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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 ...
Displaying & Adding Organisations
... Displaying & Adding Organisations Clicking on Start > Organisations displays the Organisations Landing Page . ...
Customers & Suppliers
... Customers & Suppliers Customers Once you’ve set up an Organisation as a Customer (via the Agreements checkboxes) you’ll be abl ...
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 ...
Updating organisation names
Can I change an Organisation name? Simply open the Organisation Simply open the Organisation record and change the name. This will update the employer name for all the employees as well as updating the relationships between this Organi ...