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Knowledge Base

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Knowledgebase articles

Welcome to the Knowledge Base
Introduction
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- Editions & Licensing
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  - Tips & Tricks on the Desktop
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- Introduction to Preferences
- Setting your Preferences
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Activities
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- Using Activities
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      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
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- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Case Portal
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  - Using the Case Portal
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    - Inviting a Person to the Case Portal
Email
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Importing Data
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- Preparing your Import Data
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  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
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- Imports Troubleshooting
  - Import status
  - Why am I not able to filter by Import Type in All Imports view
- Quick Import (BETA)
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- Introduction to Marketing
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  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
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- Force24
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- Introduction to Opportunities
- Displaying & Adding Opportunities
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- Kanban View for Opportunities
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- Creating a new Project
- Budget
- Managing a Project
- Project Finances
- Resource Scheduler
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- RingCentral
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Comments
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  - Adding People to Outlook
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- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
- Using Reports
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- Adding Elements to Dashboards
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- Adding a Dashboard as a Record Tab
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- Introduction to Transaction Documents
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  - Displaying & Adding Contracts
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- Sagelink
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Desktop

Tips & Tricks on the Desktop

Last updated : 5th November 2024

This page will share some tips & tricks you can use when using Workbooks on the Desktop, such as renaming shortcuts, collapsing buttons etc.

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Welcome Messages & Bulletins

Last updated : 5th November 2024

Workbooks includes the ability to compile and distribute messages to specified groups of users within your database

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success@workbooks.com

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Suttons Park Avenue,
Reading,
RG6 1AZ,
United Kingdom

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