WorkBook

Remove and Replace Business Types

Use Business in the Clients & Resources submodule in the Settings module to remove and replace business types.

To use Business in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights access under Settings.

To remove and replace a business type:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the business type that you want to remove and replace.
  3. In the left pane of the Settings page, click Clients & Resources > Business.
  4. Highlight the business type that you want to remove, and on the grid toolbar, click Remove and Replace Business Type .
  5. In the Remove Business Type dialog box, use the drop-down list to select the replacement value for the business type that you want to remove and click OK.