Introduction to People & Organisations

People and Organisation records are at the core of your CRM system. From these records you can see all interactions that you have had with your Contacts.

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.