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Notes
... Notes Workbooks enables you to record Notes and attach files to a whole range of records, including: People ; Organisations ; ...
Introduction to People & Organisations
... Introduction to People & Organisations At the core of Workbooks functionality are its contact management tools. The functionality within the Peo ...
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 ...
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 ...
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 ...