Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- 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
Navigating Workbooks
Workbooks is designed to be user-friendly and intuitive, with a familiar, Windows-style interface called the Desktop. When you log in, you’ll see your Desktop, along with your Welcome Message (1) and Springboard (2).
- Use the Start button (3) to access your records and navigate to other parts of Workbooks.
- Use the Search icon (4) or the search bar to find records you’re looking for.
- Click the Training Videos shortcut (5) to access our current training videos.
You may want certain records, reports, or Landing Pages to open automatically when you log in. To do this, use the pushpin icon in the top-right corner of the window. Pinning an item adds it to your Desktop so it opens automatically each time you log in.
To ‘unpin’ an item, click the pushpin again or delete it from the ‘My Pinned Windows’ section in Preferences.
Note
The pinned window will appear in the same position, and in the same size as it was when you initially pinned it.
The Start menu is used to navigate between records and other Workbooks items, such as Dashboards and Reports. For example, selecting Start > People opens the My People Landing Page.