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A Person record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other People. On these records, you can store information such as Job Title, Employer, Telephone etc., and the Workbooks user to whom the person record is assigned.

You can add new People 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.

Workbooks uses a concept of Relationships to allow you to describe the relationships People have with other People and Organisations within Workbooks. For example, a common relationship is to make a Person an employee of an Organisation.  Using a Person record you can:


Activate Watch to add a Person record to the My People view on a People Landing Page, so you can easily view your most important records.

  • Record contact data for them, including additional contact information on the Contact Details tab.
  • Create Activities to manage your contact with them.
  • Record Notes and attach files.
  • Record that the Person has chosen to opt-out of being contacted by phone/post/email.
  • Document the relationship they have with you and your Organisation.
  • Document the relationships they have with other People and Organisations in your database.
  • Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Person.

Related content

People and Organisation records are at the core of your CRM system. From these records you can see all interactions that you have had with your Contacts.

It is possible to create new People from the People Landing Page, or from the Person tab of an Organisation so that it automatically populates the Employer.

It is possible to download selected People records into your Outlook without using the Workbooks Outlook Connector