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
- 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
Editions & Licensing
What is the difference between CRM and Business licences, and what are the available extensions?
Tip
Remember, the licence you’ve been allocated will affect the functionality available to you.
Workbooks CRM enables you to:
- Track all of the People and Organisations you do business with, and record all the contact you have with them.
- Set up and run Marketing Campaigns.
- Capture Leads and move them through your sales process to Quotation stage.
- Record support tickets (Cases) and track through to resolution.
The Business edition extends this functionality allowing you to:
- Record all details of your interactions from prospect to cash, including raising Invoices, Customer Orders, Credit Notes and Supplier Orders.
The Events edition includes all of the functionality of a Business licence, plus includes everything you need to manage Events, including registring, tickets, and attendance.
No matter which edition you use, you can create customised Reports, Charts and Dashboards, to give you up-to-date information about all aspects of your business.
Click here to find out more about the different editions and work out which one is right for you.
Extensions are available to enhance your usage of Workbooks:
- Workbooks Exchange Server Sync (WESS) which allows you to synchronise Outlook contacts, tasks and meetings with Workbooks and to share emails stored in Outlook with Workbooks.
- Audit, which enables tracking of every change made in Workbooks, allowing for more detailed reporting.
- Multiple Currencies, which enables you to record Opportunities, Orders, Invoices and other transaction documents in different currencies and convert them all to your Home Currency for reporting purposes.
- Multiple Own Organisations, so you can set up more than one entity to reflect how your run your business.
- Multiple Language, to support displaying Workbooks in different languages. See which languages are supported here.
- Advanced Security, which allows you to set up complex sharing rules that are automatically applied to new records as they’re created.
- Custom Records, to support the configuration of your own bespoke workflows and business systems.
- Contract Management, which allows you to track Contracts and Cases for your Customers.
- Mapping, allowing you to see where your contacts are on a map.
Your System Administrator can control which users have access to which licences and extensions as long as the total numbers allocated remain within your contractual entitlement.
If you can see information in the Knowledge Base about Workbooks features that you don’t have, you might need to upgrade your licence.