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.
Re-adding deleted value in picklist Create Cases for Order Line Items Workbooks & GatorMail for Transactional Emails - WORKED EXAMPLE See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Event sessions not recording properly on events module for attendees Combine ticket and attendee information into one tab on events module with custom fields Abilty to add multi-select fields on custom columns on forms See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos