Placeholder

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Displaying & Adding Organisations

Clicking on Start > Organisations displays the Organisations Landing Page.

By default, the Organisations Landing Page gives you a choice of views, including:

  • My Organisations - a subset of the All Organisations view showing a list of those Organisation records that either assigned to you or that you are watching.
  • All Organisations -  all the Organisation records on your database.
  • Customers - all the Organisations on your database that have been classified as customers of your Own Organisation.
  • Prospects - all the Organisations on your database that have been classified as prospects of your Own Organisation.
  • Suppliers - all the Organisations on your database that have been classified as suppliers to your Own Organisation.
  • Partners - all the Organisations on your database that have been classified as partners of your Own Organisation.
  • Competitors - all the Organisations on your database that have been classified as competitors of your Own Organisation.

You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views.  For more information on customising views click here.

Adding Organisations

You can add new Organisation records individually or import them in bulk.   Workbooks can import data from CSV (comma separated value) format files, which is a very common file format when transferring data.  

Tip

Always search the database before adding new records to avoid duplications.

To create an individual Organisation record, either:

  • Click Start > Organisations > New Organisationor:
  • Click Start > New > Organisation.

Either option will bring up the new Organisation data form for completion.

Complete the form and when you've finished click Save & Close.  This record now forms part of your database and will appear in the My Organisations and/or All Organisations view (depending on whether or not you have chosen to Watch the record).

Related content

Customers

Tip
To designate an Organisation as a customer or supplier you must have been granted the right Capability by your System Administrator. (Relate own organisation CRM customer / CRM su ...

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 c ...