Our latest video is on building and extracting contact lists in WorkBooks’ CRM module Whilst companies are currently communicating critical business changes with their clients, we are frequently being asked how to search, filter and export contact information. Deltek WorkBooks‘ resource list functionality is part of the CRM module. It allows you to filter and …
With many agencies planning to make the move from Deltek TrafficLIVE to Deltek WorkBook in 2020, it is important to review what to expect from the move. This eBook series gives you a practical and detailed view of the key differences between the two systems. Understanding these differences will ensure that you can plan a …
New eBook Series: Moving from TrafficLIVE to WorkBook Read More »
Workbook’s collaboration feature, allows you to notify your team on job progress, add comments and upload files. We’ve created a video to show how it works. There’s a lot we like about Workbook, but one of the features we really love is their collaboration feature. Like the apps Slack and Yammer, Workbook allows you collaborate with …
Introducing our sneak peek video series, to help agencies discover emerging tools, that help run agency business more effectively. For our first sneak peek video, we take a look at WorkBook version 9. WorkBook is a cloud based ERP system specifically designed for agencies. It’s been around for a number of years, but version 9 …
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Helen Johnson
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Christian Arpe-Hansen
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