Open Client Cards of Revenue Forecast Items

Use the Revenue Forecast submodule to open the client cards of revenue forecast items.

To use the Revenue Forecast submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the client card of a revenue forecast item:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the forecast item whose client card you want to open.
4. Highlight the revenue forecast item whose client card you want to open.
5. Double-click on the corresponding Client field.
   WorkBook opens the client card.
6. Click Close .