Depending on your role in WorkBook, you can display the contact card from the resource information card in
Resources.
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 display the contact card from the resource information card:
-
On the main toolbar, click
Resources
.
-
In the grid, select a resource.
You can use the
Resource Type Filter field next to the
Search in Grid field to display specific resource types in the grid.
-
On the grid toolbar, click
Horizontal Resource Information
or
Vertical Resource Information
to display the resource information card, if it is not already displayed.
-
On the side toolbar of the resource information card, click
Contacts
.
-
In the resource information card grid, click a contact's initials or picture to display the contact card.
Alternatively, you can click
Toggle Resource Card
on the top toolbar of the resource information card to display the contact card.