Customer Forums
General Questions
For general questions about the product which don't fall into any of the categories below.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| Best mobile device for WB Dear all, I'd like to hear recommendations about which mobile/handheld device is best for accessing Workbooks. What's the experience between using Android or Apple OS? Who's had a good ... |
0 | 6 hours 9 min ago by thorablondal |
n/a |
| iPad App I have downloaded the workbooks app to my iPad but I am not able to access every landing page i.e no email, no configuration etc. I need to be able to access emails on the move. Is it possible to d... |
1 | 4 weeks 4 days ago by JustineRoden |
1 week 4 days ago by Claire Grieves |
| Inviting multiple attendees on meetings Is it possible to invite multiple people on meetings (and also tasks)? Like in outlook where you are able to invite anyone via email to a meeting is it possible to do this in Workbooks? &nbs... |
0 | 1 week 4 days ago by Claire Grieves |
n/a |
| Marking customers as "suspended" Workbooks allows you to edit the agreements you have between your organisations and your customers. This is done by clicking on the agreements tab on one of your customer's records Once you have c... |
0 | 3 weeks 7 hours ago by Support |
n/a |
| Automatic Salutation filling for Person Records Hi, When you make a person record, is there a way to set the automatically-filled 'Salutation' field so that it always shows as Dear *firstname* rather than Dear *Mr lastname*? Thanks... |
2 | 36 weeks 1 hour ago by vkspence |
3 weeks 5 days ago by gkroonder |
| Mail merge, Office integration Hi, I'm evaluating WB and was looking for a way to use data in (MS Word) templates, but can't find an obvious way. Is there such a thing? Regards, George. ... |
0 | 3 weeks 5 days ago by gkroonder |
n/a |
| Two factor authentication with Workbooks and Google Apps Most Workbooks customers access their accounts using their email address and a password in the traditional way. To make it secure Workbooks comes configured with password complexity requirements, con... |
0 | 5 weeks 6 hours ago by jkay |
n/a |
| tabs not visible on records Other than those people allocated full 'System Administrator' rights my colleagues are unable to see the 'people' or 'organisation' tab on opportunities or the 'Transactions' tab on people records, or... |
3 | 6 weeks 4 hours ago by Claire Grieves |
5 weeks 5 days ago by Support |
| Printing, Opening/Downloading Attachments & Pop-up Blockers Every time I try to use the print button, nothing happens. Is print broken? ... |
2 | 1 year 17 weeks ago by Anonymous |
6 weeks 6 days ago by Claire Grieves |
| Reset Numbering Hi!... |
8 | 9 weeks 5 days ago by riccardo |
9 weeks 5 days ago by jkay |
| What rules govern the ability to delete a DRAFT invoice? I am in the process of customizing our system and have created a few invoices at DRAFT status that I'd now like to delete. When I open one and click Delete, I get the warning pop-up asking me to confi... |
1 | 16 weeks 6 hours ago by dabramson |
9 weeks 5 days ago by jkay |
| Leads - reassign to another sales rep Can a group of leads be easily reassigned to another sales rep? For example can you search for leads by various criteria and then reassign all or some of the leads from the search resuts to a sp... |
1 | 10 weeks 2 days ago by hstulberg |
9 weeks 5 days ago by jkay |
| Localization Hi! Are there any plan to translate Workbooks in other language? I'd like to sell it in my country but it's actually impossible due to the language. It would be nice to leave the users the pos... |
1 | 9 weeks 5 days ago by riccardo |
9 weeks 5 days ago by jkay |
| Inventory Control Just recently signed up for Free edition of Workbooks and taking it for a test drive. I have sample uploaded/imported products data information as "products to sell". I have not... |
1 | 10 weeks 1 day ago by Kit |
9 weeks 5 days ago by jkay |
| Best Practice for logging and billing time used At the moment we're using Google Spreadsheets and Google Calendar for monthly timesheet and accounting/billing for clients. It's a little clunky to set up for new clients, but using our current solut... |
1 | 10 weeks 1 day ago by keith.wilson |
9 weeks 5 days ago by jkay |
| new sales quota If I try to set a new sales quota under MY forecast, I get the following message. We are sorry that there has been an error. ... |
3 | 12 weeks 6 days ago by jgotze |
12 weeks 4 hours ago by jgotze |
| Recommended practice for dealing with accidentally POSTED invoices I understand now that posted transaction documents are not editable (except for custom fields). However, we have a couple of POSTED invoices that were done in error as we were learning to use the syst... |
1 | 13 weeks 12 min ago by dabramson |
12 weeks 1 day ago by Support |
| Default Recipients in Email Templates Hi I am setting up a couple of Invoice templates for a [potential] client. I am using the Free Edition. The templates are fine but they insert either John.Cheney@workbooks.com or James.Kay@work... |
1 | 13 weeks 1 day ago by ed |
13 weeks 22 hours ago by jcheney |
| Generating invoices for deposits on orders I'm trying to work out how I can either generate an invoice for a deposit on an order at a set percentage of the total order (say, 30% of an order) OR (if there is no alternative) by calculating ... |
1 | 15 weeks 4 days ago by dabramson |
13 weeks 3 days ago by jcheney |
| Mobile phone usage What functionality do you have accessing Workbooks from a mobile phone - e.g. emailing a customer directly from their record, or making a phone call directly from their record?... |
1 | 14 weeks 1 day ago by Claire Grieves |
13 weeks 3 days ago by jcheney |
| Sending Bulk Mailshots Because you cannot send bulk email via the Workbooks server we are sometimes asked what alternatives exist and we hope you find the following useful. ... |
0 | 13 weeks 5 days ago by jhardie-matthews |
n/a |
| How I can add our T&C’s to the bottom of our quotation PDF? How I can add our T&C’s to the bottom of our quotation PDF?... |
4 | 1 year 5 weeks ago by Anonymous |
17 weeks 1 day ago by keith.wilson |
| User Passwords I've created some new users but can't remember what password I gave them. Can you reset them and let me know what they are?... |
1 | 17 weeks 4 days ago by Anonymous |
17 weeks 4 days ago by Support |
| 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... |
0 | 26 weeks 5 days ago by jkay |
n/a |
| Bulk Actions Is there a way to select multiple people from a view and then schedule a separate activity for each of them all at one time. I want to schedule a separate phone call for multiple people at ... |
1 | 27 weeks 11 hours ago by george.reschke |
27 weeks 8 hours ago by Support |