WorkBook

Add Interest Codes to a Resource Contact

Depending on your role in WorkBook, you can add interest codes to resource contacts in Resources. The interest codes then become available for selection in the Information section of the contact card. These codes enable you to categorize contact into groups based on a specific area of interest. For example, you can create an interest code for contacts who are interested in cycling and alert them about cycling events, thereby helping you establish and maintain a good business relationship with them. Alternatively, you can add interest codes to prospects and clients in CRM.

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

To add interest codes 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 which you want to add interest codes 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 Interest Codes .
  8. On the top toolbar of the contact card, click Create New .
  9. To create a new interest code group, enter the interest code group name in the Group Name field in the New Interest Code dialog box, then click .
  10. To add an interest code to the newly-created interest code group, select the interest code group in the Add New List to Group field, then enter the code name in the Subject Name field.
  11. Click OK.