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Home / Installation

Knowledge Base

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Knowledgebase articles

Welcome to the Knowledge Base
Training
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
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Our Approach to Accessibility
- Rich Text Behaviour
Welcome to Workbooks Support: Your Go-To Guide
Getting Started
- Training Videos
- Supported browsers
- Introduction
- Desktop
  - Tips & Tricks on the Desktop
  - Welcome Messages & Bulletins
- Records
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- Workbooks on Mobiles and Tablets
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
  - Notifications & Reminders
Activities
- Introduction to Activities
- Kanban View
- Using Activities
  - Meetings
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Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Case Portal
  - Installation
  - Using the Case Portal
    - Case Updates – Public & Private Activities
    - Inviting a Person to the Case Portal
Email
- Introduction to Email
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  - Snippets
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- Sending Bulk Email
- Common Email Errors
- Mailing Lists
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
- Imports Troubleshooting
  - Import status
  - Why am I not able to filter by Import Type in All Imports view
- Quick Import (BETA)
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Introduction to Marketing
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  - Creating Mailing Lists
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- Upload Library
  - Using the Upload Library
- Templates
- Event Management
- Compliance Records
- Force24
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- DotDigital
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
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- Kanban View for Opportunities
Projects
- Creating a new Project
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- Managing a Project
- Project Finances
- Resource Scheduler
Integrations
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- Mapping
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  - Docusign Integration
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    - Using your Dropbox
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- RingCentral
Auditing
Comments
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
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- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
  - Export/Import Report Definitions
- Advanced Reporting
- Report Snapshots
- Reporting FAQs
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Springboard
- Adding a Dashboard as a Record Tab
- Displaying Dashboard contents on a TV
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
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- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Configuration
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  - January 2026 Release
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  - July 2025 Release
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  - September 2023 Release
- 2022 Releases
- 2021 Releases
Workbooks Glossary

Installation

Sync Outreach Mappings

Last updated : 18th December 2020

Synchronise Outreach Picklist values to Workbooks including Task Types, Priorities, Opportunity Stages and Users

Continue Reading

Outreach Fields & Processes

Last updated : 17th December 2020

A list of Custom Fields & Process installed by the Outreach Plugin

Continue Reading

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