Knowledge Base

The Export Database feature allows authorized users to download a complete offline copy of their Workbooks database in SQL format. This export contains all data you normally have permission to access in the UI, enabling

All records (also known as Objects) within Workbooks have a unique Object Reference which provides a consistent way to refer to records within your database.  Object References can be included in emails sent from within

What databases settings you can apply, and what each of them do, including how discount is applied to line items, how Sales Leads are converted, if the primary contact is displayed on meetings etc.