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Get answers to your CRM questions

Knowledge Base

Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.

Setting up and configuring the Modern Theme  Workbooks Web Insights  Contacting Workbooks Support  See more 

Customer Forum

Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.

in-line editing  Custom Field not available in People View.   Custom Field not displaying data  See more 


See which new features are most frequently requested, vote for your favourite and request your own.

Mail merge under review  Auto Refresh For Specific Window under review  Time Spent on Cases acknowledged  See more 


Looking for training? We offer several options, explore these below:

Training Courses  Training Videos  Workbooks Webinars