Roadmap Candidate

Custom Form Layouts is now available and is located in the Configuration > Customisation screen.

Documentation is located here:
http://www.workbooks.com/help/form_layouts

There are lots of changes in the Autumn Release, and release notes are located in Start > Bulletins.

Please also take a moment to reallocate your votes to any of the existing ideas, or log a new one. Thank you.

Sage Integration is now available:

SageLink enables users of Workbooks to sychronise orders, credit notes, new accounts and invoice information from Workbooks directly with Sage Line 50 & Sage Line 200, via the Workbooks API.

SageLink has been developed by Eiger Group, a leading supplier of accounting, CRM and e-business solutions and specialists in Sage integration. The SageLink product can be purchased directly from Eiger Group. http://www.eigergroup.co.uk/crm/wb.html

Apologies for the delay in updating this idea. This feature was released earlier this month. MailChimp integration is currently being developed and due later this year.

Documentation here:
http://www.workbooks.com/help/mailshots

Roadmap Candidate

This will be available in the Spring Release scheduled for Fri 26th March

We’re pleased to announce the release of Contract Management in the latest Workbooks upgrade. The release notes can be found here: http://www.workbooks.com/community/blog/winter_release
Documentation is located here:
http://www.workbooks.com/help/contracts