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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 ...
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 ...
Displaying & Adding Organisations
... Displaying & Adding Organisations Clicking on Start > Organisations displays the Organisations Landing Page . ...
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 ...
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 ...