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.
User recommendations for use of Person/Organisation records Agreements Tab Can you add a Picklist to an existing Field? See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Link to Transactions in WESS Order of Dashboard items Autosize in reports and views See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos