Want your CRM accessible from anywhere in the world? The Workbooks Mobile App gives you control over all your data, anywhere, anytime. Create, access and update leads, people, organisations, activities, notes and cases; or view opportunities, notes and dashboards. Want to email or call your contacts within Workbooks CRM? No problem, click to call and email functionality comes as standard.
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Activity description now copies into the follow-on activityMap Panel for an organisationAbility to Watch/Unwatch records in a listAuto-mapping a DLI to a linked item retains the linkRenaming records and fields is now supportedDefault database selected when logging inPressing Back icon now goes to search resutlsCreating a meeting that happened today is supportedEmail tab shows correct emailsPrimary contact can be set for meetings