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Notes
... Notes Workbooks enables you to record Notes and attach files to a whole range of records, including: People ; Organisations ; ...
Organisations
... Organisations An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with oth ...
Products
... Products Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional a ...
People
... People A Person record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other People ...
Introduction to People & Organisations
... Introduction to People & Organisations At the core of Workbooks functionality are its contact management tools. The functionality within the Peo ...
Searching for Organisations using Notes
Is it possible to search for Organisations using the title and content of Notes attached to them? I can do it using the Search button on the Start menu but this doesn't show the Organisation name. Hi Brian Apologies for our Hi Brian Apolog ...