- 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
- 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
May 2018 Release
Release date: 26th May 2018
Event Management (beta)
We’re launching a new Event Management Module in Beta.
The Event Portal is a new addition to the Workbooks Product, offering a comprehensive event platform that will allow you to manage all aspects of a Marketing event from within Workbooks. This includes access to an Event Portal where attendees will be able to register their interest in an event and purchase tickets, the Order for tickets is created automatically within Workbooks and can be sent straight to the Customer.

Events are a new Record Type that will be a core part of our enhanced Event Portal.

The events functionality will be a chargeable module and requires an existing business licence.
If you would like to join the beta for the Event Management Module then please register your interest via support@workbooks.com.
Reporting
Bulk actions on Reports
You can now perform Bulk Actions on records within Reports, which allows you to perform actions, such as adding members to campaigns, whilst using the power of reporting to select records.
A report may return several types of record in each row e.g. Cases, People, Contracts etc. You can choose which record type the bulk action should be run on by choosing a column in the report that is associated with that record.

This will then calculate the number of unique records and prompt you to select what Bulk Action you wish to perform on those records. The list of Bulk Actions available in this list is similar to the set available on the Landing Page for that record type.

Short Month and short Year formats added
We have added an additional format option to the Date format picklist. The ‘mth yy’ format will output a date as a short month and short year e.g. Jan 18.
Bulk Update the Run As for a Report on the Reporting Landing page

Preview is no longer automatically generated when editing a report

Compliance
GDPR Mode



Custom Compliance Records are now available on Web2Lead Form
Additional fields added to Compliance Records
- Channels e.g. Email, Telephone, Text Message, Post
- Special Categories e.g. Biometric, Genetic or Health data
- Revoked?

Greater control over picklist values on Compliance Records
CommuniGator - GatorSurvey Integration
New section added to display Survey Responses from GatorSurvey in a table view

This will be hidden by default, so you will need to enable the ‘Survey Response’ Section on the Form Layout if you wish to see it.
Automatically relate Survey Response Online Activities to other records
Transaction Documents
New Capability added to control Posting of Transaction Documents
Target Document fields can be set when copying a transaction document via the API
Sales Leads
Lead Conversion Form Layout has been improved


Campaigns, Mailing Lists and Mailshots
Addition/removal of members on Campaigns, Mailing Lists and Mailshots are now Audited
Product Bundles
Default Price and Default Cost Columns added to the Components Grid on Products

Other Improvements
Added a Create Tasks Bulk Action on Landing Pages


It will then display the Record for you to complete the values, as required. Note: When used on a Lead or Person Landing Page, the Primary Contact will default to the Person or Lead record, so you should leave this blank unless you want it to be the same for every Task created.
Form Layouts now available for Emails

You can also utilise Form Layout Rules to display a different layout based on values on the record.
‘New’ Mobile and Tablet versions will no longer be shown as Beta
Increased the number of fields available in API data
We’ve increased the number of fields available in API data from 20 to 40.