WorkBook

Define General Client Settings

Depending on your role in WorkBook, you can define general client settings such as the account manager responsible, client type, default currency, default support job, default payment term, and maximum credit amount in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define general client settings:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the client whose general settings you want to define by completing any of the following actions:
    • In the Search in Grid field, enter the name of the client, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
  4. On the grid toolbar, click Resource Information / to display the client card.
  5. On the side toolbar of the client card, click Client Settings > General Settings.
  6. Update the client settings as needed.