Knowledge Base

An overview of how to customise your login screen to show your own branding via your domain.

Workbooks comes pre-built with a number of different Record types, such as People, Organisations and Cases. However, it is also possible to create your own Custom Record Types. These Custom Records have the same functionality as standard Records

Workbooks offers a great degree of flexibility to enable you to customise the records on your database. Careful customisation ensures you have fields in the right places on the right records in order to capture

  This is the Theme that will be used. If set within Configuration, it will apply to all users logging into that Database. If set within Preferences, then it will only be applied for that

Workbooks includes many fields that use a dropdown or picklist of options for the User to select from.  The picklists supplied by Workbooks can be modified (with some restrictions in some situations) and in addition,