Knowledge Base

It is possible to provide a url to other users that will take them directly to a particular record within Workbooks, to save them from having to search for it

Each record will have a number of tabs that show you information about related items

How to include Records that aren’t assigned to you within your ‘My’ view on the relevant Landing Page.

Notes can be added to a range of record types. These notes could be a free-type note, one which uses a template or a link to a URL. This article covers how each can be