Identifying Records in Workbooks created in Outlook

You can easily identify records that have been created in Workbooks through utilisation of the Workbooks Outlook Connector. This can be done by applying a filter of “created via equals outlook” to the Email, Activities, and People Landing Pages. 

We have also have Report Templates available for each record type, allowing you to see a breakdown of how many Emails, Activities or People users have created each month. These Reports will allow you to determine whether the tool is being used or has been adopted fully by users or if there may be an error with the Outlook Connector that is preventing records from syncing.

These Template Reports are called:

• Template – Workbooks Outlook Connector – Emails created by the Outlook Connector.
• Template – Workbooks Outlook Connector – Activities created by the Outlook Connector
• Template – Workbooks Outlook Connector – People created by the Outlook Connector