Define a Resource Contact's Default Job Settings

Depending on your role in WorkBook, you can define the default job settings for resource contacts in Resources. Alternatively, you can define the default job settings for prospect and client contacts in CRM.

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

To define a resource contact's default job settings:

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 whose default job settings you want to define 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 Contact Default Job Settings .
8. Specify the default job settings for the contact.