Open Customer Cards of Job Custom Codes

Use the Job Custom Codes Setting submodule to open the customer cards of job custom codes.

To use the Job Custom Codes Setting submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the customer card of a job custom code:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Job Custom Codes Setting.
  3. Highlight the job custom code whose customer card you want to open.
  4. Double-click on the corresponding Customer field.
    WorkBook opens the customer card.
  5. Click Close .