Knowledge Base

Each record in Workbooks holds a number of fields which help to uniquely identify it within the database. These fields include things such as the object reference (e.g. CASE-12345) or a unique number known as

Each record will have a number of tabs that show you information about related items

How to include Records that aren’t assigned to you within your ‘My’ view on the relevant Landing Page.

Notes can be added to a range of record types. These notes could be a free-type note, one which uses a template or a link to a URL. This article covers how each can be