Customer Forums


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Product Topics

This Area is monitored by our support and development teams and is the quickest way of getting your question answered.
Forum Name Topics Replies Latest Post Info
General Questions
For general questions about the product which don't fall into any of the categories below.
109 144 2 weeks 1 day ago
by Support
PDF Output Documents
Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates
7 15 19 weeks 5 hours ago
by Support
Sales Questions
Commonly asked questions by prospective customers.
3 2 6 weeks 4 hours ago
by Support
Free Edition
Questions about the Free Version of Workbooks
4 8 10 weeks 1 day ago
by Support
Reporting
If you have a question about reporting, please ask it here.
49 54 2 weeks 4 days ago
by Support
Process Engine & API Development
Forum for developers using our API and the Process Engine with Workbooks Scripts.
13 17 1 week 1 day ago
by Support
Fields, Picklists & Customising Workbooks
Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
30 34 1 day 5 hours ago
by Support
Outlook Connector
Forum for people using the Workbooks Outlook Connector
15 10 13 weeks 22 hours ago
by Support
Importing
Find out more about importing data into Workbooks here.
24 24 1 week 6 days ago
by Support
Email & Dropbox
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.)
25 38 21 hours 47 min ago
by Support
Managing Users & What They Can Do
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.
11 7 34 weeks 6 days ago
by Anonymous
Performance & System Requirements
Use this Forum to find out more about Workbooks' performance and general requirements.
5 2 1 week 22 hours ago
by jkay
Sagelink
Use the forum posts here to help you with your use of Workbooks and Sagelink
1 0 7 weeks 1 day ago
by Support

Community Site

Use these forums to ask questions about the community site and give us your feedback.
Forum Name Topics Replies Latest Post Info
Community Site
Learn about this community site.
2 1 2 years 21 weeks ago
by Support