Knowledge Base

The Email to Case plugin allows you to set up and manage multiple email to case processes in an easy to use interface. By using the plugin you will be able to set up and

Introduction The File Storage Plugin is available for all Workbooks customers and can be found in the Script Library. It is an easy-to-use drag and drop method to store files eg. PDFs, external Transaction Documents or

Introduction Lead Generation & Prospecting are one of the main functions in an organisation. This is what generates a good pipeline and ultimately, drives revenue. Unfortunately, in the age of GDPR, it has become more

Introduction How it works Setting up the plugin Introduction The Field Updater Plugin is available for all Workbooks customers and can be found in the Script Library. It is used to automatically update record field(s)