An overview of what you can do when using the mobile version, and what devices are supported.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Mailing Lists
- Mailshots
- Marketing Campaigns
- Products
- 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
- 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
- GatorMail Integration
- Opportunities
- Creditsafe Integration
- People & Organisations
- Electronic Signing Tools
- Reporting
- Dashboards
- Compliance Record
- Data Enrichment
- Transaction Documents
- Mapping
-
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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Supported browsers
Supported browsers
Desktop
Workbooks is only supported on recent versions of market-leading web browsers. We currently support the following:
- Mozilla Firefox version 45 and later.
- Google Chrome version 50 and later.
- Microsoft Internet Explorer version 11 and later.
- Opera version 36 and later.
- Apple Safari version 6 and later.
Mobile
For more information on Workbooks Mobile Client, click here.
Related content
You can log in to Workbooks with certain supported browsers and with an email address and password, or you can link your Workbooks account to your Google credentials.