People & Organizations

At the heart of Workbooks are the People and Organization records. They give you a complete view of your business contacts, helping you keep track of the relationships and interactions you and your colleagues have with the people and companies you work with. You’ll be able to see key information in one place, making it easier to manage customer relationships and stay up to date on every conversation.

Workbooks uses Relationships to show how People and Organizations are connected. For example, you can link a Person to an Organization as an employee. Once these relationships are in place, it’s easy to see how your contacts fit together and manage them from a single record.

Using a Person record for instance, you can:

• Store contact information
• Track activities and view a full history of interactions
• Add notes and attach files
• View cases raised by that person
• Record their relationship with your organization
• See how they’re connected to other people and organizations in your database
• Access key information at a glance from the Summary tab