There are multiple views available on the Organisations Landing Page to help you find the relevant records quicker
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Mailing Lists
- Mailshots
- Marketing Campaigns
- Products
- Upload Library
- Templates
-
Workbooks 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?
- Using HubSpot with Workbooks
- Event Management
- GatorMail Integration
- Opportunities
- Creditsafe Integration
- People & Organisations
- Electronic Signing Tools
- Reporting
- Dashboards
- Compliance Record
- Data Enrichment
- Transaction Documents
- Mapping
-
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
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Customers & Suppliers
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
On Organisations you can track all interactions you have had with that Organisation, plus any interactions you have had with its employees.
It is a common requirement to be able to segment your data to identify who your customers or suppliers are