Linked Fields & Reference Fields Last updated : 2nd January 2013 How to use Fields to make information stored on one record appear on another, such as the Postcode from an Organisation record to appear on an Opportunity record. Continue Reading
Record Templates Last updated : 14th June 2012 How to use Record Templates to pre-fill a form with a default value when a new record is created. Continue Reading
Form Layouts Last updated : 25th October 2011 An introduction to customising Form Layouts so you can change the appearance of Workbooks records to only show information relevant to your business. Continue Reading
Report-based Custom Fields Last updated : 8th December 2015 Examples of how you can use Workbooks to incorporate reports into your custom fields, such as by using a Report as a Frame, on a Tab, or as a Cell. Continue Reading
Opportunity Stages Last updated : 8th March 2025 How to use Opportunity Stages to reflect the stages in your sales cycle and why you should assign probability percentages to them. Continue Reading
Creating Custom Fields Last updated : 3rd December 2010 How to create Custom Fields and the differences between each of the types available. Continue Reading
