- Welcome to the Knowledge Base
- Introduction
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Marketing
- Introduction to Marketing
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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
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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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
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- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
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Event & Webinar Integration Tools
- GoToWebinar
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Configuration
- Introduction to System Administration
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- Contact Support
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Customers & Suppliers
Customers
Tip
To designate an Organisation as a customer or supplier you must have been granted the right Capability by your System Administrator. (Relate own organisation CRM customer / CRM supplier respectively).
Once you've set up an Organisation as a Customer (via the Agreements checkboxes) you'll be able to view it and others in the Customers view on the Organisations Landing Page.
Transaction Documents are linked to the Customer Organisation, so remember to set up an Organisation as a Customer before you try to create Transaction documents for that record.
The Transaction documents are Quotations, Customer Orders, Invoices and Credit Notes.
Suppliers
Like Customers, Suppliers are configured in Workbooks by the Agreements checkboxes in an Organisation record. Once you've done this, you'll be able to view it and others in the Suppliers view on the Organisations Landing Page.
Transaction documents are linked to the Supplier Organisation, so remember to set up an Organisation as a Supplier before you try to create a Supplier Order for that Organisation.
Related content
It is a common requirement to be able to segment your data to identify who your customers or suppliers are