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  5. Releases & Roadmap
  6. October 2021 Release
  • Welcome to the Knowledge Base
  • Introduction
    • Using the Knowledge Base
    • Editions & Licensing
      • Renewing Licences
    • Workflow
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        • Link Workbooks to Microsoft Azure
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  • Getting Started
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      • Deleted Items
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    • Workbooks on Mobiles and Tablets
  • Preferences
    • Introduction to Preferences
    • Setting your Preferences
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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
    • Displaying & Adding Cases
    • Managing Cases
    • Case Portal
      • Installation
        • Custom Fields
        • Case Portal Configuration
          • Company Details
          • General
            • Case Portal Reports
          • New Case
          • Help Text
          • Emails
          • Advanced Features
          • Field Mappings
          • Help Dialog
          • Product Area Questions
        • 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
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          • 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
    • Supplier Orders
    • Contract Management
      • Displaying & Adding Contracts
      • Using Contracts with Cases
    • Sagelink
  • Auditing
    • Auditing
  • Configuration
    • Introduction to System Administration
      • Quick Start Wizard
    • Users & Security
      • Users
        • Setting up your Users
        • Disabling Users
        • Profile Pictures
      • User Groups
        • Capabilities
        • Creating & Modifying User Groups
      • Permissions
        • 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
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      • Bank Account Validation
    • Customisation
      • Creating & Modifying Picklists
      • Desktop Preferences
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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
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        • Customising relationships between parties
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    • Automation
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    • PDF Configuration
      • Modifying Document Templates
        • Adding Terms & Conditions to your Documents
        • Multi-line Value Tags
      • Modifying Default Colours & Images
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  • Contact Support
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  • Releases & Roadmap
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      • April 2020 Release
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      • February 2019 - Event Management Release
      • January 2019 Release
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      • March 2017 Release
    • 2016 Releases
      • December 2016 Release
      • August 2016 Release
      • January 2016 Release
  • Workbooks Glossary

October 2021 Release

Release date: 16th October 2021

This release focuses on making Workbooks easier to use and navigate around, including: 

  • A new personal collection of dashboards called a Springboard. 
  • Dashboard improvements, including a new look and feel as well as new functions. 
  • Viewing Reports and Landing pages as Cards. 
  • Displaying Tabs in a Side Panel on your records. 
  • New Target Records for your reports. 

 

WORKBOOKS IS REBRANDING!! 

Over the last few days, you’ll have seen that our website has been updated with our new branding! You see some changes in Workbooks too – more will appear over time but right now there will be a refreshed login page, and you will see our new logo in the Start Menu button. Our new branding emphasises Workbooks’ customer-centric focus, delivering a CRM platform that is personalised and fine-tuned by our own experts precisely to your business goals.  

Springboards 

An exciting new feature is being added to help you manage your day, called “My Springboard”.  This is a sort of ‘homepage’ to help you drive your working day and consists of multiple Dashboards in one easy-to-use place.   

You’ll only see your Springboard once you or your System Admin has added a Dashboard to it. Once that’s been done, you’ll see it as soon as you login. We love the way it enables you to see what you need to do each day as well as your progress against target.   

Check out how to manage your Springboard on our Knowledge Base. 

Dashboard Improvements 

Dashboards have been given a facelift and are now crisper and easier to use. We’ve changed the blue title bar of each report window to a cleaner white header, and hidden the Refresh and Open buttons until you roll over the window. 

More exciting than that though is the ability to add a ‘New’ button to your Dashboards, or to a report window within the Dashboard. You’ll be able to create new Records (of any type) from the Dashboard instead of navigating to Start > New or to a Landing Page. 

Other enhancements to Dashboards include: 

  • Landing Page Views can now be added to Dashboards. 
  • ‘Dashboard’ now appears in the Start > New menu. 
  • When adding new reports or charts to a Dashboard, they’ll be added to the bottom instead of at the top 
  • Dashboards will be responsive when resizing the window, collapsing into one column when made too narrow. 
  • When editing Dashboards to reorder the reports and charts, the windows will shrink down to just the Title bar, to make it easier to see the full layout as you move the windows. 
  • The ‘Category’ field has been added to make it easier to organise and find Dashboards. 
  • A ‘Description’ field has been added to Dashboards, and to the reports and charts that are added to the Dashboards, which is visible when hovering over the new info button on the report window. 

Card Views 

To make it easier to see all the relevant information without having to scroll to the right, there’s a new way to view your Reports and Landing Pages! As well as the standard ‘View as Grid’ and ‘View as Calendar’ options, we now offer a ‘View as Cards’ option. There are multiple Card Templates to choose from: with images, banners, and different layouts, you can configure them to show the fields relevant to you. On reports, you can even pull through the styling.  

 

Note, this is only available on some Record Types; you can find more information on Card Views on our Knowledge Base. 

Side Panel 

Form Layouts can often get cluttered with the amount of information that you want to see, or it can take a few clicks to get to the information you need. So we have introduced a new feature called the Side Panel. The Side Panel lets you display a tab of your choice to the side of the form. 

In combination with the new Card View, you could display the People in the Side Panel of Organisations, or you could even display a Dashboard tab. You can find out how to set these up on our Knowledge Base. 

Overview Tab 

A new tab is available on Opportunities and Cases, called the Overview. The tab brings together your Activities, Emails and Related People into one view, and especially when used in the new Side Panel, can help you drive your workflows: quickly check your next steps, create new Activities, manage the related People and access their contact details, and see what emails or tasks have already happened. For more information on the Overview tab and a video of how to use it, see our Knowledge Base. 

Targets 

It can currently be a time-consuming task to add and update targets across your reports. Our new Target records will not only make it easier to store targets in the system, but also reduce the admin to roll them out across your reports. 

One of the key benefits of the new Targets is that they will cause a row to show even if there is no data for it, like Caroline Sterling here who has no Opportunities and therefore her ‘Actual’ is blank: 

You can find more details on our Knowledge Base. 

Date Picker 

There’s a new dropdown option on the Date fields on Activities, which allows you to select the date using a number of days, weeks or months. This makes it faster to set a date without having to scroll through the calendar or manually type in a date, though these options will still be available. 

It will also be possible for you to configure your own picklist for other Date fields in your system. For example, you may want to add it to the Close Date field on Opportunities to make it easier to set the date for “in 3 months”. You can find out how to configure this on our Knowledge Base. 

Reporting and Charts 

  • Save & New 

    A nice little thing for those that build reports often – when adding new columns to reports, Workbooks will now remember your previous selection when you click ‘Save and New’, meaning you won’t have to select all of the same drill throughs all over again. 

  • Converting Currencies 

    A useful function has been added for our customers that work in multiple currencies. This function will allow you to convert one currency to another, based on the exchange rate on the relevant date. Find out how to use this function on our Knowledge Base. 

  • Detecting empty fields 

    Those familiar to reporting will know that sometimes you need to test if a field is blank or null. We’ve created a new function to make this easier to do: find out more on our Knowledge Base. 

  • Chart Settings 

    When editing Bar and Line Charts, you’ll see a new ‘Scale’ section in the settings.  This allows you to control the values that your axis starts and ends on. This will make it easier to compare values when you are displaying similar charts side by side, and also make it easier to read charts with high starting values. 

    Also on Bar and Line Charts, you will see a new ‘Axis label orientation’ setting. This will be useful for charts with long label names that used to get cut off; you can now display the labels at an angle so that they all fit in the screen. 

  • Mapping distance 

    More new functions, this time for those of you that use our mapping module. The new Map Position functions will allow you to find the distance between 2 map positions, in kilometres or miles. Find out more on our Knowledge Base. 

  • Filters for calendar/accounting periods 

    You may spot the new operators that we’ve added to criteria, mainly ‘is a calendar period’ and ‘is an accounting period’. These allow you add criteria on date or accounting period fields that you have formatted, e.g. where you have output a date as just the month name, you can now add a criterion for ‘is the current calendar month name’. 

Some other small changes... 

  • The Search window will now initially show your Recent Items, and it is now possible to Search within your Recent Items. 
  • The Accounting Period creation wizard has been restructured and includes additional validations to reduce errors. 
  • Bug Fix: Form Layouts should now work correctly for Mailing List Members/ Campaign Memberships / Event Attendees. 
  • March 2022 Release
  • June 2021 Release

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