Customer Forums
Fields, Picklists & Customising Workbooks
Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| "Lookup" Type Function in Workbooks to Create Read-Only Descriptions? Hello, On my case form, I have a picklist of Issue Types. Our operations staff would like to see a "canned" description populate based on the issue type selec... |
0 | 4 days 12 hours ago by njschneider2 |
n/a |
| Mandatory fields within hidden sections on form layouts When editing a form layout bear in mind that any sections that you set to be collapsible and 'initially hidden' cannot contain any mandatory fields. ... |
0 | 3 weeks 4 days ago by Support |
n/a |
| Creating an iFrame for a LinkedIn Profile You can add an iFrame field on People and Sales Lead records within Workbooks which shows a snapshot of their LinkedIn profile. (When adding the iFrame to your database, it is recommended that you ... |
0 | 7 weeks 14 hours ago by Support |
n/a |
| Populating the FAO field on a Quotation with a Person name Whilst Workbooks doesn't currently support the concept of dependent picklists (where the picklist values available in one field are dependent on the value selected in a different field), you can still... |
0 | 8 weeks 4 days ago by Support |
n/a |
| Creating a Nominal Code Custom Field on Products and Invoice Line Items If you wish to use the SageLink integration you are required to store the nominal code for each product.... |
0 | 10 weeks 6 days ago by Support |
n/a |
| Integration with Google maps Several Workbooks customers have integrated Workbooks with Google Maps. Here’s a high level example of how a Solar Panel company integrates their website / Google Maps with Workbooks. ... |
3 | 1 year 51 weeks ago by Support |
16 weeks 4 days ago by Support |
| Using Linked fields to auto-populate custom fields If you are looking to pull information onto a Person record from the Employer record you can make use of the auto-populating linked fields. This saves you having to build reports a... |
0 | 17 weeks 4 days ago by Support |
n/a |
| Copy Details from Employer When you create a new person as an employee of an organisation , the 'copy details from employer' button only copies the address details. Is there anyway we could customise this to copy the foll... |
4 | 48 weeks 3 days ago by Amstore |
45 weeks 5 days ago by Support |
| People Categories I've imported data into Workbooks but I used the people:categories field to import tags from capsulecrm. I can't seem to find categories displayed in the people record so i'm unable to edit the... |
0 | 47 weeks 6 days ago by andy |
n/a |
| Add Custom Fields for Original Price and Exchange Rate We have a product price list in USD and we normally create Quotes and Orders in GBP. This works fine using the exchange rate as this is what affects our buy price on a daily basis! I'd like to ... |
0 | 47 weeks 6 days ago by Justin Ayres |
n/a |
| Formula based custom field I am trying to create a formula based custom field in Customer orders. Is this possible? Anyone tried it?... |
2 | 48 weeks 3 days ago by Amstore |
48 weeks 18 hours ago by Amstore |
| Additional Relationship Option We're a small charity using the free workbooks. I'd like to add the option of a relationship between an individual and an organisation of "trustee" but I can't find where to edit it in the ... |
3 | 48 weeks 6 days ago by egginton |
48 weeks 5 days ago by jkay |
| Page Break in a PDF Template Hello, I'm looking to add our Ts and Cs to all new Order PDFs generated by Workbooks. Ideally, I'd like them to start on a fresh page, not on the main order page. Is this possible? If n... |
1 | 1 year 6 days ago by AdamSmith |
51 weeks 4 days ago by jkay |
| Configuring a Dispatch Address using a Dynamic Picklist Out-of-the-box Workbooks doesn't have a Dispatch Address field for Order etc. You can add a Dynamic Picklist field which allows you to choose a Person and using that Person, fields to build a separate... |
0 | 1 year 4 weeks ago by jkay |
n/a |
| Bringing your quotations alive with product pictures You can make your quotations much more compelling to your customers by including pictures of what you're selling. ... |
0 | 1 year 12 weeks ago by jkay |
n/a |
| @Codes for use when customising I would like to add a column to my quotes and invoices but I can not find the code to make it appear. In this case it is the 'Unit' field I would like to include, but it would be helpful to have... |
1 | 1 year 18 weeks ago by sharon |
1 year 13 weeks ago by jkay |
| Custom Form Layouts What happened to the option form customising form layouts? My database is of Organizations only, no People. However, I need to set up mailing lists. I have a Custom Field for Email in the Organization... |
1 | 1 year 22 weeks ago by ToniRightChoiceHogan |
1 year 13 weeks ago by jkay |
| Modify PDF Template to show Customers VAT Number Hi! I'm trying to modify the *.xsl template to show an additional field containing the customer's VAT Number (needed in Italy) under the customer's address. This is the xsl: ... |
4 | 1 year 13 weeks ago by riccardo |
1 year 13 weeks ago by jkay |
| How to create a Packing Slip I would like to create a packing list that list everything an order or invoice does but without pricing. We like to include these in the boxes we ship to cusotmers so they can check in the order... |
1 | 1 year 16 weeks ago by MikeC |
1 year 15 weeks ago by Support |
| Setting Up New Tab? In the PEOPLE section is it possible to set up a new tab along with MAIN, SUMMARY, ACTIVITIES, etc? For example, Medical Information and create dropdown boxes and text fields within it... |
1 | 1 year 16 weeks ago by LaylaZakaria |
1 year 15 weeks ago by Support |
| How do I add a custom field? How would I go about adding a custom field to the contact screen? I'm looking to add URL-based fields for Twitter, facebook and LInkedIn. Thank you... |
1 | 1 year 23 weeks ago by pb |
1 year 23 weeks ago by Support |
| Why isn't my Organisation form layout applied? Why isn't my Organisation form layout taking effect? I've published and saved the form layout, but when I open an organisation record my custom form layout is not applied... |
1 | 1 year 26 weeks ago by Anonymous |
1 year 26 weeks ago by Support |
| How do I set a default value? How do I set a default value? I want newly created cases to be assigned to a particular queue by default.... |
1 | 1 year 33 weeks ago by Anonymous |
1 year 33 weeks ago by Support |
| Improving Usability I use the Activity record to keep a continuing note of my interactions with prospects. During these interactions - usually on the phone - I often gather new or revised information about the person I a... |
1 | 1 year 49 weeks ago by briesmith |
1 year 49 weeks ago by Support |
| How do I amend the list of values in the Campaign picklist? How do I amend the list of values in the Campaign picklist?... |
1 | 2 years 1 week ago by Anonymous |
2 years 1 week ago by Support |