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Customer Forum

Category Topics Posts Last post
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For general questions about the product which don't fall into any of the categories below.

140 283 By Alex 4 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.

18 23 By Sam (Workbooks Online) 5 months 1 week ago
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If you have a question about using the reporting functionality in Workbooks, ask it here. 

148 250 By Steph 1 month 2 weeks ago
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For questions relating to GDPR and Workbooks Compliance Records.

10 13 By Sam (Workbooks Online) 5 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 94 By Gavin (Workbooks Online) 1 year 1 month 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) 2 months 2 weeks 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 2 months ago
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Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.
70 152 By Sam (Workbooks Online) 1 month ago
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Questions relating to Meetings, Tasks and Activities

7 18 By Sam (Workbooks Online) 1 year 1 month ago
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Find out more about importing data into Workbooks here.
43 76 By Sam (Workbooks Online) 10 months 2 weeks 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) 3 years 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 5 months ago
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Questions about integration between Workbooks and other platforms

14 29 By Jamie (Workbooks Online) 3 months 3 weeks ago
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Questions relating to the synchronisation between CCH Central and Workbooks.

5 5 By Sam (Workbooks Online) 1 year 3 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.

4 4 By Alix (Workbooks Online) 3 years 2 months ago
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Forum for developers using our API and the Process Engine with Workbooks Scripts.

21 51 By Jake 1 month ago
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Summary of the scripts that are available in our Script Library and how to use them.

26 28 By Jamie (Workbooks Online) 2 weeks 2 days ago
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Commonly asked questions by prospective customers.
5 8 By Sam (Workbooks Online) 1 year 4 months 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 9 months ago
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Questions about the Free Version of Workbooks
6 16 By Gavin (Workbooks Online) 1 year 8 months ago