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An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other Organisations.  

Using an Organisation record you can:

  • Record information, such as Organisation name, website, postal address and the number of employees.
  • Create and track future and historic Activities.
  • Create a person which would already be linked to that Organisation.
  • Record Notes and attach files against an Organisation.
  • Track the relationship between your Own Organisation and others such as your Customers, Partners, Prospects, Suppliers & Competitors.
  • Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Organisation.
  • Track the relationship an Organisation has with other Organisations on your database.
  • See Emails sent to or from employees of that Organisation.

Related content

How to use PCA Predict (formerly Postcode Lookup) including what you will see on records when adding/amended addresses.