Open Resource Card of Client Contacts of Jobs with Missing Dimension Values

Use Job with Missing Dimension Values in the Follow-Up submodule in the Tasks module to open the resource card of the client contacts of jobs that have missing dimension values.

To use Jobs with Missing Dimension Values, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the client contact of a job that has missing dimension values:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Jobs with Missing Dimension Values.
  3. Highlight the job that has missing dimension values of the client contact whose resource card you want to open.
  4. Double-click on the corresponding Client Contact field.
    WorkBook opens the client contact's resource card.
  5. Click Close .