- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Mailing Lists
- Marketing Campaigns
- Upload Library
- Workbooks Web Insights
- GatorMail Integration
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Displaying & Adding People
By default, the People Landing Page gives you a choice of views:
- My People - a subset of the All People view showing a list of those People records that are either assigned to you or that you are watching.
- All People - all the People records on your database.
- Employees - all the People on your database that have been classified as employees of your Own Organisation.
Always search the database before adding new records to avoid duplications.
To create an individual Person record, either:
- Click Start > People > New Person; or:
- Click Start > New > Person.
Either option will bring up the new Person data form for completion. When completing the form, remember the following:
- The Name field is for the Person's full name. Workbooks then auto-populates the First Name and Last Name fields based on this information, as well as the Salutation field.
- The Assign to field will default to show --- Me --- (ie, you!) but if appropriate, you can reassign it to another Workbooks user using the dropdown picklist.
If you want to link the Person to an Organisation as an employee, there must be a record for that Organisation on your database. You can populate the Employer field by:
- Starting to type its name in the Employer field, which will generate a list of possible Organisations to choose from.
- Clicking on the binoculars to open a Search window. If you find the right Organisation you can click on it, which will populate the Employer field. If the Organisation doesn't exist you can click on New Organisation in the top left-hand corner of the Search dialogue window, which opens a new blank Organisation record for you to complete. When you click Save & Close, the Organisation name will appear in the Employer field.
Alternatively it is possible to create the Person from the relevant Organisation by opening the 'People' tab and clicking New Employee; this will automatically populate the 'Employer' field on the Person record with the name of the Organisation that you created it from, and copy across the Employer's contact details into the contact details on the Person record.
If you want to use the same address details for the Person that are in the database for the employer Organisation, simply click Copy details from employer. This will populate the Street Address, Town or City, County/State, Postcode/Zipcode, Country, Telephone and Fax numbers with the data from the equivalent fields on the Organisation record.
When you've completed the form click Save & Close. This record now forms part of your database and will appear in the My People and/or All People view (depending on whether or not you have chosen to Watch the record).