- 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
- Microsoft Office
- 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
- 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
System Requirements
System Requirements
Please find below the system requirements and compatibility specification for the latest version of the Workbooks Exchange Server Sync (WESS) and the WESS Add-in.
While software versions that are the end of mainstream support are not listed they may well continue with work with this version of the WESS. We do recommend you maintain supported versions of software to ensure reliability across your solution. If you are using older versions of software and experience issues we will endeavour to support you however the ageing technologies may limit our ability to do so.
Software Requirements
MS Exchange Server Versions
| MS Exchange Server 2016 | Supported |
| MS Exchange Server 2019 | Supported |
| MS Exchange Online (Office 365) | Supported |
Outlook Versions
| MS Outlook 2016 | Supported |
| MS Outlook 2019 | Supported |
| Outlook for Mac 2016 | Supported |
| Outlook for Mac 2019 | Supported |
| Outlook from the Windows Store | Supported |
| Outlook for Android | Supported |
| Outlook for iOS | Supported |
| Outlook Web App | Supported |
Your Exchange Server must have the IMAP tagging functionality as this is used to categorise Emails, Contacts and Meetings that in turn is used to identify objects for syncing.