 1 month 3 weeks ago
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1 1 By Workbooks Support 6 months 4 weeks ago
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Questions relating to Meetings, Tasks and Activities

6 16 By External 1 month 4 weeks ago
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For questions relating to any type of transaction document such as Quotations, Orders, Invoices, Credit Notes and Contracts.

21 48 By Workbooks Support 1 month 3 weeks ago
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Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates
14 36 By Workbooks Support 1 month 3 weeks ago
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Questions about integration between Workbooks and other platforms

10 23 By Team 5 days 3 hours ago
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A collection of documentation regarding the integration Mailchimp and common problems that are encountered.
10 11 By Workbooks Support 1 month 2 weeks ago
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Please use these forum posts to help you set up the Adobe Sign Integration. For more information about this integration, please see our Knowledge Base.

4 4 By Alix (Workbooks Online) 2 weeks 2 days ago
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Commonly asked questions by prospective customers.
4 6 By Workbooks Support 2 years 3 months ago
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Use this Forum to find out more about Workbooks' performance and general requirements.
8 12 By Workbooks Support 7 months 1 week ago
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Forum for developers using our API and the Process Engine with Workbooks Scripts.
23 45 By Workbooks Support 1 month 3 weeks ago
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Questions about the Free Version of Workbooks
5 14 By Workbooks Support 1 month 3 weeks ago