Open Resource Cards of Project Managers of Sales Invoices Ready to be Printed or Emailed

Use Sales Invoices Ready to be Printed or Emailed in the Follow-Up submodule to open the resource cards of the Project Managers of sales invoices that are ready to be printed or emailed.

To use Sales Invoices Ready to be Printed or Emailed, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the Project Manager of a sales invoice that is ready to be printed or emailed:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Sales Invoices Ready to be Printed or Emailed.
3. Highlight the sales invoice that is ready to be printed or emailed of the Project Manager whose resource card you want to open.
4. Double-click on the corresponding PM field.
   WorkBook opens the Project Manager's resource card.
5. Click Close .