Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Introduction to Marketing
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- 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?
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- New Case to Google Drive folder
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- 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
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- Introduction to Reporting
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- 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
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- Sagelink
- Introduction to Transaction Documents
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- Creating & Modifying Picklists
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- Customising relationships between parties
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- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Enabling the Outlook Connector
Last updated : 9th May 2019
By default, the Outlook Connector Module will not be activated on your account after it is first purchased but it can be activated by a System Administrator through Start > Configuration > Users & Security > Licences & Modules > Modules. The module that needs selecting is called ‘Workbooks Outlook Connector’.
This will turn the Module on at the Database level; it will still need to be activated for each User that will be using the Outlook Connector. This can be achieved through Start > Configuration > Users & Security > Users. Select the User Record and scroll down to Allocated Extensions and ensure that Workbooks Outlook Connector is selected.
