- 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
- 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
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
- Account Settings
- Licences & Modules
- Desktop Preferences
- Email & Integration
- 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
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- 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
March 2021 Release
Release date: 13th March 2021
This release introduces a few new UI improvements.
New Timeline View on Summary Tab
We have now introduced a new way to view the Summary Tab. Click below to watch an introductory video.
This will be deployed to everyone as the new Default View, but can be changed back at any time by opening the ‘View’ button and choosing ‘View as Grid’. Remember to ‘Save’ if you want to keep the grid as your default view.
The new Timeline view adds a modern touch and gives you more information at a glance. For example, Emails will show you the details of recipients as well as the body of the email, and Activities will show Due Dates and Priorities as well as the Description. It will also hide some Audit Data to remove the clutter, so you only see important Field Changes like changes to a Name or Status.
You will notice there is no page selection anymore - instead you can continuously scroll and the next page will load.
Find the full details on our Knowledge Base.
View as list
You’ll see a new View option in a few areas. We’ve taken a similar design to the Timeline View to create new “View as ___ list” options on Tabs and Landing Pages for:
- Related Items
- People Tab on Cases
More of these Views will be released to other areas in future releases.
You may have spotted that the above images show pictures next to each row, and that’s because you can now upload Profile Pictures to your Users! You can upload your own image in your Preferences, or System Admins can do this on behalf of users in the User Configuration area.
At the moment these only show in the Summary Timeline View and “View as list” Views. For more details read our Knowledge Base.
A new way of sorting views has been added to the ‘View’ menu, meaning you don’t have to display a column in the grid before you sort on it.
You can now use targets defined in the report column to plot dial charts, as well as using the same styling based on thresholds from the column to configure the segment's size and colours. You can do this from the new ‘Target options’ picklist, which will show ‘Default’ for any Dial Charts you already have set up.
There is also a new ‘Use totals’ option when setting up the chart, which will make the chart take its values from the Grand Total row of the report view rather than the report rows themselves. This means you no longer need to create a new Summary View of just the totals in order to produce a dial chart.
You can find more details on creating Dial Charts on our Knowledge Base.
Cool new feature for Dynamic Linked Items!
On your DLIs you will now see a new field, “Available on ___ as Tab”. Populating this will then mean that any records that are related through that DLI will show on the parent record on a tab of the same name. The tab will act like any of the other tabs, with a tab count, editable grids, Export button and an ‘Add’ button to create new records.
For example, a ‘Head Office’ DLI on Organisations can be updated to create a new ‘Subsidiaries’ tab. This then means that from any Head Office record, you will be able to see the Organisations that have that record populated in the ‘Head Office’ DLI. Clicking the ‘Add’ button on that tab will create a new Organisation that already has the ‘Head Office’ field populated.
For more details on how to set this up, read our Knowledge Base.
The Tickets tab on Events can now be edited as a grid. Further to this, there will be a Tickets tabs on Posted Orders where the Order contains products that created Tickets, and this new tab will also be editable as a grid. The Event will also be related to the Order, on the Related Items tab.
Some other small changes...
- Multiselect picklists now work in Editable grids.
- The Members tab on Campaigns now allows fields from a Member’s Employer to be visible and filtered on.
- Notifications will no longer send to users for databases that they do not have access to.
- The extra ‘Type’ field (that contained the Record Type API Name) that was visible on Landing Pages has been hidden.
- Event Attendees will no longer be removed when a person is removed from a Ticket, as long as there is still a Ticket related to that person.