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Direct Relationships
... How to record relationships with your Own Organisation Adding a Partner, Customer , Supplier or Prospect relationship Open the record for the O ...
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 ...
Removing Agreements
Is there a way to remove an agreement from an organisation record? Someone has added an agreement to make an Org a customer by mistake. This throws out the Customer views and potentially report. I appreciate I can filter these out, but I'm wondering if ...