Placeholder

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Introduction to People & Organisations

At the core of Workbooks' functionality are its contact management tools.  The functionality within the People and Organisation records allows for a holistic view of your business contacts, enabling you to view and keep track of all the interactions you (and your colleagues) have with other People and Organisations.

Workbooks uses a concept of Relationships to allow you to describe the relationships People and Organisations have with other People and Organisations within Workbooks. For example, a common relationship is to make a Person an employee of an Organisation.  Using a Person record, for instance, you can:

Tip

You can download a person record or a meeting into email clients by clicking on the Download button - this saves a vCard or iCal, respectively, to be put into Outlook or other email clients.

  • Record contact data for them.
  • Create Activities to manage your contact with them, and view all historic activities.
  • Record Notes and attach files.
  • Record all Cases raised by the Person.
  • Document the relationship they have with you and your Organisation.
  • Document the relationships they have with other People and Organisations in your database.
  • View information pertaining to that record under the Summary tab.

Related content

Organisations

On Organisations you can track all interactions you have had with that Organisation, plus any interactions you have had with its employees.

People Categories

I've imported data into Workbooks but I used the people:categories field to import tags from capsulecrm. I can't seem to find categories displayed in the people record so i'm unable to edit them. If I ...