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
- 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
- Auditing
- 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
Desktop Preferences
Settings available
The below settings are available within Start > Configuration > Customisation > Desktop Preferences.
Theme
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 user. A System Administrator needs to enable themes to be selected by Users by checking Users can choose their Look & Feel – more info on this can be found here.
Taskbar position
This option is only available when the Modern Theme is selected. In the Modern Theme, you can select whether to have the taskbar along the bottom (like Classic), across the top or to the left.
Collapse buttons
Be default in Modern, we’ll group all open windows of the same type together, and then include a count of the total in the taskbar. You can uncheck this box to show each window separately across the taskbar instead (like Classic). This option is also only available in the Modern theme.
Shortcut layout
You can select whether to have your Desktop shortcuts ordered across the top, left to right (Horizontal) or top to bottom (Vertical).
Display a custom wallpaper
Checking this box opens a new Section which allows you to choose an image file to be set as a background. Unchecking this box allows you to choose from a number of Wallpapers that come within Workbooks. You can specify a wallpaper for all users here, or you can allow Users to choose their own wallpaper by selecting that box – more info on this can be found here.
Wallpaper style
By default your wallpaper image will be stretched across the background, but you can change this to tile it, include it in a specific corner or use the original size and place it in the centre of the desktop.
Desktop text
This will change the text that appears below the desktop icons. The ‘Light’ option makes the text white, and typically works best if you have darker backgrounds. If you have chosen a lighter background, you may prefer the ‘Dark’ option, which makes the text black and is best suited for lighter backgrounds.
Display a company logo
You can upload your own company logo within this section – it will appear in the same resolution that you upload it, so you should upload it in the size that you prefer, and it usually looks better if you have a transparent background.