Knowledge Base

Fields are a fundamental part of how Workbooks stores and displays information. This page introduces the two key field types: Linked Fields and Reference Fields and explains how they allow data from one record to

Record Templates allow you to create a new record, with pre-filled values in fields of your choice. For example, if you set the Priority field to “Low” then every time you create a new record

An introduction to customising Form Layouts so you can change the appearance of Workbooks records to only show information relevant to your business.

Examples of how you can use Workbooks to incorporate reports into your custom fields, such as by using a Report as a Frame, on a Tab, or as a Cell.

How to use Opportunity Stages to reflect the stages in your sales cycle and why you should assign probability percentages to them.

Custom Fields in Workbooks give you the flexibility to tailor your CRM to collect the data your business needs. While many useful fields such as Assigned To are provided out of the box, creating your