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Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- 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
- 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
- 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
- Preferences
- 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
- Automation
- Contact Support
- Releases & Roadmap
Introduction to Preferences
Last updated : 03/12/2010An Introduction to what settings Users can change themselves, such as their pinned windows, welcome messages etc.
It’s important to have control over how Workbooks operates for you, so we recommend that you take some time to set up your Preferences, to suit your way of working. Changing any of the settings only applies to your login, so users can set their Preferences independently of one another.
Within Preferences you can:
Tip
Take the time to set up your Preferences before you start using Workbooks. You can always modify the settings later.
- Upload a Profile Picture.
- Nominate a default Own Organisation or Default Transaction Currency.
- Choose how many rows of data to display on a page.
- Amend how the save button is displayed.
- Specify how many Recent Items to keep.
- Format the Desktop Interface to control how many windows you can have open at any one time.
- Automatically snap desktop windows.
- Control which system shortcuts show on desktop.
- Set up telephone integration with your VOIP software.
- Configure your Notifications and Reminders so that they default to working the way that you prefer.
- Choose a Default Language if you have the Multi Language extension.
- Set the appropriate Timezone for the geographic region in which you operate and the format of the date/time, e.g. DD/MM/YY.
- Switch the date format between British (24hr), American (12hr), International (24hr) or Custom.
- Control the visibility of Welcome Messages.
- Control the ‘Quick Search’ functionality.
- Choose to allow Workbooks to automatically populate the Country on a record with the Country of your Own Organisation.
- Change your Password.
- Create API keys to allow you to integrate Workbooks with external systems.
- Control your Pinned Windows.
- Control your Email connection.
- Set one or more Email Signatures, which can be applied to emails sent from within Workbooks.
- Configure Workbooks to store emails sent from an external email client by setting up your Dropbox.
- Check on your Workbooks Exchange Server Sync settings and synchronisations.
These Preferences can also be controlled by the System Admin in Configuration > Preferences