Customer Forum

For general questions about the product which don't fall into any of the categories below.

Please post questions here for any queries relating to creating, running and reporting on Marketing Campaigns and associated marketing activities e.g. Gator Campaigns, tracking Online Activities such as web page views and emails clicks etc.

If you have a question about using the reporting functionality in Workbooks, ask it here. 

For questions relating to GDPR and Workbooks Compliance Records.

If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.)

Forum for questions relating to the Workbooks Outlook Connector (WOC) or Workbooks Exchange Server Sync (WESS).

Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use.

Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists.

Questions relating to Meetings, Tasks and Activities

Find out more about importing data into Workbooks here.

For questions relating to any type of transaction document such as Quotations, Orders, Invoices, Credit Notes and Contracts.

Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates

Questions about integration between Workbooks and other platforms

Questions relating to the synchronisation between CCH Central and Workbooks.

Please use these forum posts to help you set up the Adobe Sign Integration. For more information about this integration, please see our Knowledge Base.

Forum for developers using our API and the Process Engine with Workbooks Scripts.

Summary of the scripts that are available in our Script Library and how to use them.

Commonly asked questions by prospective customers.

Use this Forum to find out more about Workbooks' performance and general requirements.

Questions about the Free Version of Workbooks