Define Optional Fields for a Resource Contact

Depending on your role in WorkBook, you can define optional fields for resource contacts in Resources. These fields enable you to link agency-specific information to your contacts. Alternatively, you can define optional fields for prospect and client contacts in CRM.

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

To define optional fields for a resource contact:

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 resource associated with the contact for which you want to define optional fields by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. Click the initials of the contact to display the contact card or click Toggle Resource Card on the top toolbar of the resource information card.
7. On the side toolbar of the contact card, click Optional Fields .
8. Enter your comment and the names of the optional fields in the fields provided.