- Setting your Preferences
- 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
You may find that Workbooks runs more quickly if you keep the number of rows and open windows low.
- How does Click to Dial/Call the number functionality actually work?
- Making telephone calls from Workbooks
- How to automatically cc/bcc the email dropbox when sending emails in Outlook
- Dropbox email matching problems
- Attaching emails to Workbooks records
- How can I get customer email replies to appear in Workbooks without manually forwarding them to the Dropbox?
- Turning off Notifications for a specific queue
- Creating Email notifications
- Notifications & Reminders
- Why isn't my Organisation form layout applied?
- How do I create a report containing the contact details for all people that work for our customers?
- User Passwords
- Recent Items
Click Start > Preferences to access your User Preference options.
Within the General section you can:
- Set your general Preferences, including controlling: your Notifications and Reminders; the number of Recent Items to keep; how your Desktop Interface behaves; your default Own Organisation; and so on;
- Change your Password;
- Control your ability to login via Third-Party Identities, such as OpenID and Google Apps
- See which, if any, windows you've pinned so that they automatically open when you login to Workbooks.
Within the Email section you can:
- Control your Email Settings, specifying one or more 'alias' addresses so you can appear to send email from an address other than your login address;
- Create Email Signatures for use with outbound emails.
The Email Dropbox section is used to :
Whilst working within Workbooks, the default Own Organisation will be used unless an alternative is selected. To set the default go to Preferences > Own Organisation and choose the default using the dropdown picklist.
By default Workbooks displays a maximum of 20 rows of data on each page. You can change this default using the dropdown picklist next to Items to show on each page.
Workbooks keeps track of the Workbooks screens you visit. It's possible to access a Landing Page detailing these from the Start menu. You can set the number of records per record type that Workbooks keeps so that when the maximum number is reached, the oldest item will drop off the list in favour of the most recent. To manage the number of recent items that Workbooks tracks for you go to Preferences > Recent Items and enter the number you want to keep. To access your recent items click Start and choose Recent Items from the right-hand menu. Remember, if you want you can group your Recent Items by, say, object type. To open a Recent Item simply click on the row you want to access.
You can control the number of Workbooks windows that can be open at any one time using the dropdown picklist next to Restrict to. You can specify how Workbooks behaves once the maximum number of windows has been reached - either minimising the 'oldest' open record to the system tray or closing the record completely. If you choose to close windows, Workbooks will prompt you to save any changes you've made before the record closes. NOTE: Changing this setting only takes effect when you next login.
If you want to use VOIP software with Workbooks you may need to modify the default settings provided here for the formatting of phone links and the country code.
Workbooks can be configured to work with a variety of telephone systems. By default, Workbooks uses:
- callto:@number@, as it's the most widely-used
but depending on your telephony system, you might need to change this to:
or a URL such as:
Workbooks can deliver desktop popups or emails or a combination of both and depending on whether or not you are logged in. To set your preferred method, go to Preferences > Notifications and Reminders and select your preference from the dropdown picklist next to Notification delivery preferences. If a meeting has been scheduled using a Workbooks activity, you can set the length of time prior to the meeting that a reminder notification will be sent to you. Similarly you can specify the default settings for activity reminders. Select your preferences using the dropdown picklists next to Default meeting reminders to occur and Default activity reminders to occur at.
Your timezone is used when printing and exporting data from Workbooks. Regardless of this setting, times on the Workbooks desktop are shown in the timezone of the computer you're using. You can set your timezone within Preferences > Timezone.
Welcome Messages can be generated by Workbooks Online or by users within your account who have the right Capabilities. Use the checkbox to control the visibility of Welcome Messages (which can be displayed each time you login to Workbooks).
Within the General section of the column on the left, click Change Password. You'll need to enter your current password followed by your new password twice. The format of the password will be based on the configuration of your system; your System Administrator should be able to help you if you are having difficulties. To return to the main screen select the Preferences icon.
NOTE: You cannot reuse a previous password.
Instead of logging in using your email address and password you can use a Third-Party Identity. You can use Open ID or Google Apps. NOTE: If you want to use the Google Docs functionality within Workbooks you must be loggged into GoogleApps. For more information on logging in via Third-Party Identities, click here.
Throughout Workbooks you'll see the pushpin symbol towards the top right hand corner of all Landing Pages and records: . Clicking on this symbol changes the symbol (so it now shows 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.
If you've been given the right capabilities (ie, Manage Email Credentials and View Email Credentials) you can set up new Email Connections which allow you to send emails from an 'alias' address. For example, you might want to send emails from a generic address such as firstname.lastname@example.org or email@example.com and so on.
For more information on setting up new accounts please click here.
You can set up one or more Email Signatures for use when sending emails from Workbooks and define one of them to be the default one that's applied to your outbound emails. To set up a signature, click on My Signatures in the left-hand column and then click New Signature. Give the signature a name and enter the text in the Body. (You can enter your signature as HTML by first clicking the HTML button in the formatting toolbar.) If you want the signature to be used as your default, remember to tick the checkbox next to Default Signature. You can control whether or not the signature can be applied to Email, Notes and Google Docs templates using the appropriate checkboxes. Finally, in order to be able to use this signature, click Activate.
Workbooks users can send emails from within the system which are stored against the relevant record(s). The Email Dropbox extends this functionality so that inbound emails or those generated outside Workbooks can be sent to a special Workbooks address, which will then automatically store the email and any attachments against the relevant record(s). To enable this functionality the user should generate a Dropbox email address and specify who can send emails to that address. For more information on Dropbox, click here.