- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks Mobile Client
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- 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?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Compliance Records
- Setting up the Integration
- Sending Mailshots using GatorMail
- GatorMail - Dynamic Content
- GatorMail Domain Setup
- GatorMail Field Mappings
- Managing your GatorMail Account
- Setting up GatorMail Workflows
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe 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
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Add-in
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using PCA Predict
- Data Enrichment
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
How to Record Third Party Relationships
Party Relationships are created via the People or Organisation tabs on a Party record. These relationships are constrained by the type of the Party record and the tab from which you are creating the relationship, which identifies the type of the target record. Only relationships valid between the source and target record types are shown.
The example below demonstrates the creation of a Party Relationship between two People records where Jamie Russell is the supervisor of Bill Jones.
Open a Person record, and then select the People tab along the top of a record. From here, you will see a button called "Add 3rd Party Relationship":
The dialogue box that appears on the screen allows you specify details about the Relationship. By default, you can specify the following information:
- The first picklist (top left-hand column) will show all of the Relationships from the Party Relationships Customisation screen that have been marked as a "3rd Party" and are valid between two people.
- The second picklist (top right-hand column) will show a list of People that you can relate your record to. The list is dependent on how you have configured the relationship and is controlled by the "Party Type" picklist on the Relationship Configuration screen.
- Relationship status - Defines whether the relationship is Open, Closed, Awaiting Review or Suspended.
- Valid From - Date field to hold when this relationship started or is due to start.
- Valid Until - Date field to hold when this relationship finished or is due to finish.
- Comments - A simple Rich Text Field to collect any relevant notes.
You can create custom fields to capture additional information about the Relationship via Start > Configuration > Customisation > Record Types > Party Relationships > Fields.
Above: In this example, Jamie Russell is the supervisor of Bill Jones. We've specified the relationship is "Open" to signify the current relationship between two People.
Click "Add" when you are happy, remembering that you can update this data later on if circumstances change. Once you have added the relationship, you will be returned to the People tab where you can see an overview of that person's related People. To open the Relationship, right click in the 'Relationship' column to open the context menu and select "Open relationship between xxx and xxx".
- Summary - This contains an overview of what has happened with the relationship over time including audit so you can track changes.
- Notes - Additional information about the relationship that you may not necessarily want to show on the front of the record.
- Activities - Allows you to create Activity records where reminders can be set to follow up on Relationships and ensure that your data is kept up-to-date.
- Emails - Communications between the related people are stored here.
- Related Items - You can relate other record types here that might be useful for ease of access.
The behaviour described in this section also applies to creating Relationships from the Organisations tab as well.
Deleting Third Party Relationships
You need to open the Relationship to delete it. As above, right click in the Relationship column to open the context menu and select "Open relationship between xxx and xxx", then click "Delete"
NOTE: Sometimes you may see that a Person appears twice on the People tab of an Organisation, for example; this does not necessarily mean that there is a duplicate Person, but instead that there is a duplicate relationship. Open both relationships to compare them before deleting one.