- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Custom Fields
The Case Portal Plugin installs a number of Custom Fields, Picklists and Picklist Values automatically. All fields created by the installation are hidden by default, so you will need to configure your Form Layouts on Cases, People and Activities. A list of the fields is provided below.
# | Field Name | Record Type | Data Type | Description |
---|---|---|---|---|
1 | Exclude from Portal? | Cases | Checkbox | Add this field to the Case Portal reports set in the plugin as a criteria to hide selected Cases from the Case Portal where this field is set to TRUE. |
2 | Exclude from Portal? | Emails | Checkbox | Emails where this checkbox is set to TRUE, are not visible under the Case History tab of the Case Portal. |
3 | Authentication Blocked | People | Checkbox | Set this field to TRUE to stop a registered Portal user logging into the Case Portal. |
Registered | People | Checkbox | Automatically set to TRUE when a user registers for the Case Portal. | |
5 | First Login Time | People | Date Time | This is the Date & Time that a person first accessed the Case Portal |
6 | Last Login Time | People | Date Time | This is the Date & Time that a person last accessed the Case Portal |
7 | Last Login IP Address | People | Text | This is the last IP address that was used to access the Case Portal. |
8 | First Response At | Cases | Date Time | This field is automatically populated with the Date & Time of a Public Activity if the field is blank and using the functionality here. |
9 | Activity Sub Type | Activities | Picklist | This is used by the functionality here to automatically create Public/Private Activities. There are only two values created - Public and Private. Other values will be ignored. |