Manage Your Client List

Depending on your role in WorkBook, you can manage your client list by adding, pinning, or unpinning clients in Personal Information.

To manage your client:

1. On the main toolbar, click Time & Expense .
2. In the left navigation pane, click Personal Information > My Settings.
3. On the side toolbar of the right pane, click Your Client List .
4. On the top toolbar of the right pane, click Further Options .
5. Select any of the following options:
   • Create New Client
   • Pin All Clients
   • Pin All Clients with Active Jobs
   • Pin All Clients with Active Jobs in My Company
   • Unpin All Non-fixed Clients
   • Unpin All Clients Without Active Jobs
   • Unpin All Clients Without Active Jobs in My Company
   • Unpin All Inactive Clients
   • Unpin All Active Clients