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Workbooks Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
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- New Case to Google Drive folder
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
- Introduction to System Administration
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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
Customising Columns
Tip
Remember to click View > Save or Save As to retain any customisation you've applied.
Adding/Removing Columns
To add a new column to the data displayed, hover over the right-hand side of the header row of one of the columns until you see a down arrow. Click on the arrow and from the menu that appears, choose Columns. A sub-menu will appear listing all the fields it's possible to display for this area of the database. Put a tick in the relevant box(es) for any columns you want to display and remove the tick for any you don't want to see, as shown below:
Rearranging Columns
To change the order of the columns displayed click on the header row of the column you want to move and, with the left mouse button held down, drag it to the boundary between the two columns where you want it to appear. When it's where you want it to be, release the left mouse button to drop the column into place. The screenshot below shows the Industry column being moved so that it appears next to the Name column instead of the Town column:
Resizing Columns
To resize a column click on the boundary line on the right-hand side of the header row and drag it to your desired width.
Sorting Columns
You can sort columns in ascending or descending order. To do this click on the header row of the column you want to sort. Workbooks will alternate between sorting in ascending or descending order. Text columns will be sorted alphabetically and number/date columns will be sorted numerically.
Freezing Columns
You can freeze columns to make it easier to review data when scrolling across pages with many columns. To do this click on the down arrow on the column you want to freeze, and click the Freeze option. Repeat this on any additional columns you want to freeze, or drag and drop them into the frozen section. Click on the down arrow and choose Unfreeze to put them back to normal.
Grouping Columns
It can be useful to group similar types of data together for ease of navigation. To do this hover over the header row of the column you want to group by until you see a down arrow. Click on the arrow and from the menu that appears, choose Group By This Field. Workbooks will automatically group the data in the column for you. Below are two screenshots of the same list of organisations first shown alphabetically by name, then shown grouped by industry.
To remove grouping, click on the header row of any of the columns and remove the tick from the Show in Groups box.
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