Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Setting up and configuring the Modern Theme Workbooks Web Insights Contacting Workbooks Support See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Change date time formats for API response How to provide the authorization to the Workbooks APIs to retrieve details How do I know that I am using the current version of a Script? See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Ability to build a Report on Files/Attachments or any Records that have Files/Attachments Deleting attachments in e-mails Notification that e-mail hasn't tracked properly (contact email is incorrect) See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos