Using an Organisation record you c ...
At the core of Workbooks functionality are it's contact management tools. The functionality within the People and Organisation records allows for a holistic view of your business contacts, enabling you to view and keep track of all the interactions you (and your colleagues) have with other People and Organisations.
Workbooks uses a concept of Relationships to allow you to describe the relationships People and Organisations 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, for instance, you can:
You can download a person record or a meeting into email clients by clicking on the Download button - this saves a vCard or iCal, respectively, to be put into Outlook or other email clients.