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:

• 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.