Welcome to the Knowledge Base
Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
  - Login Protection
Training
- Training Videos
  - API Training Videos
- Training Courses
- Online CRM Success Clinics
  - Previous Success Clinics
- Workbooks Webinars
Desktop Environment
- Supported browsers
- Introduction
- Desktop
  - Setting up and configuring the Modern Theme
  - Tips & Tricks on the Desktop
- Records
- Landing Pages
  - Bulk Actions
  - Customising Views
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Activities
- Introduction to Activities
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Dropbox
- Sending Bulk Email
- Common Email Errors
- Mailing Lists
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Mailing Lists
  - Creating Mailing Lists
- Mailshots
  - Creating a Mailshot
- Marketing Campaigns
- Products
- Upload Library
  - Using the Upload Library
- Templates
- Workbooks Web Insights
- Using HubSpot with Workbooks
GatorMail Integration
- Setting up the Integration
- Sending Mailshots using GatorMail
  - Creating a GatorMail Mailshot without a Marketing Campaign
- GatorForms
- GatorMail Domain Setup
- GatorMail Field Mappings
- GatorMail Hard Bounces
- Setting up GatorMail Workflows
  - Triggered Mailshots
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
- De-duplication and Merge
- Using PCA Predict
Reporting
- Introduction to Reporting
- Displaying Reports
  - Reporting Views (Reports on Landing Pages)
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
- Displaying reports within Record Views
- Audit Reporting
Compliance Record
- Introduction to Compliance Records
- Enabling Compliance Records
- Creating Compliance Records
- Using Compliance Records
Data Enrichment
- Introduction to Data Enrichment
- Setting up Data Enrichment
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Adobe Sign Integration
- Introduction to Adobe Sign
- Installing the Integration
- Using the Adobe Sign Integration
Mapping
- Introduction to the Mapping Module
- Using the Mapping Module
- Changing the size/colour of Map Pins
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Multistep Zaps
Outlook Connector
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
Exchange Server Sync
- Synchronising Tasks & Meetings
- Synchronising People & Contacts
- Synchronising Emails
- Setting up the WESS
- WESS Troubleshooting
Workbooks Mobile Client
- Modern UI on Mobile/Tablet
- Workbooks Mobile Client
- Using the Mobile App
- Other Information
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
- PDF Configuration
Releases & Roadmap
- Roadmap
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- September 2015 Release
- May 2015 Release
- January 2015 Release
- May 2018 Release
Workbooks Glossary
- Workbooks Glossary
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service

Customers & Suppliers

Customers

Tip

To designate an Organisation as a customer or supplier you must have been granted the right Capability by your System Administrator. (Relate own organisation CRM customer / CRM supplier respectively).

Once you've set up an Organisation as a Customer (via the Agreements checkboxes) you'll be able to view it and others in the Customers view on the Organisations Landing Page.

Transaction Documents are linked to the Customer Organisation, so remember to set up an Organisation as a Customer before you try to create Transaction documents for that record.

The Transaction documents are Quotations, Customer Orders, Invoices and Credit Notes.

Suppliers

Like Customers, Suppliers are configured in Workbooks by the Agreements checkboxes in an Organisation record. Once you've done this, you'll be able to view it and others in the Suppliers view on the Organisations Landing Page.

Transaction documents are linked to the Supplier Organisation, so remember to set up an Organisation as a Supplier before you try to create a Supplier Order for that Organisation.