Display the Contact Card from the Resource Information Card

Depending on your role in WorkBook, you can display the contact card from the resource information card in Resources.

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 contact card from the resource information card:

1. On the main toolbar, click Resources .
2. In the grid, select a resource.
   You can use the Filter field next to the Search in Grid field to display specific resource types in the grid.
3. On the grid toolbar, click Resource Information / to display the resource information card, if it is not already displayed.
4. On the side toolbar of the resource information card, click .
5. In the resource information card grid, click a contact's initials or picture to display the contact card.
   Alternatively, you can click Toggle Resource Card on the top toolbar of the resource information card to display the contact card.