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Customer Forum

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For general questions about the product which don't fall into any of the categories below.

141 284 By Sam (Workbooks Online) 2 months 1 week ago
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Please post questions here for any queries relating to creating, running and reporting on Marketing Campaigns and associated marketing activities e.g. Gator Campaigns, tracking Online Activities such as web page views and emails clicks etc.

20 28 By Muazam (Workbooks Online) 6 months 3 weeks ago
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If you have a question about using the reporting functionality in Workbooks, ask it here. 

150 254 By Phil 2 months ago
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For questions relating to GDPR and Workbooks Compliance Records.

10 13 By Sam (Workbooks Online) 1 year 6 months ago
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If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.)
42 95 By James (Workbooks Online) 10 months 1 week ago
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Forum for questions relating to the Workbooks Outlook Connector (WOC) or Workbooks Exchange Server Sync (WESS).

24 42 By Sam (Workbooks Online) 1 year 4 months ago
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Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use.
15 25 By Raza 3 years 4 months ago
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
72 156 By Chris (Workbooks Online) 1 month 1 week ago
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Questions relating to Meetings, Tasks and Activities

9 21 By Alex 10 months 2 weeks ago
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Find out more about importing data into Workbooks here.
43 76 By Sam (Workbooks Online) 2 years ago
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For questions relating to any type of transaction document such as Quotations, Orders, Invoices, Credit Notes and Contracts.

22 51 By Margaret 11 months ago
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Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates
19 52 By Gavin (Workbooks Online) 10 months 3 weeks ago
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Questions about integration between Workbooks and other platforms

13 26 By James 1 month 3 weeks ago
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Questions relating to the synchronisation between CCH Central and Workbooks.

5 5 By Sam (Workbooks Online) 2 years 4 months ago
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Please use these forum posts to help you set up the Adobe Sign Integration. For more information about this integration, please see our Knowledge Base.

3 3 By Jamie (Workbooks Online) 1 year 1 month ago
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Forum for developers using our API and the Process Engine with Workbooks Scripts.

21 53 By Gavin (Workbooks Online) 10 months 2 weeks ago
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Summary of the scripts that are available in our Script Library and how to use them.

21 21 By Jamie (Workbooks Online) 3 months 2 weeks ago
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Commonly asked questions by prospective customers.
5 8 By Sam (Workbooks Online) 2 years 5 months ago
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Use this Forum to find out more about Workbooks' performance and general requirements.
7 8 By Workbooks Support 4 years 11 months ago
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Questions about the Free Version of Workbooks
6 16 By Gavin (Workbooks Online) 2 years 10 months ago