General Resource Information - Procedures This section contains procedures that apply to all types of resources in WorkBook. For procedures that apply to specific resource types, see: Related Topics:Add or Delete Resource Custom Codes Depending on your role in WorkBook, you can add multiple custom codes to most resource types in Resources. You can also delete custom codes that you no longer need. Create Resource Conversations Depending on your role in WorkBook, you can create conversations for most resource types in Resources. These include clients, companies, prospects, and suppliers. View Client Project Conversations Depending on your role in WorkBook, you can view and reply to conversations about client projects in Resources. Manage Resource Conversations Depending on your role in WorkBook, you can manage resource conversations by deleting them, marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals in Resources. These options are available for most resource types, including clients, companies, prospects, and suppliers. Alternatively, you manage prospect and client conversations in CRM. Create Resource Conversations Depending on your role in WorkBook, you can create conversations for most resource types in Resources. These include clients, companies, prospects, and suppliers. Group Resource Conversations Depending on your role in WorkBook, you can group resource conversations by date, name, resource type, or period in Resources. This option is available for most resource types, including clients, companies, prospects, and suppliers. Duplicate Resources Depending on your role in WorkBook, you can create duplicates of resources in Resources. For employees, you can also create duplicates from the employee card. Deactivate Resources Depending on your role in WorkBook, you can deactivate resources in Resources. You cannot deactivate resources with active transactions or jobs in WorkBook. Link a Profile to a Resource Depending on your role in WorkBook, you can link multiple profiles to each resource in Resources. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles. Alternatively, you can link profiles to prospects and clients in CRM. Unlink a Profile From a Resource Depending on your role in WorkBook, you can unlink profiles from resources in Resources. Alternatively, you can unlink profiles from prospects and clients in CRM. Define Optional Fields for Resources Depending on your role in WorkBook, you can define optional fields for the different resource types in Resources. Manage Resource Emails Depending on your role in WorkBook, you can manage resource emails by deleting, moving, downloading, forwarding, or replying to them in Resources. You can also download all email attachments as zip files. Manage Resource Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders where you can store resource documents in Resources. You can also generate default folder templates. Alternatively, you perform these tasks in CRM. Add External References to a Resource Depending on your role in WorkBook, you can add external references to resources in Resources. For companies and employees, you can also add external references in Settings. Parent Topic: General Resource Information Companies - Procedures Employees - Procedures Clients - Procedures Contacts - Procedures Suppliers, Competitors, Connections, and Related Resources - Procedures HomeResourcesGeneral Resource InformationGeneral Resource Information - Procedures
General Resource Information - Procedures This section contains procedures that apply to all types of resources in WorkBook. For procedures that apply to specific resource types, see: Related Topics:Add or Delete Resource Custom Codes Depending on your role in WorkBook, you can add multiple custom codes to most resource types in Resources. You can also delete custom codes that you no longer need. Create Resource Conversations Depending on your role in WorkBook, you can create conversations for most resource types in Resources. These include clients, companies, prospects, and suppliers. View Client Project Conversations Depending on your role in WorkBook, you can view and reply to conversations about client projects in Resources. Manage Resource Conversations Depending on your role in WorkBook, you can manage resource conversations by deleting them, marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals in Resources. These options are available for most resource types, including clients, companies, prospects, and suppliers. Alternatively, you manage prospect and client conversations in CRM. Create Resource Conversations Depending on your role in WorkBook, you can create conversations for most resource types in Resources. These include clients, companies, prospects, and suppliers. Group Resource Conversations Depending on your role in WorkBook, you can group resource conversations by date, name, resource type, or period in Resources. This option is available for most resource types, including clients, companies, prospects, and suppliers. Duplicate Resources Depending on your role in WorkBook, you can create duplicates of resources in Resources. For employees, you can also create duplicates from the employee card. Deactivate Resources Depending on your role in WorkBook, you can deactivate resources in Resources. You cannot deactivate resources with active transactions or jobs in WorkBook. Link a Profile to a Resource Depending on your role in WorkBook, you can link multiple profiles to each resource in Resources. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles. Alternatively, you can link profiles to prospects and clients in CRM. Unlink a Profile From a Resource Depending on your role in WorkBook, you can unlink profiles from resources in Resources. Alternatively, you can unlink profiles from prospects and clients in CRM. Define Optional Fields for Resources Depending on your role in WorkBook, you can define optional fields for the different resource types in Resources. Manage Resource Emails Depending on your role in WorkBook, you can manage resource emails by deleting, moving, downloading, forwarding, or replying to them in Resources. You can also download all email attachments as zip files. Manage Resource Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders where you can store resource documents in Resources. You can also generate default folder templates. Alternatively, you perform these tasks in CRM. Add External References to a Resource Depending on your role in WorkBook, you can add external references to resources in Resources. For companies and employees, you can also add external references in Settings. Parent Topic: General Resource Information Companies - Procedures Employees - Procedures Clients - Procedures Contacts - Procedures Suppliers, Competitors, Connections, and Related Resources - Procedures HomeResourcesGeneral Resource InformationGeneral Resource Information - Procedures