Search for Business Types

Use Business in the Clients & Resources submodule in the Settings module to search for business types.

To use Business in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights access under Settings.

To search for a business type:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contain the business type for which you are looking.
3. In the left pane of the Settings page, click Clients & Resources > Business.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the business type.