Skip to main content
Knowledge Base
Customer Forum
Suggestions
Training
Support Portal
Login
Home
Support
Knowledge Base
Knowledge base
Integrations
Email Integrations
Knowledge Base
Browse our knowledge base articles to quickly solve your issue.
Home
Support
Knowledge Base
Knowledge base
Integrations
Email Integrations
Menu
Close
Welcome to the Knowledge Base
Introduction
Introduction to Workbooks
Using the Knowledge Base
Editions & Licensing
Renewing Licences
Workflow
Queues
Logging In
Configuring Security Policies
Google Authentication
Login Protection
Microsoft Azure Active Directory
Link Workbooks to Microsoft Azure
Setting up User Templates
Locking down your Workbooks
Training
Training Videos
Training Courses
Desktop Environment
Supported browsers
Introduction
Desktop
Setting up and configuring the Modern Theme
Tips & Tricks on the Desktop
Records
External Links to Workbooks records
Tabs
Watching Records
Notes
Landing Pages
Bulk Actions
Scheduled Bulk Actions
Customising Views
Customising Columns
Filtering
Custom Filters
Calendar Views
Deleted Items
Edit Grids
HTML Editor
Welcome Messages & Bulletins
Exporting Data
Multi Language
Notifications & Reminders
Workbooks Mobile Client
Modern UI on Mobile/Tablet
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
Case Portal
Installation
Custom Fields
Case Portal Configuration
Company Details
General
Case Portal Reports
New Case
Help Text
Emails
Advanced Features
Field Mappings
Help Dialog
Product Area Questions
Case Portal Additional Features
Setting up Public/Private Activity creation
Setup Registration Emails from a Person
Automatic Emails on Case Status Change
Using the Case Portal
Case Updates - Public & Private Activities
Inviting a Person to the Case Portal
Email
Introduction to Email
Working With Emails
Email Signatures
Sending Bulk Email
Common Email Errors
Email Integrations
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
Uploading your data
Defining Field Mappings
Extending your Import to other Record types
Checking for Duplicates
Running and Reviewing your Import
Managing your Imports
Undoing an Import
Leads
Introduction to Leads
