Open Customer Cards of Job Custom Codes

Use Job Custom Codes Setting in the Follow-Up submodule in the Tasks module to open the customer cards of job custom codes.

To use Job Custom Codes Setting, you must have access to Tasks as defined in User Access Rights under Settings.

To open the customer card of a job custom code:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Job Custom Codes Setting.
3. Highlight the job custom code whose customer card you want to open.
4. Double-click on the corresponding Customer field.
   WorkBook opens the customer card.
5. Click Close .