- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
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, Employer, Telephone etc., and the Workbooks user to whom the person record is assigned.
You can add new People 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.
Workbooks uses a concept of Relationships to allow you to describe the relationships People 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 you can:
Activate Watch to add a Person record to the My People view on a People Landing Page, so you can easily view your most important records.
- Record contact data for them, including additional contact information on the Contact Details tab.
- Create Activities to manage your contact with them.
- Record Notes and attach files.
- Record that the Person has chosen to opt-out of being contacted by phone/post/email.
- Document the relationship they have with you and your Organisation.
- Document the relationships they have with other People and Organisations in your database.
- Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Person.