Display Client Cards of Default Ticket Support Job Setup Records

Use Default Ticket Support Job Setup in the Ticket Setup submodule in the Settings module to display client cards of default ticket support job setup records.

To use Default Ticket Support Job Setup in the Ticket Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To display the client card of a default ticket support job setup record:

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 contains the default ticket support job setup record whose client card you want to display.
3. In the left pane of the Settings page, click Ticket Setup > Default Ticket Support Job Setup.
4. Highlight the default ticket support job setup record whose client card you want to display.
5. On the grid toolbar, click .
   Alternatively, double-click on the corresponding Client Name field.
6. On the Client Card, click the tabs to view and edit client information, settings, and optional fields; manage client contacts, projects, conversations, profiles, custom codes, email messages, documents, tasks, and jobs; and view external references.