- Welcome to the Knowledge Base
- 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
- 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
- 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
- Okta Authentication
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 2022 Release
Release date: 12th March 2022
This release focuses on making improvements to the sending of emails, including:
- An Email Assistant Side Panel
- Improved support of sending emails with Microsoft Office365
A new way to build your emails! Sales and Support Teams often want to use the same wording in their emails repeatedly, but Email Templates don’t always solve this. Whilst an Email Template will let you template an entire email, Email Snippets will let you template small sections of text that can be added anywhere into your emails. You could use them to add in a link to a Case Study, or the solution to an FAQ.
Find more information on Snippets on our Knowledge Base.
To support the use of the new Snippets functionality is a new Email Assistant Panel on Emails, to allow you to browse and apply your Templates, Snippets and Signatures. You will be able to preview the templates before applying them, and we’ve also added categorisation and a Search function to help you find the right one.
Find out more about the Email Assistant on our Knowledge Base.
Rich Text Editor
We’ve made changes to the Rich Text editor, to help clean up your forms. The toolbar will no longer show until you have clicked into the field and then will only show the “essential” buttons until the “Expand/Collapse” button is used.
The new toolbar has some new buttons, for features like Find and Replace, justifying text, and copying formatting.
It is also now possible to add images into the field without having to first store the images in the Upload Library. You can now copy and paste images into the field, or drag and drop them in.
Microsoft Office 365
We’ve made it easier to send emails from Workbooks with Office 365! When setting up Email Accounts in Workbooks, you can now choose “Microsoft Office 365”. This option not only means that you don’t have to manually populate the server details, but will also now work with multi-factor authentication. Users will simply be prompted to log in using Microsoft Login, and will need to grant permission for Workbooks to send email.
More details about sending emails from Workbooks using Office 365 can be found on our Knowledge Base.
If you are users of the Microsoft Single Sign On, we have also enhanced the Microsoft AD integration to synchronise Profile Pictures from Office 365 to Workbooks.
Other Email and Template improvements
It is now possible to choose to send an email later. Simply click on the dropdown next to ‘Send’, click ‘Send Later’, and choose a date and time. You can find and amend the scheduled email from the ‘Outbound Email’ folder.
Recipient Placeholders in Email Templates:
Email Templates now let you add placeholders that pull through details from the recipient of the email. This will make it easier for you to add salutations and personal details to your emails.
Now that the Rich Text fields allow you to copy and paste images into the field, this also means it is easier to add images to your emails. Emails that have an image copied and pasted in will include will store the image as an inline attachment.
Users of Okta can now log in to Workbooks through Okta. Find out how to set this up on our Knowledge Base.
Reports now include an option to wrap the text, making it easier to read long column names or columns containing a lot of text. You can do this from the ‘View’ tab of your report in the new ‘Style section.
Lead to Opportunity conversion:
From a report on Sales Leads, you can now drill through to ‘Related Opportunities’, or from an Opportunity report you can drill through to ‘Related Sales Leads’, making it possible to report on your Lead Conversion rates.
It is now possible to start a report from ‘Tasks’ or ‘Meetings’ separately.
This now means it will be possible to perform Bulk Actions on the results of said reports.
The Export button is now available on Report Fields that are displayed on Tabs, saving you the step of opening the report to do so.
Field Label Behaviour
You can now control the display behaviour of Field Labels. Choose if they should be hidden, displayed above the field, or leave them displaying to the left of the field.
Find out how to do this on our Knowledge Base.
Adding Related Parties to Opportunities or Cases
Adding Related People or Organisations to your Opportunities, Transaction Documents or Cases has changed. When adding a new Relationship, the Search window will do an initial search of appropriate records for you, based on the Organisation already related to the record or your Recent Items. You can select multiple records to relate and set all their relationship statuses in bulk.
The Mapping Tool will now use a circle instead of a square for the “within X miles” criteria.
Accounting Period will no longer be a required field when creating Transaction Documents via Import or the API. If a value is not provided, then Workbooks will populate the Accounting Period for you based on the Document Date.
It is also now possible to create Accounting Years and their corresponding Periods via the API.
Some other small changes...
- Login to Workbooks via Internet Explorer 11 and Microsoft Edge Legacy will no longer be supported.
- Users with the Date and Time Preferences set to American will now see the time on the Workbooks desktop displayed in 12-hour clock format.
- Where there were some inconsistencies, landing page column names have been updated to match the field labels shown on forms, for example, it will now show as ‘Product Code’ instead of ‘Reference’ on Product landing pages.
- It is now possible to create Triggers for records that have been deleted or recovered from deletion. Find out more about configuring Triggers on our Knowledge Base.