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Creating relationships with Dynamic Linked Items (DLIs)
... Creating relationships with Dynamic Linked Items (DLIs) Prerequisite Knowledge: This page explains how to use a Custom Field with the D ...
Direct Relationships
... How to record relationships with your Own Organisation Adding a Partner, Customer , Supplier or Prospect relationship Open the record for the O ...
Opportunity Relationships
... Opportunity Relationships Understanding who all the stakeholders are in relation to an Opportunity can assist you in building a sales plan, which identi ...
Introduction to Workbooks
... Introduction to Workbooks Welcome to the Knowledge Base . In this area you'll find information on how best to use and configure the Workbooks ...
Third Party Relationships
... How to record third party relationships Third party relationships in Workbooks are those which are between People and/or Organisations on your databas ...
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 ...
Relationships
... Introduction to Relationships Workbooks enables you to store information about your business contacts. Whilst it's possible to store these records indep ...
Relationships
How do I add a competitor? You can record that an You can record that an Organisation on your database is in competition with your Organisation (or with any another Organisation on your database). In addition, you can record that one of your ...
Reporting on the Organisations related to Opportunities
We were recently asked whether or not it's possible to build a report that shows Organisations that have been related to Opportunities, which not only shows the Organisation's name but also their relationship to the Opportunity. The a ...
Marking customers as "suspended"
Workbooks allows you to create and edit Agreements you have between your Own Organisation(s) and your customers. This might be simply to change information about, say, their invoice address, or it might be to Suspend or Close off the Agreement they have ...
Duplicate records
I'm seeing duplicate people records. When I try to remove one record it removes both. The screenshot shows one I haven't touched yet. Thanks for providing a Thanks for providing a screenshot, which is always helpful. It shows ...