- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks Mobile Client
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
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
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- Compliance Records
- Setting up the Integration
- Sending Mailshots using GatorMail
- GatorMail - Dynamic Content
- GatorMail Domain Setup
- GatorMail Field Mappings
- Managing your GatorMail Account
- Setting up GatorMail Workflows
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- DocuSign Example - Unified PDF
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Exchange Server Sync
- Outlook Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using PCA Predict
- Data Enrichment
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Within Database Settings (navigate to Start > Configuration> Database > Database Settings) you can control;
- the user interface for managing Own Organisation Relationships.
- whether or not to require a Customer Agreement before raising an Accounting Document.
- the way in which Supplier Orders can be raised in Workbooks.
- how discount is applied to customer transaction line items.
- whether Primary Contact details are shown on a Meeting and whether the attendee status is tracked.
- if a new Person/Organisation is created when converting a Sales Lead.
- which emails should be related to Transaction Documents.
Own Organisation Relationships
Relationships between People, Organisations and your Own Organisation on the Main tab of a record can be managed using different user interfaces. You can switch between Grid view and Checkbox view:
- Grid (prompt for details when creating new relationships)
- Grid (create new relationships without prompting)
By default, you will only be able to raise an Order, Invoice, Credit Note or Contract against a party record if a Customer Agreement exists (created by checking the 'Customer' checkbox on People or Organisation records).
You can enable specific Accounting Documents to be created regardless of whether this Customer Agreement exists by clearing the box against the relevant Accounting Document type.
Delete Posted Transaction Documents
You can select this box to turn on the ability to delete Posted Transaction Documents (Quotes, Invoices and Contracts etc.). Any Users that need to be able to do this will also need to be given the Capability Delete Posted Documents, this Capability has been automatically assigned to the System Admin group.
Note: A System Administrator can also grant this Capability to any other User Groups, but we advise against this as Posted documents should only be deleted when absolutely necessary. You should contact Workbooks Support if you are unsure prior to using this feature, particularly if you synchronise your transaction documents with a third party system e.g. Sage. Deleting transaction documents in Workbooks which have already been synchronised to a third party system will mean that your two systems will not reconcile. You should NOT delete posted transactions which have been sent to a customer and form part of your legal accounting history e.g. Invoices or Credit Notes.
Strict Supplier Orders
If Strict Supplier Orders is turned on, when raising a new Supplier Order you will be asked to specify which Supplier the Order is for. You will then only be able to select Products that have a Supply Scheme with that Supplier.
If you are copying another Transaction Document to create the Supplier Order, only the Line Items that have specified a Supply Scheme with the selected Supplier will be copied across. If a Line Item does not have a Supply Scheme selected, then it will be copied across only if the Product has an available Supply Scheme with that Supplier.
If you want to relax this setting you should remove the tick from the checkbox next to Strict Supplier Orders. Removing this tick means it is possible to raise Supplier Orders with any combination of Suppliers and Products.
By default, when you apply a discount to a line item in a customer transaction record, the discount is applied to the unit price and this reduced price is multiplied by the quantity to generate the line item net amount. For example:
(Unit Price minus Percentage Discount) multiplied by Quantity
eg, £3.85 - 50% = £1.93 * 15.4 = £29.72
To deal with changes in monetary values caused by decimal rounding issues, you might want discount to be applied after the unit price has been multiplied by the quantity. For example:
(Unit Price multiplied by Quantity) minus Percentage Discount
eg, £3.85 * 15.4 = £59.29 - 50% = £29.65
To apply the discount after the unit price has been multiplied by the quantity, make sure you remove the tick from the checkbox next to Apply discount before total.
You can choose whether to display the primary contact's name, employer and contact details on a Meeting record.
If you are using a Workbooks integrated calendaring service, a tracking tab can be enabled to allow the status of attendees to be tracked.
When converting Sales Leads, Workbooks will automatically create a new Person and Organisation record for you. If you don't want the checkboxes for this to be automatically ticked each time you convert a Sales Lead, clear the appropriate checkbox in the Sales Lead section of Other Settings.
You can check the box to maintain the Assigned To value from the Sales lead being converted rather than setting it to whoever converted the Sales.
When viewing emails on the Emails tab of a Transaction Document, you can choose whether to only show those emails that have been related to the document, or whether to include any emails to or from People that are related to the Transaction Document.