Getting started in WorkXpress is easy. Fundamentally, you only need to understand one thing; that all applications are composed of five building blocks, combined together to make applications:
Items - The people, places and things you want to track.
example: Company and Contacts
Fields - The data you want to store about your Items.
example: Name, address, phone number, status
Relationships - The things that connect your Items together.
example: connect a Contact to a Company as an employee or as an assigned salesperson
Layouts - Arrange Fields to form your users interface.
example: show account fields in a grid called "account information". Show a list of contacts who are employees.
Actions - Things you want the computer to do automatically.
example: send an email to a sales supervisor whenever the status of an account changes.