Display the Activity Card from the Resource Information Card

Depending on your role in WorkBook, you can display the activity card from the resource information card in Resources. Alternatively, you can display the activity card from the prospect card, pipeline card, My Activities, and All Activities in CRM.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To display the activity card from the resource information card:

1. On the main toolbar, click Resources .
2. In the Resource Type Filter field next to the Search in Grid field, select Prospect as your filter.
3. In the grid, select a prospect.
4. On the grid toolbar, click Horizontal Resource Information or Vertical Resource Information to display the resource information card, if it is not already displayed.
5. On the side toolbar of the resource information card, click Activities .
6. On the right edge of the top toolbar of the resource information card, click Show/Hide Activity Card .