Integrating Workbooks and Constant Contact Last updated : 25/09/2024 The integration allows you to synchronise Workbooks Campaign Members into Constant Contact as lists Continue Reading
Preparing Reports for Snapshot Last updated : 25/09/2024 Snapshots can be created on any Workbooks Report, provided that it can be successfully loaded and the user setting the snapshot up has access to it. You may wish to add a relevant name/category/description to your Report in Continue Reading
Creating a New Snapshot Last updated : 25/09/2024 Creating a new Snapshot can be done in one of two ways: 1. From the Reporting Landing Page. Navigate to Start > Reporting. Under Actions on the left is an option for a ‘New Report Snapshot‘. 2. Continue Reading
Configuring a Snapshot Last updated : 25/09/2024 Snapshots are configured from within their Custom Record window across 5 tabs: 1. Main. From the main tab you can change information about the Snapshot such as the name, icon and description. You can also Continue Reading
2021 Releases Last updated : 19/09/2024 March 2021 Read the full Release Notes here. June 2021 Read the full Release Notes here. October 2021 Read the full Release Notes here. Continue Reading
January 2024 Release Last updated : 19/09/2024 Release date: 20th January 2024 This release continues our work in making it easier to access the areas you need to use frequently, including: The new My Activities Calendar View on your Springboard Adding Landing Page Continue Reading