- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Take some time to familiarise yourself with the common properties of records, which will help you use Workbooks with ease.
- Wordpress Forms
- How do I add to Products / list of Line items?
- Importing multi-select values - a tip
- How do I amend the list of values in the Campaign picklist?
- Picklist layouts
- How can I record commission as a percentage on an opportunity, but then use that to calculate the commission's value?
- Deleting Records
- Recent Items
- Finding records
- Access to records
Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be completed by entering text directly into the field. Throughout Workbooks you'll see particular field types that behave in the same way, such as:
- Compulsory fields (identified by a solid blue line at the left-hand side). You must populate these fields otherwise you'll be unable to save the record;
- Dropdown picklists (identified by a down arrow) - some picklists allow you to select one option only and others are multi-select;
- Lookups (identified by the binoculars symbol) - these fields allow you to link two records together and create a relationship between them, such as the Employer field on a person record;
- Checkboxes - simply click in them to add a tick to the box;
- Create Activity checkbox - if you check this box then click Save or Save & Close, a scheduled Activity record will be automatically created, linked to the underlying record. By default, this Activity is assigned to the same user as the underlying record;
- Postcode/address lookup - wherever Workbooks provides address or postcode fields, users (who have integrated Workbooks with Postcode Anywhere) can auto-complete address fields;
- Reveals (identified by a blue triangle) - open up more fields for completion;
Sharing Permissions - the padlock symbol allows you to see which users/user groups have access to the record and, if you have the right levels of permission, allows you to change the access;
- Additional Properties - the information symbol contains details about when the record was created/update, by whom, etc, along with the unique Object Reference for the record;
- Print preview - allowing you to print a copy of the record;
- Help - clicking on the question mark symbol anywhere in Workbooks takes you to contextual help within our Knowledge Base;
- Tabs - where you can find links to different records.
If you need to record data for which there isn't already a field, your System Administrator can create new customised fields on the appropriate record types within Configuration or can build an entirely customised view for that record type.
Line Item Grid
Transaction documents in Workbooks (ie, Quotations, Orders, Invoices, Credit Notes and Supplier Orders) include a Line Item grid where you can record products and services. As with Landing Page grids, you can control which columns are displayed and save your customised layout so it's applied to the Line Item grid of all future transaction documents of that type (but you cannot filter Line Item grids or save your layout as a named view).
REMEMBER: Records that are deleted individually (using the symbol) disappear from your database completely and cannot be retrieved, therefore you might want to limit who can delete records. Remember, if you don’t have the Advanced Security Module you will not be able to change at a global level who can delete records.