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.
Using the IF statement in reports Using the CASE statement in reports Using the CASE statement in reports See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Don't automatically close the search window Automatically send a confirmation email with case number/details included from Web a Case or case logged via a telephone call Activity Number on the Calendar See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos Workbooks Webinars