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  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Releases & Roadmap
  6. 2018 Releases
  7. May 2018 Release
  • Welcome to the Knowledge Base
  • Introduction
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  • Activities
    • Introduction to Activities
    • Using Activities
      • Meetings
        • Integrating Workbooks and Google Calendar
          • Installing and Managing Workbooks and Google Calendar Integration
          • Synchronising your Google Calendar with Workbooks
      • Follow-on Activities
  • Cases
    • Introduction to Cases
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    • Managing Cases
    • Case Portal
      • Installation
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          • Company Details
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        • Case Portal Additional Features
          • Setting up Public/Private Activity creation
          • Setup Registration Emails from a Person
          • Automatic Emails on Case Status Change
      • Using the Case Portal
        • Case Updates - Public & Private Activities
        • Inviting a Person to the Case Portal
  • Email
    • Introduction to Email
    • Working With Emails
    • Email Signatures
    • Sending Bulk Email
    • Common Email Errors
    • Email Integrations
    • Mailing Lists
  • Forecasts & Quotas
    • Introduction to Forecasts & Quotas
    • Sales Forecasts
      • Adjusting Forecasts
      • Included Forecasts
    • Sales Quotas
  • Importing Data
    • Introduction to Importing
    • Preparing your Import Data
      • Import Templates
      • Compulsory fields for Import
    • Workbooks Import Wizard
      • Uploading your data
      • Defining Field Mappings
      • Extending your Import to other Record types
      • Checking for Duplicates
      • Running and Reviewing your Import
    • Managing your Imports
      • Undoing an Import
  • Leads
    • Introduction to Leads
    • Displaying & Adding Leads
    • Converting Leads
  • Marketing
    • Introduction to Marketing
    • Marketing Campaigns
      • Displaying & Adding Campaigns
      • Campaign Management
      • Campaign Membership
      • Tracking URLs on Campaigns
      • Integrating DotDigital and Workbooks
        • Configuring Workbooks and Dotmailer
      • Integrating MailChimp and Workbooks
        • Configuring Workbooks and MailChimp
    • Mailing Lists
      • Creating Mailing Lists
    • Products
      • Pricing Schemes
      • Supply Scheme
      • Product Bundles
    • Mailshots
      • Creating a Mailshot
    • Upload Library
      • Using the Upload Library
    • Templates
      • Creating Templates
      • Creating a Template to show multiple lines
      • Extra Template Placeholders
    • Using HubSpot with Workbooks
    • Event Management
      • Introduction to Event Management
      • Enabling the Event Management Module
      • Using Event Records
        • Event Records
        • Event Sessions
        • Event Speakers
        • Event Sponsors
        • Event Products
        • Event Tickets
        • Event Attendees
      • The Event Management Portal
        • Introduction to the Event Management Portal
        • Prerequisites for installation
        • Accessing the Plugin
        • Installing the Event Management Portal
        • Amending Event Portal Parameters
        • Adding Custom CSS to the Event Portal
      • On The Day Registration App
      • Setup On the Day Registration App
    • Compliance Records
      • Introduction to Compliance Records
      • Enabling Compliance Records
      • Creating Compliance Records
      • Using Compliance Records
    • Spotler Integration
      • What is Spotler?
      • Navigating your Spotler homepage
      • GatorMail
        • Introduction to GatorMail
        • Managing your GatorMail Account
          • Domain Setup
        • GatorMail Configuration
          • GatorMail Field Mappings
            • GatorMail Hard Bounces
          • Preference Centres & Landing Pages
            • Preference Centre Setup
        • Creating Emails in GatorMail
          • Imbedding Images and Videos
        • Sending Emails in GatorMail
          • Sending GatorMail Campaigns
            • Campaign Action Types
            • Ramp-up
            • Testing Campaigns and Emails
          • Using SendForensics
          • Understanding your Campaign results
        • Advanced Features
          • Gator Smart Forms
          • GatorMail - Dynamic Content
      • GatorLeads / Web Insights
        • Tracking Code
          • Restricting Page Tracking
        • 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?
      • GatorSurvey
      • GatorWorkflow
        • Spotler Data Sync
        • Triggered Mailshots
      • GatorPopup
  • Opportunities
    • Introduction to Opportunities
    • Displaying & Adding Opportunities
    • Opportunity Line Items
    • Opportunity Relationships
  • Integrations
    • Mapping
      • Introduction to the Mapping Module
      • Using the Mapping Module
      • Using Mapping in Reports
        • Changing the size/colour of Map Pins
    • Electronic Signing Tools
      • Docusign Integration
        • DocuSign Functionality
          • Copy Document on Signature
          • Update Related Records
          • Sending Multiple Documents
          • People, Organisations & Cases with DocuSign
          • Invoice Payments with DocuSign
          • Managing DocuSign Documents
        • Setting up the DocuSign Integration
          • Authentication with DocuSign
          • Production vs Sandbox
          • Creating a Document with a DocuSign Template
          • Creating a Document with a Workbooks PDF
          • DocuSign Fields
          • DocuSign Settings
          • Form Layout Configuration
        • DocuSign - Worked Examples
          • Taking Payments
          • Updating Related Records
          • Multiple Document Sends
          • Creating a Template for Cases
          • Creating a Template for Organisations
          • Creating a Template for People
          • Unified PDF for Transaction Documents
        • DocuSign - Reporting
          • Multiple Send Report Grid
          • Document Review Report
          • Monitoring Integration Errors
      • Adobe Sign Integration
        • Introduction to Adobe Sign
        • Authentication with Adobe Sign
        • Installing the Integration
        • Integration Monitoring & Error Handling
        • Setup of Adobe Sign
        • Adobe Sign Fields & Form Layout Configuration
        • Optional Custom Fields for Adobe Sign
        • Adobe Sign Button Process
        • Using the Adobe Sign Integration
    • Creditsafe Integration
      • Installing the Creditsafe Plugin
      • Configuring Organisations to use the Creditsafe Integration
      • An example of how to use the 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
          • Initial Setup
            • Authentication with QuickBooks Online
          • People & Organisations to QuickBooks Customers
          • POSTED Workbooks Invoice to QuickBooks Online
          • QuickBooks Online Payment to Workbooks Invoice & Task
          • QuickBooks Sales Tax Code Lookup
        • Survey Monkey responses to Tasks
      • Multistep Zaps
    • Email Integrations
      • Email Dropbox
        • Setting up your Dropbox
        • Using your Dropbox
      • Workbooks Exchange Server Sync
        • Supported email clients
        • Set Up
          • Setting up the WESS
          • Setting up the Outlook Add-In
          • Customising the WESS Add-In
          • How to change Authentication setup for WESS
            • O365 Exchange authentication Troubleshooting
        • What gets synchronised?
          • Synchronising with the WESS
          • Synchronising with the WESS Add-in
          • How to force a sync
          • Best practice
        • WESS Troubleshooting
      • Workbooks Outlook Connector
        • Introduction to the Outlook Connector
        • Before downloading the Outlook Connector
          • System Requirements
          • Enabling the Outlook Connector
        • Download/update the Outlook Connector
        • Installing the Outlook Connector
          • Uninstalling the Outlook Connector
        • Using the Outlook Connector
          • Configuring the Outlook Connector's Settings
          • Identifying Records in Workbooks created in Outlook
        • Outlook Connector Troubleshooting
    • Event & Webinar Integration Tools
      • GoToWebinar
        • Installation
          • GoToWebinar Fields & Processes
          • Setting up Process Buttons for GoToWebinar
        • Authentication
          • Multiple GoToWebinar Accounts
          • Removing GoToWebinar Accounts
        • Create/Update & Cancel Webinars from Events
        • Event Attendees as Webinar Registrants
        • Event Speakers as Webinar Panelists
        • Retrieve Webinar Data
      • ON24
        • Installation
          • ON24 Fields & Processes
          • Setting Up Process Buttons for ON24
        • Authentication with ON24
          • Removing ON24 Accounts
        • Create Webcasts from Events
        • Event Attendees as Webcast Registrants
        • Retrieve Webcast Data
          • Reporting: Survey Responses
          • Reporting: Poll Responses
        • Retrieve Survey Data
        • Engagement Hub Interactions
    • Microsoft Office
      • Azure Active Directory
      • Excel
      • Outlook
      • Power BI
      • SharePoint
        • Authentication
        • Installation
          • Custom Fields & Processes
          • SharePoint Integration Settings
        • Using the SharePoint Integration
      • Word
        • Introduction to the Word Add-in
        • Deploying the Word Add-in
        • Creating Word Add-in Templates
          • Example Word Add-in Templates
        • Using Word Add-in Templates
        • Word Add-in Tips and Tricks
    • Outreach
      • Installation
        • Outreach Fields & Processes
        • Create Outreach Custom Field Mappings
          • Configure Outreach Field Dynamic Picklist
        • Sync Outreach Mappings
      • Outreach Authentication
        • Remove Outreach Account
      • Sync People to Outreach Prospects
        • People Field Mappings
      • Sync Organisations to Outreach Accounts
        • Organisation Field Mappings
      • Sync Workbooks Opportunities to Outreach
        • Opportunity Field Mappings
      • Sync Tasks/Activities from Workbooks to Outreach
        • Follow-Up Activities created via Scheduled Process
      • 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
      • Connection Setup
        • Microsoft SQL Server Connection Requirements
      • Connector Control Blocks
      • Worked Example - Create, Read, Update & Delete
    • RingCentral
      • Installation
        • RingCentral Integration Fields and Processes
      • RingCentral Authentication
        • Remove RingCentral Account
      • Creating Phone Call Activities
      • Click to Dial
  • People & Organisations
    • Introduction to People & Organisations
    • Organisations
      • Displaying & Adding Organisations
      • Customers & Suppliers
    • People
      • Displaying & Adding People
      • Adding People to Outlook
    • Relationships
      • Change Employer Wizard
      • Direct Relationships
      • Third Party Relationships
    • De-duplication and Merge
      • Workbooks Merging
      • Workbooks DQ
      • Data Quality
    • Using Postcode Lookup
    • Data Enrichment
      • Introduction to Data Enrichment
      • Setting up Data Enrichment
  • Snippets
  • Reporting
    • Introduction to Reporting
      • Creating Reports
        • Standard Workbooks Reports
        • Creating a Pre-populated Report
        • Creating a Report from a Template
          • Report Templates
        • Creating a Blank Report
        • Auto-refreshing Report Views
      • Sharing Reports
    • Using Reports
      • Reporting Explained
        • Adding Targets, Conditional Formatting and CSS Styling
          • Calculated Targets
          • Target Sets
            • Creating a Target set for Closed Cases per Customer Support Agent
            • Creating a Target set for Closed Sales amount per Sales Person by quarter
        • Reporting with multiple currencies
        • Drilling into Summary Views
        • Improving Report Performance & Run Time
      • Displaying reports within Record Views
      • Displaying Reports
        • Reporting Views (Reports on Landing Pages)
      • Adding a Report view to a Dashboard
    • Charts
      • Creating & Using Charts
        • Bar Charts
          • Targets on Bar Charts
        • Line Charts
        • Pie Charts
        • Dial Charts
    • Exporting Reports
      • Emailing Scheduled Reports
    • Advanced Reporting
      • Types of Split Columns
      • Using Calculated Columns
        • Introduction to the IF Statement
        • Introduction to the CASE Statement
        • Applying Search filters in Calculated Columns
        • Comments in Calculated Columns
        • Financial Year Reporting
        • Introduction to Date Functions in Reports
        • Using Calculated Criteria
        • Reporting on empty fields
      • Audit Reporting
  • Dashboards
    • Adding Elements to Dashboards
      • Configuring Dashboard Elements
    • Dashboard Views
    • Dashboard Fields
    • Creating a Sales Dashboard
    • Springboard
    • Adding a Dashboard as a Record Tab
  • Okta Authentication
  • Transaction Documents
    • 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
    • Invoices
    • Quotations
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    • Contract Management
      • Displaying & Adding Contracts
      • Using Contracts with Cases
    • Sagelink
  • Auditing
    • Auditing
  • Configuration
    • Introduction to System Administration
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    • Users & Security
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        • Setting up your Users
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        • Profile Pictures
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        • Capabilities
        • Creating & Modifying User Groups
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        • Sharing Policies & Mandatory Permissions
          • Configuring the Advanced Security Module
            • Configuring the Advanced Security Module: Segmenting Users by function
            • Configuring the Advanced Security Module: Segmenting Users by location
      • Account Settings
      • Licences & Modules
        • Multi Language
    • Database
      • Databases
      • Storage Usage
      • Prefixes & Numbering
        • Modifying Object References
      • Export Database
      • Database Settings
    • Accounting
      • Accounting Periods
      • Exchange Rates
        • Setting Exchange Rates
      • Tax Regimes
        • Setting Tax Rates
        • Sales Tax Rulesets
          • Using Sales Tax Rulesets
      • Own Organisations
        • Setting up your Own Organisation
    • Email & Integration
      • Email Settings
        • Setting up your Email Server
        • Using Workbooks Server to send Emails
      • API Keys
      • Web to Case and Web to Lead
        • Setting up a Web2Case Form
        • Setting up a Web2Lead Form
        • Using Web Forms in Workbooks
        • Editing a Web Key Form
      • Preference Centre
      • MailChimp & dotMailer
      • Loqate
      • Bank Account Validation
    • Customisation
      • Creating & Modifying Picklists
      • Desktop Preferences
      • Theme
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        • Creating Custom Fields
          • Dynamic Linked Items & Picklists
          • Constrained Dynamic Linked Items (DLI) & Picklists
          • Creating relationships with Dynamic Linked Items (DLIs)
          • Linking Custom Field Values
          • Showing Linked Records in Tabs
        • Report-based Custom Fields
          • Improving the Performance of Report Cells/Grids
        • Linked Fields & Reference Fields
        • Record Templates
        • Form Layouts
          • Customising an Organisation form
          • Displaying a Tab as a Side Panel
          • Card View
          • Read-only Assigned to Fields
        • Customising relationships between parties
          • Configuring Custom Party Relationships
        • Opportunity Stages
      • Custom Records
        • Enabling Custom Records
        • Creating Custom Record Types
          • Editing Custom Record Types
        • Using Custom Records
    • Automation
      • Plugins
        • Field Updater Plugin
        • File Storage Plugin
          • Using File Storage
          • Using SharePoint File Storage
        • Cognism Enrich Plugin
          • Using Cognism Enrich
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        • Process Logging
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        • How Workbooks Runs Scripts
        • Workbooks Script External Access
      • API Data
      • Triggers and Webhooks
        • Configuring Triggers and Webhooks
    • PDF Configuration
      • Modifying Document Templates
        • Adding Terms & Conditions to your Documents
        • Multi-line Value Tags
      • Modifying Default Colours & Images
      • Creating Custom Document Templates
  • Contact Support
    • Contacting Workbooks Support
    • Workbooks CRM Advisory Packs
    • Introduction to the Administrator Service
  • Releases & Roadmap
    • Roadmap
    • September 2022 Release
    • June 2022 Release
    • March 2022 Release
    • October 2021 Release
    • June 2021 Release
    • March 2021 Release
    • 2020 Releases
      • December 2020 Release
      • September 2020 Release
      • April 2020 Release
      • January 2020 Release
    • 2019 Releases
      • September 2019 Release
      • February 2019 - Event Management Release
      • January 2019 Release
    • 2018 Releases
      • October 2018 Release
      • May 2018 Release
      • February 2018 Release
      • January 2018 Release
    • 2017 Releases
      • November 2017 Release
      • September 2017 Release
      • June 2017 Release
      • March 2017 Release
    • 2016 Releases
      • December 2016 Release
      • August 2016 Release
      • January 2016 Release
  • Workbooks Glossary

May 2018 Release

Release date: 26th May 2018

Event Management (beta) 

We’re launching a new Event Management Module in Beta.

The Event Portal is a new addition to the Workbooks Product, offering a comprehensive event platform that will allow you to manage all aspects of a Marketing event from within Workbooks. This includes access to an Event Portal where attendees will be able to register their interest in an event and purchase tickets, the Order for tickets is created automatically within Workbooks and can be sent straight to the Customer.

 
 

Events are a new Record Type that will be a core part of our enhanced Event Portal.

 
 

The events functionality will be a chargeable module and requires an existing business licence. 

If you would like to join the beta for the Event Management Module then please register your interest via support@workbooks.com. 

 

Reporting

Bulk actions on Reports

You can now perform Bulk Actions on records within Reports, which allows you to perform actions, such as adding members to campaigns, whilst using the power of reporting to select records.

A report may return several types of record in each row e.g. Cases, People, Contracts etc. You can choose which record type the bulk action should be run on by choosing a column in the report that is associated with that record.

 


This will then calculate the number of unique records and prompt you to select what Bulk Action you wish to perform on those records. The list of Bulk Actions available in this list is similar to the set available on the Landing Page for that record type.

 

 

Short Month and short Year formats added

We have added an additional format option to the Date format picklist. The ‘mth yy’ format will output a date as a short month and short year e.g. Jan 18.

 

Bulk Update the Run As for a Report on the Reporting Landing page

You can now quickly switch who a report will Run As using the Bulk Actions > Update option on the Reporting Landing page. 
 
 
This is particularly useful if you have a report running as a user who is no longer active within Workbooks as it will display no items in the report. 
 

Preview is no longer automatically generated when editing a report

A new ‘Load Preview’ button will now appear in the Preview pane when editing a report.
 
 
This has been changed to prevent reports from being run unnecessarily if you are just amending columns. This is particularly useful for complex reports that have to process lots of data and takes a long time to run.
 

Compliance

GDPR Mode

We’ve added a new database setting to support ‘GDPR Mode’. Enabling this setting will work alongside Compliance Records to help prevent you from emailing any People or Leads in your database unless they have a valid Compliance Record. GDPR Mode will also apply to mailer integrations (Gator, MailChimp, Dotmailer), so only Compliant members will be synced.
 
 
 
On Mailing Lists, Marketing Campaigns and Mailshots, the members/recipients can be filtered by GDPR Compliance, and the Statistics tab will also reflect this.
 
 

Custom Compliance Records are now available on Web2Lead Form

Any custom fields which have been created on a Compliance record will now be available when generating a Web2Lead Form for your website.


Additional fields added to Compliance Records

We’ve added three new standard fields to Compliance Records:
  • Channels e.g. Email, Telephone, Text Message, Post
  • Special Categories e.g. Biometric, Genetic or Health data
  • Revoked?
 
In addition to filtering on GDPR Compliance, you can also filter on the Channels and Special Categories columns on People, Sales Leads, Marketing Campaigns, Mailing Lists and Mailshot Landing Pages. This will enable you to quickly identify People or Lead records in these categories.
 
The Revoked? Field is available on the Compliance Landing Page and enables you to distinguish between Compliance Records which have simply expired vs those that have been intentionally revoked.
 

Greater control over picklist values on Compliance Records

It is now possible to hide the Purpose picklist on the Compliance Record’s Form Layout. You can also amend, add and remove values from this and the Legal Grounds picklists.
 
Workbooks provides the choices in the Legal Grounds picklist as defined in the EU's General Data Protection Regulation. Some of these values may not be appropriate for your business, so you can remove them but you should ensure that you remain compliant with the regulations.
 
We have also provided choices in the Purpose, Special Categories and Channels picklists that are most likely to be useful to you. You can add and remove choices to suit your business in accordance with the regulations.
 

CommuniGator - GatorSurvey Integration

New section added to display Survey Responses from GatorSurvey in a table view

We’ve created a new section which can be added to your Online Activity form layouts to display the survey responses from a GatorSurvey in a cleaner format. 
 

This will be hidden by default, so you will need to enable the ‘Survey Response’ Section on the Form Layout if you wish to see it.
 

Automatically relate Survey Response Online Activities to other records

Online Activities will already relate to People and Organisation records if the Domain or Email Address matches. This has been enhanced further, Survey Responses can now be related to Workbooks objects by adding Object Reference parameters to the survey URL. 
 
The parameters should be prefixed "gsv_" with an Object Reference as the value. For example, the parameter "gsv_wb_campaign=CAMP-123" will relate the Survey Response to the Marketing Campaign with the Object Reference CAMP-123.
 

Transaction Documents

New Capability added to control Posting of Transaction Documents

We’ve differentiated between the ability to ‘modify’ a Transaction Document from the ability to ‘Post’ one. We’ve added the ‘Allow to post documents’ to all User Groups which currently contain a ‘modify’ Capability for a transaction document type, so all users continue to have the same features currently. This allows you to grant the Capability to modify Transaction Documents to user groups, without also giving them the Capability to Post documents too.
 

Target Document fields can be set when copying a transaction document via the API

When a document is copied using the API using the copy_from field, any additional attributes specified can set values in the newly copied document. This means that you no longer need to make multiple calls via the API to copy the document and then update it.
 

Sales Leads

Lead Conversion Form Layout has been improved

We’ve improved the workflow around Lead Conversion so that it always displays the list of potential duplicate records. This will improve awareness of duplicates, and reduce the likelihood of them from being created. 
 
 
You can control whether the Create a new Organisation and Create a new Person checkboxes are ticked automatically for your users via Start > Configuration > Database > Database Settings. Unticking these checkboxes can encourage a user to pick an existing record rather than create a new one.
 
 
In addition, when a Lead is converted and the Lead does not include an Organisation, the prospective customer of the opportunity will now be automatically set to the person. If the Lead includes an Organisation, the Organisation will become the prospective customer as before.
 

Campaigns, Mailing Lists and Mailshots

Addition/removal of members on Campaigns, Mailing Lists and Mailshots are now Audited 

We’ve added Audit Records for the addition or removal of members on Campaigns, Mailing Lists and Mailshots. This will audit a single or bulk action, and the bulk action will also appear on the Bulk Actions Landing Page.
 

Product Bundles

Default Price and Default Cost Columns added to the Components Grid on Products

We’ve added the Default Price and Default Cost columns to the Components Grid on Products. This allows you to easily see what these default values are without having to open the product component to check.
 
 

Other Improvements

Added a Create Tasks Bulk Action on Landing Pages 

You can now Create Tasks using Bulk Actions on a Landing Page and Campaign/Mailing List members. To allow your users to do this, you’ll need to grant them the ‘Bulk create tasks’ Capability.
 
 
If you have multiple Record Templates available, you are given the choice of which Record Template you wish to use.
 

It will then display the Record for you to complete the values, as required. Note: When used on a Lead or Person Landing Page, the Primary Contact will default to the Person or Lead record, so you should leave this blank unless you want it to be the same for every Task created.


Form Layouts now available for Emails

You can now create Form Layouts for Emails. You are presented with two options when creating them; Editable or Read-Only. 
 

You can also utilise Form Layout Rules to display a different layout based on values on the record. 
 

‘New’ Mobile and Tablet versions will no longer be shown as Beta

In February this year we made the Modern UI available on Phones as an open beta. This new UI on Phones provides you with a feature rich version of Workbooks, and includes all of the commonly-used Desktop UI functionality on a mobile device. 
 
Due to the positive feedback we’ve received over the last few months, we’ve now removed the ‘Beta’ label on the mobile and tablet versions of Workbooks. 
 
To access the new phone UI, you will simply need to visit https://secure.workbooks.com/login or www.workbooks.com/login and it will detect whether you are using a phone or tablet automatically. 
 

Increased the number of fields available in API data


We’ve increased the number of fields available in API data from 20 to 40.
  • October 2018 Release
  • February 2018 Release

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