Add a Contact to a Resource

Depending on your role in WorkBook you can add contacts to companies, employees, clients, suppliers, competitors, prospects, or any other resource types in Resources.

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

To add a contact to a resource:

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 to which you want to add a contact 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. On the top toolbar of the resource information card, click Add New Contact .
7. Use the fields and options in the Add New Contact dialog box to add a new contact.
8. Click OK.
   WorkBook displays the card for the newly-created contact.
9. Use the contact card to allow the contact to create jobs for clients and to add contact information such as skills, interests, profiles, and custom codes. The card also provides information about the contact's project-related activities once these activities are defined for the contact.