Use the Project Posting submodule to open the customer cards of project postings.
To use the Project Posting submodule, you must have access to
Tasks as defined in the User Access Rights submodule under
Settings.
To open the customer card of a project posting:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
If you have more than one company in your system, use the drop-down list above the grid toolbar to select the company of the project posting whose customer card you want to open.
-
Highlight the
Sales invoices or
Job closures project posting type of the project posting whose customer card you want to open.
-
On the side toolbar of the bottom grid, click
or
, as applicable.
-
Highlight the project posting whose customer card you want to open.
-
Double-click on the corresponding
Customer field.
WorkBook opens the customer card.
-
Click
Close
.