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
- Force24
- 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
- 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
February 2018 Release
Release date: 10th February 2018
Modern UI on Phones
We’re making the Modern UI available on Phones as an open beta. This will mean that you can access an early release of it without having to sign up to participate. As always, we would love for you to take a look and we welcome any feedback you have.
This new UI on Phones will provide you with a feature rich version of Workbooks, and includes all of commonly used Desktop UI functionality that would be useful to access on a mobile device. This UI is already available on Tablets, and will remain as beta for now.
To access the new phone UI, you will simply need to visit https://secure.workbooks.com/login or www.workbooks.com/login and it will detect whether you are using a phone or tablet automatically. You can still access the previous mobile version via the Workbooks App, by going to https://secure.workbooks.com/mobile/ or using the link at the bottom of the login screen for the new UI.
You can find a list of supported devices in our Knowledge Base and further information about how the mobile and tablet versions differ from the desktop.
Further UI Changes
Thank you for the feedback you have been providing around the new UI. We’ve been reviewing this and have made the following changes.
Modern and Classic Themes
- The ‘Revert to ExtJS3’ button has been removed from the start menu. If you have been using this and we haven’t yet been in contact with you to discuss this then please let us know by emailing support@workbooks.com.
- We’ve removed the ExtJS6 label from the taskbar.
- The ‘About’ dialog has been redesigned for all devices so that it will fit on a phone by including the information on tabs.
Modern Theme Only
- You can now close individual windows from a collapsed window button by using the ‘x’ to the right of it. If only one window remains, you can access this menu by right clicking on the icon instead.
Other Changes
- Compliance record is now listed in the API reference – for Compliance beta customers only. If you are interested in joining the beta for this, then please email support@workbooks.com.