Suppliers, Competitors, Connections, and Related Resources Use the procedures in this section to can add suppliers, connections, competitors, and related resources, and to define their settings. Related Topics:Add a Supplier, Competitor, Connection, Technical Resource, or Related Resource Depending on your role in WorkBook, you can add suppliers, competitors, connections, technical resources, and related resources in Resources. For example, if your organization has been losing opportunities to a particular competitor, you may want to enter that competitor in WorkBook to track your losses. View or Update Information About Suppliers, Competitors, Connections, and Related Resources Depending on your role in WorkBook, you can update information about suppliers, competitors, connections, and related resources in Resources. View or Update General Supplier Settings Depending on your role in WorkBook, you can view or modify general supplier settings in Resources. Link a Creditor to a Supplier Depending on your role in WorkBook, you can link creditors to suppliers in Resources. You may want to do this if your client is a company with a subsidiary and it is the subsidiary that actually supplies the materials and services for the job. Unlink a Creditor From a Supplier Depending on your role in WorkBook, you can unlink creditors from suppliers in Resources. Create a New Creditor Using a Supplier Depending on your role in WorkBook, you can create new creditors using existing suppliers in Resources. Deactivate a Supplier From the Supplier Card Depending on your role in WorkBook, you can deactivate suppliers that you no longer need in Resources. Anonymize Inactive Suppliers Depending on your role in WorkBook you can anonymize inactive suppliers. Anonymizing a supplier is an irreversible process and deletes information associated with the supplier, such as resource and resource profile information, contacts, custom codes, interests, skills, and tags. This is useful if the supplier is located in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal data under the "right to erasure" or "right to be forgotten" provision. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresSuppliers, Competitors, Connections, and Related Resources
Suppliers, Competitors, Connections, and Related Resources Use the procedures in this section to can add suppliers, connections, competitors, and related resources, and to define their settings. Related Topics:Add a Supplier, Competitor, Connection, Technical Resource, or Related Resource Depending on your role in WorkBook, you can add suppliers, competitors, connections, technical resources, and related resources in Resources. For example, if your organization has been losing opportunities to a particular competitor, you may want to enter that competitor in WorkBook to track your losses. View or Update Information About Suppliers, Competitors, Connections, and Related Resources Depending on your role in WorkBook, you can update information about suppliers, competitors, connections, and related resources in Resources. View or Update General Supplier Settings Depending on your role in WorkBook, you can view or modify general supplier settings in Resources. Link a Creditor to a Supplier Depending on your role in WorkBook, you can link creditors to suppliers in Resources. You may want to do this if your client is a company with a subsidiary and it is the subsidiary that actually supplies the materials and services for the job. Unlink a Creditor From a Supplier Depending on your role in WorkBook, you can unlink creditors from suppliers in Resources. Create a New Creditor Using a Supplier Depending on your role in WorkBook, you can create new creditors using existing suppliers in Resources. Deactivate a Supplier From the Supplier Card Depending on your role in WorkBook, you can deactivate suppliers that you no longer need in Resources. Anonymize Inactive Suppliers Depending on your role in WorkBook you can anonymize inactive suppliers. Anonymizing a supplier is an irreversible process and deletes information associated with the supplier, such as resource and resource profile information, contacts, custom codes, interests, skills, and tags. This is useful if the supplier is located in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal data under the "right to erasure" or "right to be forgotten" provision. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresSuppliers, Competitors, Connections, and Related Resources