Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- 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
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- 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
- Sagelink
- Configuration
- Workbooks Support: Your Go-To Guide
- Releases & Roadmap
Customisation
Last updated : 2nd December 2025
To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can:
- Change the names of record types, Picklist values and fields
- Add Custom Fields to any record type
- Create customised Page Layouts and determine different layouts for different Users
- Create templates for all record types, which allows you to create new records quickly that contain fields which are pre-populated with data
- Replicate custom data on one record by creating the same Custom Field on each record type (eg, a Sales Lead and Person record or an Invoice and a Contract)
- Create new, customised Picklists
- Modify existing Picklists
- Control the visibility of records by attributing their value to an associated Open or Closed state
- Customise Workbooks standard Opportunity Stages to support your sales process
- Create different Form layouts, depending on values in specified fields or on which Users need to see them
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