Knowledge Base

How to use the de-duplication/merge wizard to merge People or Organisations.

How to use Loqate (formerly PCA Predict) including what you will see on records when adding/amended addresses.

An introduction summarising why you may want to create relationships and what types of records the relationships can be between.

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

A Person record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other People. On these records, you can store information such as Job Title,

An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other Organisations. Using an Organisation record you can: Record information, such as Organisation name, website,