On-Going CRM Support Services
Before contacting us directly, please take a look at the extensive resources online.
- Check out the articles in the Knowledge Base.
- Search for an answer in the Forum: someone else may already have asked the same question and been provided with a solution.
- Consider signing up for Customer Success+ (on-going consultancy at a reduced rate).
Workbooks is a big product with a lot of features: do you think you might need some training? Our online Training Videos are a great place to start, or you can contact us to arrange a Training Course.
NOTE: If you are the Workbooks support contact at an organisation and you are subscribed to a paid-for edition of Workbooks (Workbooks CRM Edition or Workbooks Business Edition), then you can contact our support team directly.
Please use the right-hand form if you would like to create a new support case, including as much information as possible.
Alternatively, if you need to telephone our support team, we can be reached at: +44 (0) 118 3030 101, or you can email us at: firstname.lastname@example.org.
Our standard support service is not a replacement for having your own system administrator, who is able to configure the system and support your users.
If you would like to use the Workbooks support team for system administration tasks which are not covered by the standard support service (such as adding custom fields, creating new reports or script writing), then please take a look at the Advisory Service Packs that we provide.
For more detailed information on Technical Support provided by Workbooks, see Schedule II of the Workbooks Terms of Service.