Add Custom Codes to Prospect/Client Contacts
Depending on your role in WorkBook, you can add multiple custom codes to prospect/client contacts. You can also delete custom codes that you no longer need.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To add custom codes to a prospect/client contact:
- Display the contact card. See Display the Contact Card.
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On the side toolbar of the contact card, click
Custom Codes
.
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On the top toolbar of the contact card, click
Add Custom Code Reference
.
- In the Add New Reference dialog box, enter the reference type and code value, then click OK.
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To delete a contact custom code, select it from the grid and click
Remove Custom Code Reference
on the top toolbar of the contact card.
Parent Topic: Contact Card