- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- 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
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Introduction to Relationships
Tip
Click on the Add Relationship button in the People or Organisations tabs to explore the different relationships Workbooks can record for you.
Workbooks enables you to store information about your business contacts. Whilst it is possible to store these records independently of one another, it is much more likely that you will want to create relationships between them, so that you can build up a richer picture of the world in which you are operating and use the information you have about the inter-relationships of your contacts to help you operate more efficiently and knowledgeably.
Workbooks has been designed to allow you to track relationships between different records on your database quickly and easily. These relationships can be between:
- People (for example Manager of/Works for).
- Organisations (for example Supplier to/Customer, Parent of/Subsidiary of, etc).
- People and Organisations (for example Employee of/Employer of).
You can record multiple relationships to reflect real-life situations and can control whether the relationships you record are with your Own Organisation (a direct relationship) or are between other records on your database (third party relationships). In addition, you can also record Relationships with Transaction Documents.
If we take this Quotation for example, on the People tab click Add Relationship and you can select from all People currently associated with the Organisation, or add a New Person:
Picking a Person then clicking Set Relationships brings up a new window that allows you to choose from your existing relationships, and then Relate People creates the relationship:
Alternatively, clicking New Person brings up a blank Person record for you to fill out, and Save & Close creates the Person as well as the Relationship to the Quotation.
As well as on transaction documents, this same principles apply when adding new People to Organisations, Cases and Opportunities.
It might be helpful, for example, to record that a particular person on your database is an Influencer in an Opportunity, so that you can factor this into your sales strategy, and engage their support in winning the deal, or record that someone is the Technical Contact within a Customer Contract, so you know who to contact about technical aspects of that Contract.
There are a few relationship types already set up within Workbooks, but you can also create your own custom Party Relationships; see here for more information.