- Installing the Connector

Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Desktop Environment
- Introduction
- Desktop
- Records
- Landing Pages
  - Bulk Actions
- Customising Views
  - Customising Columns
  - Filtering
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Notifications & Reminders
Activities
- Introduction to Activities
- Using Activities
  - Meetings
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Mailing Lists
  - Creating Mailing Lists
- Email Dropbox
- Sending Bulk Email
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
  - Import Requirements
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Marketing Campaigns
- Products
  - Pricing Schemes
  - Supply Schemes
- Upload Library
  - Using the Upload Library
- Templates
- Mail Shots
  - Creating a Mail Shot
- Using HubSpot with Workbooks
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
  - Direct Relationships
  - Third Party Relationships
- Using Postcode Lookup
Reporting
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
Workbooks Glossary
- Workbooks Glossary
Workbooks Mobile Client
- Workbooks Mobile Client
Outlook Connector
- Workbooks Outlook Connector
- Installation Guide
  - First Run Assistant
- Using the Outlook Connector
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
  - Processes
    - Process Logging
  - Workbooks Scripts
- PDF Configuration
Releases & Roadmap
- Roadmap
- March 2013 Release
- November 2012 Release
- October 2012 Release
- June 2012 Release
- January 2012 Release
- October 2011 Release
- September 2011 Release
- May 2011 Release
- February 2011 Release
- Autumn 2010 Release
- Summer 2010 Release
- Spring 2010 Release
Administrator Service
- Introduction to the Administrator Service
- Make a Request
Support
- About Workbooks Support

Tip:

Please be aware that anti-virus scanners might prohibit the download of the Connector files. In this situation, you may need to temporarily disable your security system to allow the download but of course, remember to activate it again.

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Installation

Setting up the Workbooks Outlook Connector happens in five main steps:

Downloading and installing the software. Click here to download.
Setting up Outlook Connector Filters
Configuring Synchronisations
Advanced Settings
First Synchronisation

Remember to check that your environment meets the system requirements before going ahead. Details of these requirements can be found by clicking on this link.

Please note that the Outlook Connector can only be installed on one machine accessing any particular mailbox. If you get a second PC you should uninstall it from the first PC before installing it on the second one.

Before you begin

The correct operation of the Connector is not guaranteed if you have a corrupt 'OST' file. An OST is an Offline Folder file which is maintained by Outlook so that you can access your emails, contacts, and calendar entries while not corrected to the Exchange Server. As a precaution, we recommend that before installing the Connector you remove and re-create your OST file.

For Outlook 2010 and Outlook 2007 follow the instructions on the Microsoft support site here in the section "Re-create an offline Outlook Data File (.ost)".

Check to see whether you have the Microsoft Business Contact Manager add-in installed; if so please disable it: it is not compatible with the Workbooks Outlook Connector.

Make sure the Workbooks Outlook Connector module has been activated on your database. If you are unsure, ask your System Administrator to check (within Start > Configuration > Users & Security > Licences & Modules > Modules)

Installing the Software

Before starting close down Outlook. The software package can be downloaded here. When prompted, click Run, which will launch the InstallShield Wizard for Workbooks Outlook Connector:

Click Next. This will bring up the following screen, allowing you choose where you wish the installation folder to be:

Click Next. The following screen is where you can choose which Outlook profile to use for the Outlook Connector. Select the profile you want to use, and click Next.

Having selected the desired profile, the Outlook Connector is ready to be installed. Click Install.

You will then see the following screen, showing the status of the installation.

When the installation is complete, you will see the following screen. Click Finish.

This completes the first part of the installation process. Now open Outlook, and the Workbooks Outlook Connector Assistant will start. See the following page for the First Run Assistant guide.

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