Open Client Cards of Billable Jobs with Open Price Quotes

Use the Billable Jobs with Open Price Quotes submodule to open the client cards of billable jobs with open price quotes.

To use the Billable Jobs with Open Price Quotes submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the client card of a billable job with an open price quote:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Billable Jobs with Open Price Quotes.
3. Highlight the billable job with an open price quote whose client card you want to open.
4. Double-click on the corresponding Client field.
   WorkBook opens the client card.