Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Welcome to the Knowledge Base
Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Desktop Environment
- Supported browsers
- Introduction
- Desktop
  - Setting up and configuring the Modern Theme
  - Tips & Tricks on the Desktop
- Records
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks on Mobiles and Tablets
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
  - 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
- Managing your Imports
  - Undoing an Import
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
  - Creating Mailing Lists
- Products
- Mailshots
  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- Spotler Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
Integrations
- Mapping
- Electronic Signing Tools
  - Docusign Integration
  - Adobe Sign Integration
- Creditsafe Integration
- Zapier
- Email Integrations
- Event & Webinar Integration Tools
  - GoToWebinar
  - ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
  - Creating Reports
  - Sharing Reports
- Using Reports
- Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
- Advanced Reporting
  - Using Calculated Columns
  - Audit Reporting
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Adding a Dashboard as a Record Tab
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service
Releases & Roadmap
- Roadmap
- June 2021 Release
- March 2021 Release
- 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

Introduction

Tip

Watch our 'Getting Started with Workbooks' video at the foot of this page to get a head start with using Workbooks.

Unlike many other CRM solutions, Workbooks is intuitive and simple to understand. Workbooks provides a "windows-like" desktop interface.

When you login, you'll see the Desktop and the Welcome Message (5), as shown below.

Use the Start button (1) to access your records and other parts of Workbooks.
Use the Search icon (2), or search bar to find the records which you're looking for quickly.
Click the Training Videos icon (3) to access our current short training videos. These are added to regularly so remember to revisit this page from time to time.

You can control which, if any, windows open automatically when you login, by 'pinning' Landing Pages and/or records using the pushpin symbol when clicking on either of the highlighted boxes (4). Clicking on this symbol causes the Landing Page or record to open when you first login.

NOTE: The window will appear the same size and in the same position as it was when you pinned it. You can stop the window from opening on login by clicking on the pushpin again or by deleting the option from the My Pinned Windows section within Preferences.

Clicking Start opens a menu from which you can navigate to records. For example, clicking Start > People opens the My People Landing Page, seen below. From here you can choose to show other views, open records, customise the appearance of the grid, create new records and manage queues.