Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Welcome to Workbooks Support: Your Go-To Guide
- Workbooks Customer Hub
- Getting Started
- Preferences
- Cases
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Advanced Features
- Sending Emails in GatorMail
- GatorCreator
- 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?
- GatorSurvey
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Reporting FAQs
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Displaying & Adding Organizations
Clicking on Start > Organizations displays the Organizations Landing Page.
By default, the Organizations Landing Page gives you a choice of views, including:
- My Organizations – a subset of the All Organizations view showing a list of those Organization records that are either assigned to you or that you’re Watching.
- All Organizations – all the Organization records on your database.
- Customers – all the Organizations on your database that have been classified as customers of your Own Organization.
- Prospects – all the Organizations on your database that have been classified as prospects of your Own Organization.
- Suppliers – all the Organizations on your database that have been classified as suppliers to your Own Organization.
- Partners – all the Organizations on your database that have been classified as partners of your Own Organization.
- Competitors – all the Organizations on your database that have been classified as competitors of your Own Organization.
You can customize the appearance of this (and any other) Landing Page including grouping, filtering and saving views. For more information on customizing views click here.
Adding Organizations
You can add new Organization records individually or import them in bulk. Workbooks can import data from CSV (comma separated value) format files, which is a very common file format when transferring data.
Tip
Always search the database before adding new records to avoid duplications.
To create an individual Organization record, either:
- Click Start > Organizations > New Organization; or:
- Click Start > New > Organization.
Either option will bring up the new Organization data form for completion.
Complete the form and when you’ve finished click Save & Close. This record now forms part of your database and will appear in the My Organizations and/or All Organizations view (depending on whether or not you have chosen to Watch the record).