Add Custom Codes to Prospect/Client Contacts

Depending on your role in WorkBook, you can add multiple custom codes to prospect/client contacts. You can also delete custom codes that you no longer need.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To add custom codes to a prospect/client contact:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click Custom Codes .
3. On the top toolbar of the contact card, click Add Custom Code Reference .
4. In the Add New Reference dialog box, enter the reference type and code value, then click OK.
5. To delete a contact custom code, select it from the grid and click Remove Custom Code Reference on the top toolbar of the contact card.