Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Outreach SharePoint Case Portal See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Data not updating through API Automated Daily Mailshots from a Report Send email to Office365 users with Azure AD MFA enabled See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Reporting - ability to report on row number Ability to report on row numbers! Link to Transactions in WESS See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos