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Customer Forum

Working groups feature

Leanne Posted: 2023-05-24 09:17

Hi there,

We host regular working groups and was wondering whether there is a function to create a working group profile, link attendees and meeting notes to the profile?

Thanks

Ben (Workbooks Online) Posted: Wed, 24.05.2023 - 14:22

Hi Leanne,

Thanks for reaching out.

I'm not 100% sure what you're referring to by 'Working Group Profile', but it sounds similar to an Event?

If this is the case, you might find it beneficial to read about our Events module: https://www.workbooks.com/help/event-records

You can speak with your Account manager further if your interested in purchasing Events for Workbooks.

If you have any more specific queries relating to your database data, please reach out to us via your Authorised Support Contact on support@workbooks.com.

Kind Regards,

Ben Sarney

Customer Support Analyst