- Autumn (October) 2010 Release
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Introduction to Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
- Error with Integration: Name Has Already Been Taken
- Frequently-asked API Questions
- Using the api to insert custom field data
- Updating API objects through ColdFusion
- New PHP Workbooks API examples available
- Custom Field Limits
- Mandatory fields within hidden sections on form layouts
- Creating a Nominal Code Custom Field on Products and Invoice Line Items
- Setting Up New Tab?
- How do I set a default value?
Autumn (October) 2010 Release
The Autumn 2010 version of Workbooks was released on 30 October 2010.
User Interface (UI) Improvements
We have made a number of changes to the User Interface. The most significant is moving the tabs from the bottom of the forms to the top. Internally we have called this ‘Tabtastic’; we hope you like the change.
In addition, we have improved the usability of the ‘Watch’ flag. In the new version this has been changed from a checkbox on the form, to a button on the top bar making it much more visible.
We are often asked ‘What does the ‘Watch’ flag do?’ By default if you ‘watch’ a record it always appears in your “My” views for instance, “My People” or “My Organisations”. These lists contain all records which are either assigned to you, or that you are Watching.
If you want to change the behaviour of the “My” views you can add a filter to show just those records assigned to you, or to just show those that you Watch.
Custom fields in grids
We have added the ability to create custom fields in the line items grids. The line item grids are used in many records, including Opportunities, Orders, Invoices and Purchase Orders. By adding a custom field into a grid, you can use it to track information against a specific item.
To give you an example:
You might want to track the delivery status of a line item in an order. So you could create a new picklist called ‘Delivery Status’ with type options of ‘Not Delivered’ and ‘Shipped’ and then create a custom field in the Order Line Items, referencing this picklist. You can then track the status of each item separately. As with all custom fields they are reportable. In addition, if you create the same custom fields in different transaction documents, they will automatically be copied across when you click ‘Copy Document’.
API Support, Outlook and Sage
This release of Workbooks exposes our API to third-party developers. We have been working for many months on the API and it now allows third-party engineers to integrate Workbooks with different systems.
The first two API applications coming to market will be the Outlook Connector and Sagelink.
The Workbooks Outlook Connector will ship approximately 4-6 weeks after the Autumn release of Workbooks and will allow you to synchronise Outlook contacts, tasks and meetings with Workbooks and allow you to share emails stored in Outlook with Workbooks. The Connector has been developed for us by a company called InvisibleCRM who specialise in developing desktop connectors for CRM systems.
The Outlook connector will require an additional licence at a cost of £60 per user, per year (£5 per user, per month) and can be purchased directly from us.
The Sagelink product is developed by Eiger Group, a specialist Sage Integrator. The Sagelink will be available within approximately 4 weeks of the release and allows customers to synchronise Order and/or Invoice information from Workbooks directly with Sage Line 50.
You would install the Sagelink product on the same PC that runs Sage and it connects to Workbooks using our API over the Internet. The Sagelink product can be purchased directly from Eiger Group; it will cost £1,000 for a single Sage implementation, plus 2 to 3 days of consultancy to setup, depending on the complexity of your requirements.
Chrome Frame & Internet Explorer
Generally we don’t recommend you use Internet Explorer with Workbooks, but if you want to, installing the plug-in will make it run a lot faster. Workbooks will prompt you to install the plug-in, so you just need to follow the instructions.
New Import Engine
Finally in this release we have completely rewritten the import engine, so it’s not only a lot faster, but also much more flexible. The new import engine also supports the import of opportunities and adds additional matching and de-duplication capabilities.