WorkBook

Unlink a Client From a Debtor

Depending on your role in WorkBook, you can unlink clients from debtors in Resources.

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

To unlink a client from a debtor:

  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 client that you want to unlink from a debtor by completing any of the following actions:
    • In the Search in Grid field, enter the name of the client, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
  4. On the grid toolbar, click Resource Information / to display the client card.
  5. On the side toolbar of the client card, click Client Settings > Debtor.
  6. Select the debtor that you want to unlink from the client.
  7. On the top toolbar of the client card, click Remove the Link Between Debtor and the Current Client .
  8. When WorkBook asks if you want to unlink the debtor from the client, click Yes.