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Home / Preferences

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Knowledgebase articles

Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
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Training
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Getting Started
- Supported browsers
- Introduction
- Desktop
  - Tips & Tricks on the Desktop
  - Welcome Messages & Bulletins
- Records
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- Workbooks on Mobiles and Tablets
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
  - Notifications & Reminders
Activities
- Introduction to Activities
- Kanban View
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Case Portal
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  - Using the Case Portal
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    - Inviting a Person to the Case Portal
Email
- Introduction to Email
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- Common Email Errors
- Mailing Lists
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
- Imports Troubleshooting
  - Import status
  - Why am I not able to filter by Import Type in All Imports view
- Quick Import (BETA)
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- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
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- Introduction to Marketing
- Marketing Campaigns
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  - Creating Mailing Lists
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  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
- Kanban View for Opportunities
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- Creating a new Project
- Budget
- Managing a Project
- Project Finances
- Resource Scheduler
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  - Docusign Integration
  - Adobe Sign Integration
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- RingCentral
Auditing
Comments
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- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
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  - Displaying & Adding People
  - Adding People to Outlook
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- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
  - Export/Import Report Definitions
- Advanced Reporting
- Report Snapshots
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- Adding Elements to Dashboards
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- Dashboard Views
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- Creating a Sales Dashboard
- Springboard
- Adding a Dashboard as a Record Tab
Transaction Documents
- Introduction to Transaction Documents
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- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Configuration
- Introduction to System Administration
  - Quick Start Wizard
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Contact Support
- Contacting Workbooks Support
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Preferences

Introduction to Preferences

Last updated : 7th November 2024

An Introduction to what settings Users can change themselves, such as their pinned windows, welcome messages etc.

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Setting your Preferences

Last updated : 7th November 2024

What options Users have available within their Preferences such as notification options, language settings and search settings.

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