Knowledge Base

An overview of how to customise your login screen to show your own branding via your domain.

Workbooks comes pre-built with a number of different Record types, such as People, Organisations and Cases. However, it is also possible to create your own Custom Record Types. These Custom Records have the same functionality as standard Records

An overview into what the customisation of your record templates will allow you to achieve.

  This is the Theme that will be used. If set within Configuration, it will apply to all users logging into that Database. If set within Preferences, then it will only be applied for that

How to create or modify picklists and what each of the fields mean on those screens.