- Welcome to the Knowledge Base
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- 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 Dropbox
- Workbooks Exchange Server Sync
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Using Calculated Columns
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
Releases & Roadmap
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 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
August 2016 Release
Release date: 13th August 2016
Triggers - out of beta
Triggers and Webhooks can be used to update other systems when records in Workbooks change, or to invoke web processes within Workbooks.
Triggers can be configured to run when Workbooks records change and those records match specific criteria. Webhooks define a URL to which the record's data is posted when the trigger runs. This URL can be the URL of either an external system or a Workbooks web process. For example, you could use this to automatically generate an invoice in your external accounting system whenever you create an Invoice in Workbooks.
You can find further information such as what these are and how to use them in our Knowledge Base.
Mapping module - beta available
This is a great tool which will allow you to show records such as Organisations with a location on a map on a landing page. You can then filter by distance to find records which are closest to any given location e.g. within 1 mile of your office.
Additionally, you can use maps within Reports, which will then allow you to create map views of records, such as Opportunities, via the location of the prospect.
A 'Nearby' tab also appears on Organisation records, which will allow you to easily see which other Organisations are within 20 miles of that record you have open.
You can find more detailed information, including a short video, in our Mapping Module Knowledge Base article. The mapping module will be a chargeable item at the end of the beta programme.
SIGN-UP FOR THE BETA: We will be initiating a beta test programme for this new functionality. Please register your interest by emailing firstname.lastname@example.org.
Additional landing pages for each transaction document type
We have split out the landing pages for Customer Transactions and Supplier Transactions into separate landing pages for each transaction document type. You will notice these extra options in the Start menu. Any saved landing page views that were present on the old 'all' or 'my' documents landing pages will be added to the landing page for the most relevant document type. However, we do recommend that you re-create the views as your existing ones may take a bit longer to load. In addition, if you have any pinned views from the old 'all' or 'my' documents landing pages, these will display, but with instructions with how to add them to the new landing pages. You can find further information about these changes in our Forum.
Additional control over resizing of columns
Previously, if you resized columns on a grid, typically the column which best describes the record would expand to fill any available space after saving. We have made improvements to this so you can choose which column does this by using the column chooser menu and ticking the checkbox 'Auto-size this column' for that column.
Alternatively, if you do not want any of the columns to resize automatically, then you can untick this checkbox. Re-sizing the column which has this ticked will also automatically remove the tick in this checkbox.
This will be particularly useful for any reports which only have a few columns - please remember to save the View after you re-size the columns though!
Transaction document improvements
Line item panel can now be resized
This allows you to fit more line items on the screen and can be done by dragging the window from either the top or the bottom. The changes to the height will be remembered along with your other column preferences when you save the View.
Display order of line items will be now be set in increments of ten
Previously line items all had a Display Order of 0, however this has been changed to assign a number in increments of ten (starting at ten) so that re-ordering of the line items is quicker.
To edit which order you would like your line items to appear on the invoice in, you should show the 'Display Order' column and edit the values. For example, if you wanted a line to appear 3rd, you would edit it to any number between 20 and 30.
Copy document will ask what items should be copied across
You will notice a prompt now appears when you copy documents which asks you which items you want to copy across to the new document. You no longer have to copy all of them so the copy process is faster and there is less clutter.
Changes to how line items are copied across to a Supplier Order
When Strict Supplier Orders are being used (this is the default setting in Workbooks), if you copy a customer order to a supplier order then line items with a supplier scheme set are now only copied to the supplier order if the supplier scheme matches the selected supplier.
- It is now possible to create a Purchase Order directly from a Contract, Opportunity or Quotation when using the Copy Document button.
- Saving transaction documents should now be quicker, especially where the document has a large number of line items.
Reporting and Dashboards
The description field from a Report Custom Field, configured to display within a tab, is now shown at the bottom of the tab.
Use this to inform your users about the meaning of the report.
Displaying reports as a tab within a record type can be very useful. You can find an example of this in our Forum.
Additional operators are now available for constrained Report and Report Cell Custom Fields
You will see an additional column called 'Operator' when adding a Constraint to a Report or Report Cell Custom Field. This is particularly useful for Reports that display location data, as it allows you to constrain the report to records that are within a certain distance of the main form's record.
- It is now possible to drill through to Cases from Organisations in a report
- You can now filter on Payment Due Date for Invoices
- Dashboards will load reports one at a time rather than several to improve performance across the service.
Emails tab for accounting documents and Opportunities now include emails for all Related people
We have added the option within Customisation > Database Settings to select if you would like to include emails for all Related People too. By default, it will still only show related emails within the Emails tab, so you will need to update your settings to utilise this.
The context menu for Member Status has been removed
When you click on the Member Status for a member within the Members tab you will now be taken straight to editing the status.
Statistics have been moved off the main form onto a separate tab.
In order to improve performance, you will now see a new 'Statistics' tab within your Marketing Campaigns. This contains all of the information which was previously included on the 'Main' tab.
Inline images within emails now render correctly
When viewing emails within Workbooks, you may have noticed that images didn't render inline. Images in emails received via the API or Dropbox will now display correctly. For emails that have been created or forwarded from within Workbooks, the images will be displayed at the end of the message after the email has been sent.
Default signature will appear for replies or forwarded emails
If a default signature has been set within Workbooks, it will now be included automatically when an email is forwarded or replied to. A default signature can be set within Preferences > Email > My Signatures.
Configuration and Preferences
The search dialogue will now close after selecting a result
The default behaviour of the search dialogue has changed so that it closes after you select the result you were looking for. If you would prefer to leave the dialogue open, then you can use the context menu to select 'Open, keeping the search results'.
User configuration is retained when copying databases
When a database is copied, all existing user configuration is now retained by default. Access grants are also created automatically for all users but are left in a disabled state. There will be a new checkbox (which is automatically ticked) when you create a new database. This will enable a quicker creation of a new database when you want the user configuration to remain the same as the source database.
Setting up the Workbooks Exchange Sync service has become easier. The connection details used to contact the Exchange Server are now discovered automatically and Exchange passwords are now checked when they are entered before the first sync runs.
- We have made performance improvements around searching so it is now faster when you search for addresses or email addresses. Remember: You can also speed up your searches by enclosing search text within double quotes to match an exact sequence of words, e.g. "Atlantic Computer Systems"
- There is now a Paste from Word button on rich text fields. Using this button improves the formatting when copy and pasting text from MS word.