- Welcome to the Knowledge Base
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Support Processes
- Supported browsers
- Landing Pages
- 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
- Imports Troubleshooting
- Quick Import (BETA)
- 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
- GatorMail Troubleshooting
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
- Supported email clients
- Set Up
- What gets synchronised?
- WESS Troubleshooting
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
- RevenueGrid Intelligence and Engage
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
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
- Report Snapshots
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Licences & Modules
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Customising an Organisation form
- Displaying a Tab as a Side Panel
- Card View
- Form Layout / Layout Rules Troubleshooting
- Read-only Assigned to Fields
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- January 2024 Release
- September 2023 Release
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Configuring the Outlook Connector's Settings
The Outlook Connector can be reconfigured at any time if your requirements change. These settings are configured as part of the initial setup and the First Run Assistant. You can access the settings via the Workbooks Outlook Connector icon in your system tray at the bottom right of your screen.
When you right click on the icon, you will be able to select Options...
This will open a new window where you can access your settings and make amendments as required.
By default when opening the options menu you will see the General Settings.
Account: This is the Workbooks Account that is being used to connect the Outlook instance to Workbooks. In most cases this will probably be the same as your email address.
Changing the Account will bring up another window where you can change the account configuration used by the Outlook Connector:
Server: This is the connection to the Workbooks service, this should not be changed.
Email address: the email address of your Workbooks Account used to login.
Password: This is the password for your Workbooks Account
Database: The Database that you will be connecting to when logging into Workbooks. You will need to use the Get databases list this will then populate this field with all available databases that you have access to.
Advanced: From here you can configure the Proxy settings of the Outlook Connector. This controls how you are connecting to the Outlook Connector service. Most users will need to use either a direct connection or their Internet Explorer settings.
Customisation: Customisation can be removed to troubleshoot certain issues, this will only be required if another install or account is detected.
This tab allows you to configure the frequency and settings around synchronisations. Such as whether you are notified of when a sync happens and how often they should occur.
Synchronise in both directions: Set the frequency of a two way sync so new Workbooks records are created in Outlook and new Outlook records are created in Workbooks. This can be set to run at intervals from every 30 minutes to once a week.
Synchronise recent changes from Outlook to Workbooks: Set the frequency of a one way sync so new Outlook records are created in Workbooks. This can be set to run at intervals from every two hours to once a day.
Show progress during automatic synchronisation: Selecting this means that during a sync a progress bar will appear on the screen within Outlook.
Show Summary: Selecting this button will display the Control Panel so you can see if there are any outstanding issues from your most recent sync.
The Filters tab allows you to control which records are synced between Workbooks and Outlook. Filters can be applied to each Record type and controlled from this tab so that you only sync the records that you need to see in both systems.
Customise filters: Selecting this button will open a new window where you can see what rules are applied for each record type within Workbooks in order to be synced back to Outlook.
From here you will see a list of every record type that can be synced with the Outlook Connector, any record that is syncing will have a tick in the box next to the Record’s Icon.
If you then select the Record’s Icon you can see the filters that have been applied to the record type when selecting what to filter. By default the Record will need to either be assigned to or watched by you.
You can then remove any of the filters by selecting on the bin icon, or added back in by selecting the funnel with a plus icon at the bottom of the filters page.
When selecting to add a new filter this will open a new window where you are able to select the Field you want to match on, the Condition and the value it should be looking for. These can be as specific as required, for example you may only want to sync people with a specific email domain:
Manage exceptions: This is initially configured in the First Run Assistant when setting whether you want Contacts, Emails and Meetings to be automatically configured to a shareable state. This button allows you to include or exclude these record types in the future.
This tab allows you to quickly create an email to the Workbooks Support Team, describing an issue as well as including error logs. This is an easy way to inform Workbooks Support of any issues with your Outlook Connector and provide the Support Team with everything required to start troubleshooting the issue.
The Advanced tab allows you to further configure the Outlook Connector to fit your exact requirements.
Always share with Workbooks new: Appointments, Contacts and Tasks: When any of these new records are created within Outlook they will be made shareable with Workbooks and created when the sync next runs.
Show control panel on conflicts and deletions: When a sync runs, if any conflicts or deletions are encountered during the process the Control Panel will be automatically opened to allow you to resolve these before the sync is next due to run.
Size limit for email creation in Workbooks: Here you can apply a maximum size limit to any email that can be processed by the Outlook Connector where a limit can be applied of up to 100MB. This is the limit for the entire email meaning rather than for individual attachments to the email itself.
Remove attachments if email size would exceed this limit: Applying this setting means that if an email exceeds the size specified in the previous setting then the body will still sync to Workbooks without the attachment. This allows you to retain communication visibility while using less storage space.
Logging: The Outlook Connector can be configured to capture different levels of logging, this should not need to be amended by yourself and only require a change when troubleshooting an issue with the Workbooks Support Team.
The About tab provides you with an overview of the Outlook Connector program that has been installed on your PC. This includes the latest version, if you are encountering issues with your Outlook Connector we always recommend that you check to ensure that you are using the latest version of the Outlook Connector.