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. 

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.

Read more about this functionality in the page on Landing Pages.

To help you get started, visit our End User Training Video page here.