- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Contacting Workbooks Support
At Workbooks we pride ourselves on the quality of our support and work hard to help in resolving any issues as quickly and effectively as possible.
Our support desk is open Monday to Friday (excluding Bank Holidays) from 09:00 to 17:30 (UK time).
Your options for obtaining support depend on the Edition of Workbooks you are using, as described below.
Paid-for Editions of Workbooks Business or CRM Licences
Who can contact the Support Team directly?
For data protection reasons, the Support Team are only able to address issues logged by an Authorised Support Contact. If you are not such a contact, please direct your query to the right person/people within your organisation, who can then raise the issue with our team on your behalf.
All customers using a paid-for edition of Workbooks, such as Workbooks Business or Workbooks CRM licences, are entitled to nominate two Authorised Support Contacts for the first 50 licensed users on their account, plus one additional Support Contact for every 50 users after that.
We recommend that any Authorised Support Contacts have a good understanding of your implementation, coupled with System Administrator capabilities, so that they are able to make any required changes within your database to assist with the resolution of issues.
Customer Support Portal
Authorised Support Contacts should register to use our online Customer Support Portal using the link in the automated registration email they receive. Please contact Support if you require this email to be resent. Having registered, they can log cases via our Customer Support Portal. The benefits of using the Portal include:
- allowing you to view correspondence for all Cases raised by your organisation, including those that other Authorised Support Contacts have raised. This can be helpful in providing you with information on previously resolved Cases which you can use to resolve similar issues.
- it is accessible anywhere on the web as long as you have registered and are a current Authorised Support Contact.
- email notifications keep you up-to-date with the current progress right through to resolution.
You can find the Customer Support Portal by navigating to: www.workbooks.com/support-portal. Remember, you will only be able to login if you are an Authorised Support Contact for your organisation and you've received a registration email and have activated the link it contains.
Using the portal is our recommended way of logging cases with the Support Team. To find out more about how to use the Portal, please watch the video available to the right of the Case icon above.
Raise a Case via our website
If you are currently an Authorised Support Contact for an organisation subscribed to a paid-for edition of Workbooks you can create a new support Case using the form here, remembering to include as much information as possible.
Call us or send an email
Authorised Support Contacts can email support@workbooks.com or call us on one of the numbers below:
- UK: +44 (0) 118 3030 101
- US: +1 305 260 6448
Unauthorised contacts will have to wait until authorisation has been given before the Support Team can handle the request.
Trial Edition of Workbooks
If you are using the 30-day trial of Workbooks and have a query that you haven't been able to resolve using our Knowledge Base and/or Forum posts, please contact support@workbooks.com providing as much detail as possible about your enquiry.
Free Edition of Workbooks
Users of our Free Edition have full access to our Knowledge Base and, if necessary, can log queries via our Forum.
All Users
Online Resources
First please take a look at the extensive resources online where you will find the answers to most questions about Workbooks.
- Check out the articles here in the Knowledge Base.
- Search for an answer in the Forum: someone else may already have provided a solution to your question.
Training
Workbooks is a big product with a lot of features, and to get the most out of your implementation, you may wish to consider training. Our online Training Videos are a great place to start, or you can contact us to arrange a training course.
Workbooks Advisory service
Our standard support service is not a replacement for having your own System Administrator who is able to configure the system and support your users. If you would like to use the Workbooks Support Team for system administration tasks which would not be covered by the standard support service, please take a look at our Advisory service.