Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Advanced Features
- Sending Emails in GatorMail
- GatorCreator
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
- GatorSurvey
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Reporting FAQs
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
August 2026 Release
Release date: 22nd August 2026
Workbooks AI is available!
We’re excited to announce that, from Monday, our AI module will be available for you to purchase. If you haven’t already, we recommend you watch our webinar on AI, where our CEO, John Cheney, talks through how you can use AI and demonstrates some of its uses in Workbooks. You can also find more details on our Knowledge Base.
Reach out to your Account Manager if you’re interested.
Configure your Start Menu!
You can now configure your own Start Menu to suit your Organization’s business needs. This makes it possible for you to hide items, create new Sub Menus and move items around; especially useful for those of you with Custom Record Types.
You’ll see that we’ve made changes to the default Start Menu, including moving some items into an Admin Resources sub-menu, as an example of how you can restructure.
Make it more relevant to your business by configuring it in Configuration > Customization > Start Menu. More details can be found on the Knowledge Base.
Bug Fixes
- The ‘Completed Date’ will now auto-populate on Meetings when marked as Complete