Open Client Cards of Revenue Forecast Items

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the client cards of revenue forecast items.

To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings.

To open the client card of a revenue forecast item:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the forecast item whose client card you want to open.
4. Highlight the revenue forecast item whose client card you want to open.
5. Double-click on the corresponding Client field.
   WorkBook opens the client card.
6. Click Close .