Merge a Resource Contact's Interest Codes

Depending on your role in WorkBook, you can merge a resource contact's interest codes in Resources. Alternatively, you can merge a prospect or client contact's interest codes in CRM.

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

To merge a resource contact's interest codes:

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 interest codes you want to merge 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 Merge .
9. In the Merge Interest Code dialog box, select the codes that you want to merge.
10. Click OK.