Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Related content

People and Organisation records are at the core of your CRM system. From these records you can see all interactions that you have had with your Contacts.

It is possible to create new People from the People Landing Page, or from the Person tab of an Organisation so that it automatically populates the Employer.

It is possible to download selected People records into your Outlook without using the Workbooks Outlook Connector