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Knowledge Base

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Knowledgebase articles

Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
- Support Processes
Training
- Training Videos
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
  - Installation
  - Using the Case Portal
    - Case Updates – Public & Private Activities
    - Inviting a Person to the Case Portal
Email
- Introduction to Email
- Working With Emails
  - Snippets
- Email Signatures
- Sending Bulk Email
- 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)
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
  - Creating Mailing Lists
- Products
- Mailshots
  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Event Management
- Compliance Records
- Force24
- Spotler Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
- Kanban View for Opportunities
Projects
- Creating a new Project
- Budget
- Managing a Project
- Project Finances
- Resource Scheduler
Integrations
- Mapping
- Electronic Signing Tools
  - Docusign Integration
  - Adobe Sign Integration
- Creditsafe Integration
- Zapier
- Email Integrations
  - Email Dropbox
    - Setting up your Dropbox
    - Using your Dropbox
  - Workbooks Exchange Server Sync
- Event & Webinar Integration Tools
  - GoToWebinar
  - ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- RingCentral
Auditing
Comments
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- 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
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Springboard
- Adding a Dashboard as a Record Tab
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email Integrations
- Customisation
- Automation
Contact Support
- Contacting Workbooks Support
Releases & Roadmap
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Email Settings

Using Workbooks Server to send Emails

Last updated : 18th February 2025

An overview of settings recommended to avoid your email being blocked as spam.

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Setting up your Email Server

Last updated : 18th February 2025

How to set up your Email Server to work from within Workbooks.

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