Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
- Projects
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Company Details
Last updated : 8th June 2020
Configure settings within the Case Portal
These settings are used throughout the portal to personalise on screen help texts and the like with your company name, branding and website links.
NOTE: Initially all settings are blank and must be configured to use the Case Portal. Once the settings have been configured, click Update Settings on each page to save. This page can be revisited at any time to change the settings.
- Company Name: The name of your company as you want it to appear to Portal users in help texts. A list of Own Organisations configured in this database are available here.
- Support Website/Knowledge Base URL: Enter the URL for the ‘Help’ or ‘Knowledge Base’ part of your website in this parameter. The URL is displayed at the top of the “Raise New Case” popup to encourage users to check your support area of your website before raising a Case
- Company Logo URL: Enter the URL of the logo to be displayed in the top left of the Portal, normally your Company logo. To get the URL, first upload the image to your Upload Library in Workbooks (Marketing > Upload Library) if it is not already stored there. When saved, an ‘External URL’ is provided – copy the value into this parameter.
- Navigation Bar URL: Enter the URL of a website to navigate to when the company logo configured above is clicked. Typically, this might be your business’ homepage.
- Company Logo – Height in Pixels: The height in pixels of the company logo shown within the Case Portal navigation bar. If not set, the default value is 32px. NOTE: Enter pixel number value only e.g. 32, px is added automatically.
- Company Logo – Width in Pixels: The width in pixels of the company logo shown within the Case Portal navigation bar. If not set, the default value is 120px. NOTE: Enter pixel number value only e.g. 32, px is added automatically.
- Show Cookie Bar in Case Portal: Show a banner in the footer of the Case Portal indicating the use of cookies. If you are embedding the Case Portal into an iFrame, then you may wish to consider switching this functionality off as your company website will most likely already deal with cookie disclaimers outside of the iFrame.
- Privacy Policy URL: On the login page, a notification will pop up informing users that “This Portal uses cookies to ensure you get the best possible experience when using this service. See our Privacy Policy”. Set this parameter to the URL where you company privacy policy is hosted, which is where the users will be redirected to if they click on ‘Privacy Policy’.