Open Resource Card of Client Contacts of Jobs with Missing Dimension Values

Use the Job with Missing Dimension Values submodule to open the resource card of the client contacts of jobs with missing dimension values.

To use the Jobs with Missing Dimension Values submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the client contact of a job with missing dimension values:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Jobs with Missing Dimension Values.
  3. Highlight the job with missing dimension values of the client contact whose resource card you want to open.
  4. Double-click on the corresponding Client contact field.
    WorkBook opens the client contact's resource card.
  5. Click Close .