Customising Workbooks CRM: Unlock the Power of Custom Records - Event 21/8

Custom records in Workbooks CRM allow you to create entirely new types of data objects tailored to your specific business needs. While most CRM systems come with standard objects like Contacts, Organizations, and Opportunities, your business might require something more specialized.

For example:

• A property management company might need a 'Property' record type
• An educational institution could benefit from a 'Course' or 'Student' record type
• A manufacturing business might want to track 'Equipment' or 'Production Runs'

So join us on our next Workbooks CRM online event where we explore Custom Records and how they can be used in Workbooks.  We'll go through some examples as well.  The event is on Wednesday 21st August at 2pm UK time.  Please register here to save your spot.  This event is aimed at Workbooks CRM users or anyone interested in using Workbooks as a new CRM system.

Benefits of Using Custom Records

1. Tailored to Your Business: Custom records ensure your CRM speaks your business language, making it more intuitive for your team.
2. Improved Data Organization: Keep all relevant information in one place, reducing data silos and improving accessibility.
3. Enhanced Reporting: Create reports and dashboards based on your custom data, providing deeper insights into your unique business processes.
4. Streamlined Workflows: Automate processes around your custom records, increasing efficiency and consistency.
5. Scalability: As your business grows and evolves, you can easily add or modify custom records to meet new requirements.

How to Create Custom Records in Workbooks CRM

1. Navigate to the Configuration area in Workbooks
2. Select 'Record Types' under the 'Database' section
3. Click 'New' to create a new record type
4. Define the fields, layout, and relationships for your new record type
5. Set up permissions to control who can view and edit the new records
6. Create views and reports to leverage your new data

Best Practices for Custom Records

• Plan Ahead: Before creating custom records, map out your business processes and data needs.
• Keep It Simple: Start with the essential fields and add more as needed.
• Use Relationships: Link your custom records to standard objects for a holistic view of your data.
• Train Your Team: Ensure your staff understands how to use and benefit from the new record types.
• Regular Review: Periodically assess your custom records to ensure they still meet your business needs.

Conclusion

Custom records in Workbooks CRM offer a powerful way to tailor your CRM to your exact business requirements. By leveraging this feature, you can create a truly bespoke system that grows with your business, improves data management, and drives efficiency across your organization.

Ready to unlock the full potential of your CRM? Start exploring custom records in Workbooks CRM today!