Manage a Resource Contact's Emails

Depending on your role in WorkBook, you can manage a resource contact's emails by deleting, moving, downloading, forwarding, or replying to them In Resources. You can also download all email attachments as zip files. Alternatively, you can manage a prospect or client contact's emails in CRM.

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

To manage a resource contact's emails:

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 whose emails you want to manage 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 Emails .
8. To manage the emails, use the toolbar in the right pane of the contact card.
   • Move Email
   • Delete Email
   • Reply/Forward Email
   • Download Email
   • Download All Attachments as a ZIP File
9. To search for specific emails, enter a search string in the Search field on the top toolbar of the contact card.