- 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
To display the Desktop without any open records click on the Close all windows icon in the black taskbar.
When you log in to Workbooks the Workbooks Desktop will be displayed. Here you'll see the Welcome Message (unless you've switched it off within Preferences), any Bulletin messages you've received, any Notifications you've received, a link to our Training Videos page and any records and/or Landing Pages you've marked as pinned to launch when logging in, together with any Desktop Shortcuts you've created. To the right of the Search bar, there are two icons, one to Close all windows, the other to Show only the current window.
Clicking on Start activates the Workbooks menu. From here you can:
- See all the areas of Workbooks for which your System Administrator has granted you access Capabilities;
- Create new records;
- Search for records on your database;
- View recently opened records;
- Set your Preferences;
- Access Welcome Messages and Bulletins;
- Link to the Knowledge Base for more help;
- See information about which database you're using and which login you've used;
- Logout of the system;
- Link to the Landing Pages for different types of record.
It's important that you can find the record(s) you need quickly and easily and Workbooks includes a powerful Search capability for this purpose. You can search the entire database or limit your search to records of a specific type. Either click on the Search icon in the top left-hand corner of the desktop, or type the name of what you want to find into the Search box in the taskbar.
The Search defaults to being a 'quick search', which will return all records that start with the search term you looked for. For example, if you search for 'Alan' you'll see all the records, regardless of record type, that start with the word Alan (and only those records), as shown below. (Click to enlarge.)
If you want to find records that contain your search term anywhere in their indexed fields you should carry out a full search. To do this remove the tick from the quick search checkbox and click the magnifying glass. The screenshot below illustrates the different search results that are returned when carrying out a full search. (Click to enlarge.)
Alternatively, you have the option to carry out a 'sounds like' search, which can be useful if you're unsure of the spelling of a name. For example, if you search for 'Alan Smith' using the 'sounds like' search the results could include 'Alain Smith' or 'Alan Smyth', whilst searching for 'Leslie Kaye' could find 'Lesley Kay'.
Remember too that you can limit the type of records that are searched using the dropdown picklist next to 'within'.
NOTE: Each user can change the default behaviour of search within their Preferences by removing the tick from the checkbox next to Quick Search default.
Personalising the Desktop
System Administrators can personalise the look of the Workbooks Desktop (and of printed output) by replacing the default Workbooks logo with an image of your choice. Click here to find out how.
In addition you can control which, if any, windows open automatically when you login by 'pinning' Landing Pages and/or records using the pushpin symbol towards the top right-hand corner . Clicking on this symbol changes its appearance so it now looks like this and causes the Landing Page or record to open when you first login. NOTE: The window will appear the same size and in the same position as it was when you pinned it. You can stop the window from opening on login by clicking on the pushpin again or by deleting the option from the My Pinned Windows section within Preferences.
All Users can customise their Workbooks Desktop by creating shortcuts to specific Workbooks Records, Views on Landing Pages or Reports. Clicking on the Record icon in the top left-hand corner of a Workbooks record will open a menu with a list of options. Select Add shortcut on the Desktop, this will now add an 'All People' icon shortcut to your Desktop.
The Desktop icon will adopt the name of the Record, View or Report for which you're creating the shortcut for. To remove any Desktop Shortcuts, right click on the shortcut and select Remove Shortcut.