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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.

140 283 By Alex 1 month 3 weeks 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.

18 23 By Sam (Workbooks Online) 2 months 3 weeks ago
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If you have a question about using the reporting functionality in Workbooks, ask it here. 

146 247 By Tim 1 week 4 days ago
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For questions relating to GDPR and Workbooks Compliance Records.

10 13 By Sam (Workbooks Online) 2 months 2 weeks 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 94 By Gavin (Workbooks Online) 11 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) 3 days 21 hours 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 2 years ago
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
68 147 By Paul (Workbooks Online) 2 days 21 hours ago
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Questions relating to Meetings, Tasks and Activities

7 18 By Sam (Workbooks Online) 11 months 2 weeks ago
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Find out more about importing data into Workbooks here.
43 76 By Sam (Workbooks Online) 8 months ago
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For questions relating to any type of transaction document such as Quotations, Orders, Invoices, Credit Notes and Contracts.

21 48 By Greta (Workbooks Online) 2 years 9 months ago
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Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates
15 37 By Haron 1 year 3 months ago
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Questions about integration between Workbooks and other platforms

14 29 By Jamie (Workbooks Online) 1 month ago
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Questions relating to the synchronisation between CCH Central and Workbooks.

5 5 By Sam (Workbooks Online) 1 year 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.

4 4 By Alix (Workbooks Online) 3 years ago
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Forum for developers using our API and the Process Engine with Workbooks Scripts.

21 50 By Alice 5 months 2 weeks ago
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Summary of the scripts that are available in our Script Library and how to use them.

25 27 By Jamie (Workbooks Online) 1 month ago
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Commonly asked questions by prospective customers.
5 8 By Sam (Workbooks Online) 1 year 1 month ago
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Use this Forum to find out more about Workbooks' performance and general requirements.
7 8 By Workbooks Support 3 years 7 months ago
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Questions about the Free Version of Workbooks
6 16 By Gavin (Workbooks Online) 1 year 6 months ago