- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- DocuSign Functionality
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
- Creating a Document with a Workbooks PDF
- Creating a Document with a DocuSign Template
- DocuSign - Reporting
- Setting up the DocuSign Integration
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- 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
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- 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
Form Layouts, Layout Rules & Record Templates
Workbooks Mobile has been designed with smaller screens in mind and thus it's possible to create a Form Layout on the Workbooks Desktop that is then displayed only on the mobile device. Mobile Form Layouts can only support one column due to the screen size that these Layouts will typically be displayed on.
A default Mobile Form Layout should exist on your database already which can be changed to suit your needs or you can create a new one. If you decide to do this, you should set the Prefer For field to Mobile Phone and remember to also tick the Published checkbox:
More information on creating Form Layouts can be found here. Currently, you are unable to display iFrame fields as tabs or on the main form. URL fields are also unsupported.
If there are Layout Rules applied to your Desktop Form Layouts, then these will take precedence over any Mobile Form Layouts. Thus, when a Form Layout for Mobile is created, include any Layout Rules as per the Desktop version so the correct one is displayed.
Record Templates can also be used on Workbooks Mobile. The Record Template will only be available if the Use on Mobile App and Published checkboxes have been ticked on the Record Template configuration screen:
NOTE: If the Use on Mobile App box is not set, you will be taken straight to a blank record rather than seeing the screen above.
Workbooks Mobile allows you to use Google Maps from a Person or Organisation record. If you've entered in a valid address, tap the blue highlighted text to reveal the location on a map.
From here, you can tap Open in Maps App to open in a navigation app and get directions to that location.
Dashboards & Reports
Reports are read-only on Workbooks Mobile and must be placed onto a Dashboard before you can view them in the app. When a Dashboard is opened, you will be presented with a list of reports and charts on that Dashboard, tap each one to view it. The Workbooks Mobile app also supports totals on reports, so it is still possible to access the same information as you can on the Desktop.
It's currently not possible to filter the results that are returned. You can use pinch zoom in/out as you can with other mobile applications.
- Sales Leads
At present, it isn't possible to use the Save and Convert feature from a Sales Lead to convert to an Opportunity, Person or Organisation. You should do this from the Workbooks Desktop. It will then be possible to view/modify the created records in the normal manner.
It is possible to send email from the Workbooks Mobile app as per the Workbooks Desktop. The app will use your default mail client installed on the mobile device. It is not possible to attach files to these emails. If you have a Workbooks Dropbox configured, this will automatically be added in the BCC field.
You can create and edit notes as per the Workbooks Desktop, however, you are unable to view existing or create new attachments
- Meetings and Tasks
The recurring meetings, all day meetings and attendees functionality are not included on these Record Types.
- Transaction Documents
The document header of Opportunities, Quotations, Orders, Invoices, Credit Notes, Contracts and Supplier Orders can be edited but Line Items are currently Read Only. The Line Item fields that are shown depend on the Show/Hide option you have chosen; if you do not want a field to show you must choose 'No (Disabled)' rather than 'No (Hidden)'.
Product records are not accessible.
- Marketing Campaigns
These are not currently displayed in the mobile app and thus are not accessible as a tab from a Person or Sales Lead record.
- Process Automation
Process Automation buttons are not available on the Workbooks Mobile app including if they have been configured to run on save. Scheduled Processes will continue to run from the Desktop as normal along with On Change processes. Report Processes are also not available as Reports are read only.
Click to call functionality is available from anywhere in your Workbooks database where the field's data-type is set to phone number. Simply tap on the number to make your phone dial the number stored. You should be prompted to accept the action prior to your phone dialling out.