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Customer Forum

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For general questions about the product which don't fall into any of the categories below.

132 263 By Sam (Workbooks Online) 2 hours 4 minutes ago
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If you have a question that does not fit into the below Reporting categories, ask it here

98 185 By Keith (Workbooks Online) 2 days 6 hours ago
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Examples of reports that provide information about the Opportunities in your Pipeline

11 17 By Ross (Workbooks Online) 1 week 3 days ago
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Reports based on Marketing Campaigns and their Members

4 5 By Workbooks Support 6 months 2 weeks ago
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Some examples of reports that use the Mapping module functionality, to view the report results on a map

3 3 By Sam (Workbooks Online) 3 months 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 6 months 2 weeks ago
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
53 105 By Keith (Workbooks Online) 1 day 6 hours 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 6 months 2 weeks ago
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Find out more about importing data into Workbooks here.
37 64 By Ross (Workbooks Online) 1 month 2 weeks ago
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Forum for people using the Workbooks Outlook Connector
23 38 By Workbooks Support 6 months 2 weeks ago
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3 4 By Lucy (Workbooks Online) 1 week 1 day ago
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Questions relating to Meetings, Tasks and Activities

6 16 By External 6 months 3 weeks ago
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For questions relating to any type of transaction document such as Quotations, Orders, Invoices, Credit Notes and Contracts.

22 50 By Greta (Workbooks Online) 2 months 2 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 6 months 2 weeks ago
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Questions about integration between Workbooks and other platforms

10 25 By Greta (Workbooks Online) 1 week 3 days ago
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A collection of documentation regarding the integration Mailchimp and common problems that are encountered.
11 13 By Ross (Workbooks Online) 2 months 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) 5 months 1 week ago
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Commonly asked questions by prospective customers.
4 6 By Workbooks Support 2 years 8 months ago
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Use this Forum to find out more about Workbooks' performance and general requirements.
8 12 By Workbooks Support 1 year ago
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Forum for developers using our API and the Process Engine with Workbooks Scripts.
23 45 By Workbooks Support 6 months 2 weeks ago
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Questions about the Free Version of Workbooks
6 16 By Greta (Workbooks Online) 2 months 3 weeks ago