Group Resource Conversations

Depending on your role in WorkBook, you can group resource conversations by date, name, resource type, or period in Resources. This option is available for most resource types, including clients, companies, prospects, and suppliers.

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

To group resource conversations:

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 for which you want to group conversations 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 / to display the resource information card.
5. On the side toolbar of the resource information card, click Conversation .
6. In the left pane of the resource information card, click > Grouping, and select a grouping option.