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.
Pulling information from the Organisation to a Person Record Changing Date Formats in Reports Reports you can build with Compliance Records See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Better logical searching Ability to vary the width of a dropdown selection box. New theme improvements See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos Workbooks Webinars