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
System Requirements
The system requirements and compatibility specification for the latest version of the Workbooks Outlook Connector.
Please find below the system requirements and compatibility specification for the latest version of the Workbooks Outlook Connector.
While software versions that are end of mainstream support are not listed they may well continue with work with this version of the Workbooks Outlook Connector. We do recommend you maintain supported versions of software to ensure reliability across your solution. If you are using older versions of software and experience issues we will endeavour to support you however the ageing technologies may limit our ability to do so.
We recommend always installing the most recent version of the Outlook Connector.
Hardware Requirements
We recommend your computer has at least a 1.8GHz CPU, 1024×768 screen, with 2GB of main memory and 1GB of free hard disk space
Software Requirements
MS Exchange Server Versions
| MS Exchange Server 2016 | Supported |
| MS Exchange Online (Office 365) | Supported |
Operating Systems
| MS Windows 10 | Supported |
| Apple Mac OS X | Not supported (see below) |
Outlook Versions
| MS Outlook 2016 | Supported |
| MS Outlook 2019 | Supported |
MS Office Versions
| MS Office 2016 | Supported |
| MS Office 2019 | Supported |
IMAP / Cached Exchange Mode
The Workbooks Outlook Connector is compatible with PST (POP3) and Cached Exchange (OST), but not with IMAP or Non-Cached Exchange. You should aim to use Cached Exchange mode since with PST you will not have the ability to share emails.
The MS Exchange Server account must be configured in Cached Exchange Mode only. Where MS Exchange Server is not used, a local (on client PC) Outlook .PST file is used for the Workbooks CRM data storage.
Only a single Outlook profile should be used with the Workbooks Outlook Connector.
MS Business Contact Manager
When MS Business Contact Manager is used it changes the PST schema in ways that are incompatible with the Workbooks Outlook Connector.
We recommend it is disabled prior to the installation of the Outlook Connector.
Terminal Services
This is not supported and not recommended for general use. You should instead use the Workbooks Exchange Server Sync solution.
Mac OS X
The Workbooks Outlook Connector has been created for Windows versions of Outlook. You can run these within a “Virtual Machine” such as Parallels or VMWare Fusion, or alternatively, you could use the Dropbox or the Workbooks Exchange Server Sync service.
Automating Installation
You can use tools such as SCCM to automate the deployment of the Outlook Connector.