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- 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
- Start Menu
- Desktop Shortcuts
- Personalising the Desktop
When you log in to Workbooks, you will see the Workbooks Desktop. It is made up of two key elements – the Taskbar and the main Desktop area, just like the classic Microsoft Windows UI. This is intended to make Workbooks accessible and easy to understand for end Users.
The Desktop is the backdrop to all of your activity in Workbooks and provides a lot of core functionality that you will use every day, which is explained in more detail below.
The Taskbar can be configured to appear at the bottom, top, or left-side of your Desktop, and includes 6 straight-forward buttons:
- Start Button – Clicking on the Start Button (Workbooks logo) opens the Start Menu; from here you can see all areas of Workbooks that you have access to, create new records, search for records, set your preferences, etc.
- Close all windows – Clicking this button will close all of your open windows within Workbooks.
- Windows manager – This button allows you to see at a glance all of your open Workbooks windows, and gives you the option to close or minimise all of them, or bring specific ones to the foreground.
- Search shortcut – This opens the Search window, allowing you to find records and view your recent items all at once.
- Recent items – Clicking this button will open the Recent Items window, where you can see all of the records and objects you’ve had open recently, and search through them.
- Notifications – The bell icon loads the Notification panel which is where any Notifications you receive will appear, alongside the options to open, snooze, or dismiss them.
The Start Menu is the main way you will navigate through different areas of Workbooks and access your records, reports, etc. Clicking on the Start Button in the Task Bar opens the Start Menu, which will present you with all the areas of Workbooks you are able to access (as determined by your System Administrator).
While the majority of the Start Menu is made up of links to different Workbooks Landing Pages, such as People, Organisations, and Emails, there are three icons at the bottom of the menu that serve different purpose:
- Bulletins – This icon takes you to the Bulletins landing page which can be extremely useful for your System Admin(s). More info on Bulletins can be found here.
- Help – The question mark icon takes you straight to our Knowledge Base.
- Information – This opens a window detailing your session details, allocated licenses, and User information such as your login name and User name.
- Lock your screen using this button, it will only function if Username Password is implemented at a database level. See more info in Users & Security.
It's important that you can find the record(s) you need quickly and easily, and Workbooks includes a powerful Search capability for this purpose. The magnifying glass is used to indicate where a search function exists, and you can find three of these icons on your Desktop and Start Menu:
- Using the Search shortcut on your Workbooks Desktop.
- Clicking the magnifying glass icon in your Taskbar.
- Using the Search field that appears when you click the Start button.
Each option allows you to limit your search to a specific record type. For options 1 and 2 you do this by using the ‘Within’ picklist. For option 3, you click on the down arrow next to the magnifying glass which gives you a list of record types/areas of Workbooks to search within.
If you select a record type to search with using option 3, the system will remember what you've chosen for the rest of your login session, so that the next time you use that search it will be restricted to the record type you previously specified. This is particularly useful if you regularly search for records of just one type.
Alternatively, you can search the entire database by leaving the setting as ‘All Items’. The search will default to Quick Search and then if it doesn't find what you are looking for, or it recognises there are potentially other options to search then a dialog box will pop up that asks you to click to extend the search. Quick search can also be customised to include the fields that you require, and that you search often.
The Recent Items view will list the last 100 items that you accessed in Workbooks, starting with the most recent. This can be extremely useful if you accidentally close something, or need to refer back to a record you were looking at the day before.
The Recent Items window also includes a Search bar, where the 'Within' field is automatically set to 'Recent Items.
You can access your Recent Items from three places:
- Clicking on the clock icon under the Start button.
- Using the Recent Items button in your Start Menu.
- Using the Recent Items shortcut on your Desktop.
You can log into more than one Workbooks database at a time by using separate browsers or private, ‘incognito’ browser windows for each session. Just be aware that as soon you try to log into another Workbooks database in the same browser instance, one of your sessions will be cancelled and you will be unable to carry out further actions until you log back in.
Clicking on the ‘i’ icon in the Start Menu opens a window that provides useful information about the current Workbooks session. From here, you can find the following information which is always useful, especially when raising cases with the Workbooks support team.
You can find the following information from here:
- User information, including who you are logged in as, name and email address, plus information on which licences are allocated to that User. You can also see which User Groups the current User is in.
- Account information such as the name of the account and database. You will also find the current database ID.
- Licence information including the Workbooks licence and any extensions you may have purchased that are in use by the User.
- Session information including your current User ID, customer ID and which database server you are using.
Hiding the Start Menu
You can hide the start button for user groups that have their Springboard turned on by going into Start > Configuration > Users & Security > User Groups > Select a user group > Expand Desktop Experience > Tick the “Disable Start Menu” checkbox. If the start menu is disabled, the only content you will have are the Logout and the Bulletins and Notifications buttons.
When you disable the start menu for a group you will need to make sure they have access to a Springboard. If they do not have access to a Springboard and the start menu is disabled, they will not be able to log into Workbooks.
If you have a Springboard set up, this will appear on your desktop as soon as you login. Your Springboard should include all of the dashboards you need to manage your day. Find out more about Springboards here.
All Users can customise their Workbooks Desktop by creating shortcuts to specific Workbooks Records, Views on Landing Pages, or Reports.
Clicking on the Record icon in the top left-hand corner of a Workbooks record will open a menu with a list of options. Select 'Add to Favourites/Desktop'. This will pop open a window asking you to name the shortcut, and then it will add an icon shortcut to your Desktop for that object.
The Desktop Shortcut will adopt the name of the Record, View or Report for which you are creating the shortcut by default. To remove any Desktop Shortcuts, right-click on the shortcut and select Remove Shortcut. When you open a shortcut from the desktop it will automatically remember whether or not the window was snapped from the last time it was open.
System Administrators can personalise the look of the Workbooks Desktop by replacing the default Workbooks logo with an image of your choice. In addition, you can control which, if any, windows open automatically when you login, by 'pinning' Landing Pages and/or records using the pushpin symbol towards the top right-hand corner. This will also automatically remember whether the window was previously snapped. More information on this can be found here.