- 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
- 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
Tips & Tricks on the Desktop
Search bar is now in the Start Menu
In the Modern theme, we’ve relocated the search bar and placed it at the top of the Start Menu instead. The same number of clicks are required because when you click the Start Menu button, the cursor will default to the search box so you can start typing.
You can also use the keyboard shortcuts Ctrl+S / Cmd+S to start searching.
Recent Items icon added
In the Modern Theme, we’ve also made Recent Items quicker to access by using the clock icon on the taskbar. This is perfect if you just closed a record that you need to get back to.
Choose if you want windows collapsed or not
If you preferred having each window open shown separately in the taskbar, each user can set this within their Preferences. back to this by unchecking the Collapse Button box.
Zoom out to reduce the size of text/icons
As a result of the underlying work to improve Workbooks on Tablets and Phones in the future, the Desktop interface will now be more responsive if you change the size of your window or zoom. Therefore, if you find that the text and icons in the Modern Theme are too large, then you can zoom out on your browser and it will scale accordingly.
Snoozed notifications can now be retrieved quickly
If you’ve snoozed a notification, or just clicked the ‘x’ then you can now get to these again by clicking the Notifications icon in the taskbar. If there are any to view, the icon will be yellow.
Rename your shortcuts
You can now rename your Desktop shortcuts by right clicking on them and selecting Rename Shortcut.