WorkBook

Move Emails about Debtors or Creditors

The Emails tab displays email communications that you have had with the debtor or creditor you select on the List tab. You can move emails to another job, task, resource, or pipeline, or to another creditor or debtor.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To use Creditor List in the Creditors submodule, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To move an email about a selected debtor or creditor:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to move debtor or creditor emails.
  3. Take one of the following actions in the left pane of the Finance & Administration page:
    • Select Debtors > Debtor List.
    • Select Creditors > Creditor List.
  4. On the List tab, select the debtor or creditor that is connected with the email that you want to move.
  5. On the Emails tab , select the email that you want to move and click Move Email on the grid toolbar.
  6. In the Move Mail dialog box, specify whether you want to move the email to another job, task, resource, or pipeline, or to another creditor or debtor.
  7. Use the drop-down list to identify the client, job, or resource type and enter at least two characters in the Search field.
  8. Click OK to move the selected email.