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Customer Forum

Additional Relationship Option

External Posted: 2012-07-10 11:50

We're a small charity using the free workbooks.

I'd like to add the option of a relationship between an individual and an organisation of "trustee" but I can't find where to edit it in the picklists.

Can you help? Thanks!

Workbooks Support Posted: Tue, 10.07.2012 - 12:14

Hello

Unfortunately the list of relationships you have available in the free edition is fixed; we are able to extend this list however it would require us to do some work on your behalf which is chargeable and hence if this is important to you we'd need to move you from the free edition. 

Sorry it's not possible to do this in the free edition already.

James.

 

External Posted: Wed, 11.07.2012 - 12:15

Thanks for letting me know. Unfortunately, we're too small to really justify the £38 per month when there are just 2 users. Maybe when we grow a bit more!

But in the meantime perhaps someone could edit the 'features' table comparing the products that has a tick against "Custom Fields & Pick Lists" for the free version?

Thanks again.

Workbooks Support Posted: Wed, 11.07.2012 - 12:26

Hello - note that you can create the vast majority of 'custom' things (fields, picklists etc). Relationships are a bit special though unfortunately.