Spend less time on mundane, repetitive tasks and more time on higher value activities with Workbooks:
- Make common and repetitive tasks easier and less error-prone for users
- Define processes and enable them to be run according to a schedule, when a record is updated, or when requested
- Provide a faster, more consistent service with a library of pre-built scripts and samples
- Deliver significant automation around how orders are processed by automatically entering multiple invoices from one order
- Streamline the delivery of orders to customers by automatically allocating all the project cases or activities from a new order