- 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
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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
- 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
January 2018 Release
Release date: 6th January 2018
Products
Several new fields have been added to Products
- You can assign a Maximum Quantity to a product and Workbooks will automatically track the quantity which is available and allocated as sales orders are posted.
- There is now a new “Token” field which can be revealed and contains an automatically-generated and hard to guess unique token which can be used to identify a product to your customers, to be used for example as a Coupon code.
It is now faster to create new products
The product code field is filled by default by the unique token and this can be overwritten as required.
Product Bundles are now available
Customers using the Business Professional edition gain the new ability to define bundles of products such that a product can have multiple components, each potentially with components of its own. For further information about how to use Product Bundles, please visit our Knowledge Base.
New Modules - Coming Soon
This release also focuses on preparing new extensions to Workbooks which will be available as additional modules over the next few months:
- Event Management
- Sales Tax Rules
Event Management will allow you to manage your events through Workbooks, including the option to provide your customers with an online portal where they can register and purchase tickets. To achieve this we will be adding a new set of record types including Events, Speakers, Sponsors, Attendees and Tickets.
Sales Tax Rules provides flexibility to define and use location-specific Sales Taxes so that the correct taxes are applied considering the location of the customer and where the product or service is delivered.