Add External References to a Resource Contact

Depending on your role in WorkBook, you can add external references to resource contacts in Resources. For example, WorkBook uses external reference IDs to easily import information from MediaForce. Alternatively, you can add external references to prospect and client contacts in CRM.

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

To add external references to a resource contact:

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 to whom you want to add external references 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 External References .
8. Add external references as needed.