- 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
Help Text
These settings are used throughout the portal to control the help text that your users will see when they interact with the open & closed Cases view after logging into the Case Portal.
NOTE: Initially, all settings are defaulted to a value, but can be changed as required. Once the settings have been configured, click Update Settings on each page to save. This page can be revisited at any time to change the settings.
The following help text values can be configured. If a setting is left blank, the default is applied.
- No Files - Help Text: This help text is shown on the Case Files tab (if the Show Case Files setting is set to Show) when viewing an open or closed Case. This is placeholder text shown when there are no files found against that record.
- Default Value: Sorry, there are no Case Files currently available for this Case. Please check back later.
- Individual Record Help Text: This help text is shown when a Case record is viewed from the open or closed Case tab
- Default Value: Click on Case History to see the steps taken for this Case. If the Case is closed, a Resolution should be available on the Case Resolution Tab. Any files uploaded, are visible under Case Files.
- Open Cases View - Help Text: This help text is shown at the top of the screen on the Open Cases view.
- Default Value: This is a list of your Organisation's open Cases. You can use the search to find a Case by any of the columns shown below. Hover over a row in the table, and click to view a Case's progress or provide more information.
- Closed Cases View - Help Text: This help text is shown at the top of the screen on the Closed Cases view.
- Default Value: This is a list of your Organisation's closed Cases. You can use the search to find an old Case by any of the columns shown below. Hover over a row in the table, and click to view a Case's resolution or to re-open it.