Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Introduction to Preferences

It's important to have control over how Workbooks operates for you, so we recommend that you take some time to set up your Preferences, to suit your way of working. Changing any of the settings only applies to your login, so users can set their Preferences independently of one another.

Within Preferences you can:


Take the time to set up your Preferences before you start using Workbooks. You can always modify the settings later.

  • Nominate a default Own Organisation or Default Transaction Currency.
  • Choose how many rows of data to display on a page.
  • Specify how many Recent Items to keep.
  • Format the Desktop Interface to control how many windows you can have open at any one time.
  • Set up telephone integration with your VOIP software.
  • Configure your Notifications and Reminders so that they default to working the way that you prefer.
  • Choose a Default Language if you have the Multi Language extension.
  • Set the appropriate Timezone for the geographic region in which you operate and the format of the date/time, e.g. DD/MM/YY.
  • Control the visibility of Welcome Messages.
  • Control the 'Quick Search' functionality.
  • Choose to allow Workbooks to automatically populate the Country on a record with the Country of your Own Organisation.
  • Change your Password.
  • Create API keys to allow you to integrate Workbooks with external systems.
  • Control your Pinned Windows.
  • Control your Email connection.
  • Set one or more Email Signatures, which can be applied to emails sent from within Workbooks.
  • Configure Workbooks to store emails sent from an external email client by setting up your Dropbox.
  • Check on your Workbooks Exchange Server Sync settings and synchronisations.