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 |
|---|---|---|---|
| Deleting Organisations which have no employees We were recently asked how to delete Organisations which have no Employees. You can do this by either creating a report and then use a Process Engine Script or manually delete the records yourself. Th... |
0 | 2 weeks 1 day ago by Support |
n/a |
| Incorrectly set Accounting Periods When you first login to your Workbooks database you are required to run through the quick start wizard to configure your account. At stage 5 you must set your Accounting Periods. When you create an a... |
0 | 3 weeks 16 min ago by Support |
n/a |
| Changing database - Browser Shortcut If you have more than one Workbooks database (paid accounts are entitled to 5), it can be time consuming logging out and back in to switch between them. You can add a useful shortcut to your br... |
0 | 3 weeks 6 days ago by Support |
n/a |
| Turning off Notifications for a specific queue We were recently asked how to prevent users receiving notifications for a specific queue. This is different to the notification settings found under 'Preferences' and can be done by the indi... |
0 | 4 weeks 2 hours ago by Support |
n/a |
| Making a custom field of type checkbox mandatory A customer recently contacted us as they had created a custom field of type checkbox on a record and wanted to make completion of that checkbox mandatory. This isn't possible. If it were, it wo... |
0 | 10 weeks 2 days ago by Support |
n/a |
| Making the Object Reference visible on the main tab of a record All records in Workbooks are given a unique Object Reference, which the user cannot change but can view. On some record types (such as Quotations, Customer Orders, Invoices, etc), the reference is aut... |
0 | 12 weeks 17 hours ago by Support |
n/a |
| Export to Sage 50 Hi guys, I am just wondering if it is possible to export invoice and finance data etc. from Workbooks to import in to Sage 50 but without using the Sagelink 3rd party add on? As a sole tr... |
2 | 13 weeks 5 days ago by garethhaynes2 |
12 weeks 6 days ago by garethhaynes2 |
| Marking customers as "suspended" Workbooks allows you to create and edit Agreements you have between your Own Organisation(s) and your customers. This might be simply to change information about, say, their invoice address, or it mig... |
1 | 1 year 7 weeks ago by Support |
15 weeks 1 day ago by Support |
| Search issue - not searching Customer Reference on Orders Hi All, We used to be able to search for a customer order by typing the Customer Reference into the desktop search. Now that doesn't work any more. Is that a change in functionality or has some... |
1 | 18 weeks 1 day ago by Alan Hasell |
15 weeks 1 day ago by Support |
| Required Fields within MailChimp Within MailChimp for individual lists you have the option to make certain Fields required. This means you can only create new/update existing subscribers in MailChimp if values have been entered for t... |
0 | 16 weeks 2 days ago by rmcquire |
n/a |
| Reorder line items in Opportunities/Quotes etc. Does anyone know if it's possible to re-order line items once entered? At the moment we are having to delete and then re-enter all line items if something changes and this is pretty inconvenient... |
1 | 19 weeks 2 days ago by Alan Hasell |
19 weeks 2 days ago by Support |
| Grouping Customers for Email Lists etc I don't quite know where to post this request, but I am hoping someone will be able to advise on a suitable approach for us. We use Workbooks to manage our clients. One of the services we offer is we... |
2 | 30 weeks 54 min ago by keith.wilson |
29 weeks 4 days ago by keith.wilson |
| Hangovers from Prior Sessions Why does Workbooks always open with the same Search Box and Organisation displayed? How can I reset this so I open with a blank screen or workspace?... |
1 | 29 weeks 6 days ago by briesmith |
29 weeks 5 days ago by Support |
| Wordpress Forms Hi I am trying to create a form in a Wordpress website and want this to be connected to Workbooks ( Web2Lead). Can someone help me on this? I can't find any useful guidance on the workbooks help... |
1 | 45 weeks 1 day ago by Amstore |
30 weeks 2 days ago by keith.wilson |
| Changing the Access Permissions of an individual record All records within Workbooks have a set of Access Permissions which control who can view and modify that specific record. When you create a new record the Access Permissions it is given are a cominbat... |
0 | 32 weeks 6 days ago by Support |
n/a |
| Invoicing for shipping charges What is the recommended practice for adding shipping costs to an invoice? Would this be done through a custom field on the invoice record? (Or is it better done on the order?) Or should shipping be ad... |
2 | 38 weeks 1 day ago by dabramson |
37 weeks 1 day ago by dabramson |
| Assigned to selection list What is the criteria for employees being listed in the 'assigned to' selection list? I assumed it was a capablity that they had to have to allow them to feature in this list however I cannot fin... |
1 | 40 weeks 6 days ago by Claire Grieves |
40 weeks 3 days ago by Support |
| Use of different fonts Hi, Some years ago we decided to use the Century Gothic font for all our correspondance email etc. This is not curently supported by Workbooks so we've compromised and used comic sans. Are there any ... |
1 | 42 weeks 6 days ago by KevinJones |
41 weeks 23 hours ago by Support |
| Automated emails I am trying to workout how to do the following and any helps/suggestions would be appreciated. We have a list of opportunities / Quotes assigned to specific sales people. I would like t... |
1 | 45 weeks 2 days ago by Amstore |
43 weeks 1 day ago by Support |
| reset object reference Hi there I have created a few draft invoices and even opened an invoice then closed it. I have noticed that each time this is done the object ref picks the next number in a sequence, Is there an... |
3 | 48 weeks 2 days ago by aj |
46 weeks 1 day ago by Support |
| DELIVERY ADDRESS FIELD Hi there Is there a simple way to add a delivery address field with look up function ? I.e. be able to invoice a customer with a deliver address of another customer? or send a supplier ord... |
1 | 48 weeks 22 hours ago by aj |
46 weeks 1 day ago by Support |
| Using Google Docs for quotes I have viewed your training video which demonstrates creating quotes but it doesn't show how you would incorporate the use of Google Docs. I understand that Google Docs allows for more flexiiblity tha... |
1 | 47 weeks 6 days ago by Claire Grieves |
46 weeks 1 day ago by Support |
| How to search by country in Workbooks Hello I would like to know, if it is possible (and how to) to search by country in workbooks, so that if I type in for instance "Sweden" in the search field I can chose "country&... |
1 | 47 weeks 3 days ago by AnetteKristensen |
46 weeks 1 day ago by Support |
| Printing, Opening/Downloading Attachments & Pop-up Blockers Every time I try to use the print button, nothing happens. Is print broken? ... |
3 | 2 years 21 weeks ago by Anonymous |
48 weeks 5 days ago by jkay |
| Selling Subscription Services I am trying to work out how to set up subscription services in the products section, so that when we create a quote we can add Product for the next 12 months. I would then also need this to upda... |
1 | 49 weeks 1 day ago by AK_CSL |
49 weeks 1 hour ago by jkay |