Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach Type: #Events & Webinars Join this webinar to hear from Chris Roessler, VP Marketing and Adverting at Rotary Corporation. He\'ll explain: How Rotary transitioned from Salesforce with minimal disruption What are the high-risk areas in...
Using Workbooks to help plan your working day Type: #Events & Webinars Join us on the 6th of December to learn more about how Workbooks Activities can help you keep track of everything you need to do. We will be looking at: Prioritising Activities based on the record they relate to; Using a...
Workbooks drop-in clinic: Custom views made easy Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. In this week’s session, we’ll be exploring Custom Views. Whether you’re just getting started or want to get more value from the views you...
Workbooks Drop‑In Clinic: Mastering form layout design Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. In this week’s session, we\'ll be exploring Form Layouts We\'ll cover: What form layouts are and how to create and organise them How to...
Workbooks drop-in clinic: Linking workbooks records using custom fields Type: #Events & Webinars Come and join the next drop-in webinar and help expand your Workbooks Knowledge. In this session, we\'ll show you how to link Workbooks records using custom fields to create dynamically linked items. We’ll cover: What...
Workbooks drop-in clinic: Creating & editing simple fields and picklists Type: #Events & Webinars Welcome to our first Support drop-in clinic of 2026. To start the year, we\'ll look at creating fields and picklists on your records. We\'ll cover: How to create text and checkbox fields Editing field names ...
Workbooks drop-in clinic: Dashboard and Springboards Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. On our last webinar of 2025 we will dive into Dashboards and Springboards. We will show you: •  Building a Dashboard •  Adding filters...
Workbooks drop-in clinic: Tips & Tricks to Boost Your Productivity Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. On this session, we will be looking at some tips and tricks on how to use Workbooks. We will show you: How to manage your windows How to...
Workbooks drop-in clinic: Email2Case Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. On this session, we will be covering the Email2Case plugin within Workbooks. We shall cover: •  What the Email2Case plugin does •  How...
Workbooks drop-in clinic: Bulk Actions Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. On this session, we will be going over how to perform Bulk Actions within Workbooks. We shall show you how to: •  Effortlessly update and...
Workbooks drop-in clinic: Updating through imports Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks knowledge. For this week’s session, we will be continue looking at importing data into Workbooks . We shall be going over: •  Using unique identifiers ...
Workbooks drop-in-clinic: Import Basics Type: #Events & Webinars Come and join our next drop-in webinar and expand your Workbooks reporting knowledge. For this week’s session, we will be start looking at importing data into Workbooks . We shall be going over: •  Setting up your...
