- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- GatorMail Integration
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Modern UI on Mobile/Tablet
The Workbooks Mobile and Tablet versions which use the Modern UI are available using the URLs www.workbooks.com/login or https://secure.workbooks.com/login. We support recent versions of market-leading web browsers, and any older browsers used will display the message as per below. You can continue, however we recommend not doing so as it may not work as expected in older versions.
Please note: The Workbooks App will continue to use the old version of the mobile client, as will using https://secure.workbooks.com/mobile.
Key differences between Desktop and Mobile/Tablet versions
The phone and tablet versions implement all of commonly used Desktop UI functionality that would be useful to access on a mobile device.
We have also limited the amount of rows visible in a grid on a Phone to 25; this is to reduce the amount of memory consumed on the mobile device, which should provide a smoother experience for Users.
The wallpaper on Mobiles will always be the same image and will not mimic the one set on your desktop. This is to save memory and bandwidth. We also do not display the logo for the same reason.
Start Menu and Shortcuts
When viewing the mobile version you will see a condensed version of the taskbar which consists of the Start menu, a Search menu, Recent Items, a Window menu that lists open windows, and the Notifications button. This will appear at the bottom of the page when the phone is in portrait mode, and on the left hand side of the screen when in landscape.
To see the logo text that you set on the Desktop, you should open the About dialogue from the Start menu.
Navigation and Menus
Not all of the buttons on a window can be displayed across a small phone screen, so those that don’t fit are collapsed into a menu that you can open by tapping on the icon on the right of the button bar (three horizontal lines):
Menus open in full screen. You can tap on the bar on the left to navigate back from a sub menu, or if already at the top level, it will close the menu.
Similarly on a Landing page such as My People, the left-hand panel is not shown to save screen space. Instead tap the top-left icon of the window to access the menu, and tap the left-hand bar in the menu to close it:
Switching Between Views
By default, when you click on any Record types, you'll be taken to the My View, to access other Views you will need to click on the top left hand corner (as above) and then click on Views and select the View you would like to display.
Filters on Mobile will work in exactly the same way as on the desktop version, though the appearance is slightly different. When applying the filter a panel will drop down allowing you to add as many filters as required, once the filters have been applied they will be summarised on a single line above the grid to save space:
Picklists and Linked Items on a Record will open the list in full screen. The values can then be filtered by typing in the Field at the top in the exact same manner as on the desktop version.
Using the Rich-Text Editor
The Rich-Text Editor on phones offers simplified styling including bold, italics, underline, bulleted and numbered lists. More advanced actions such as inserting images and hyperlinks are not available due to the restricted screen space.
To edit the contents of a rich-text field tap the View/Edit button. The contents of the field is then presented in a full-screen view. Tap Done when you have finished.