View or Update Client Information

Depending on your role in WorkBook,, you can update client information such as the client name, contact information, and address in Resources.

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

To update client information:

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 information you want to update 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 Information .
6. Update the client information as needed.