Client Contact - List

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Navigation

 

On the navigation bar, click Lists, clicking on Client Contact tab opens the screen where you can view all the existing client contacts in the gird. The grid is a series of rows and columns. Each row is a separate contact of the client. Clicking on any column heading sorts the columns in the grid. You can edit/delete the existing contacts of the client. Entries displayed on the grid cannot be edited in the grid but rather in the Client Contact screen. In addition, you can create a new contact of the client via this screen. The number of records displayed in the grid will depend on the selection made in the Rows list box. You can also search for the records existing in your Web Suite database.

 

The following information describes the fields and options on the Client Contact List screen.

 

Client Contacts Grid

 

Each row is a separate client contact record. Click the column headings to sort the columns in the grid. Click a listed ID to edit the details of the selected client contact. Click Delete against the client contact record you want to delete.

 

ID:

ID of the Client Contact. Click a listed ID to access the Client Contact—Details screen where you can edit the details of a selected client contact. Click the Save button to save the changes made to the record.

 

Company:

Company of the contact. This column displays the Company of the Client Contact.

 

Last Name:

Last Name of the Client Contact. This column displays the Last Name of the Client Contact.

 

First Name:

First Name of the Client Contact. This column displays the First Name of the Client Contact.

 

Delete :

Click to remove a client contact record.

 

Client Contact List Button Panel

 

Search Item :

Helps you search for a specific client contact in a quick, robust way. To refine your search, use any of the listed parameters in the read only grid, like ID, Company. Click the column headings to search on the basis of the selected column. Enter the keyword for the search in the textbox and then click to display the results in the grid.

 

Rows:

Number of records displayed in the grid depends on the selection made in the list box. At max, you can view up to hundred expense items in the grid. Web Suite memorizes this setting for the user.

 

Client ID:

Choose ID of the client, whose contacts are viewed in the grid below.

 

Help:

Opens the Web Suite Help in the Client Contact List section.

 

Print:

Opens the preview window from where you can preview and print the client contact list.

 

New:

Click opens the Client Contact screen where you can create a new contact for the specific client.

 

Close:

Closes the screen and takes you to the Web Suite home page.

 

Grid page numbers are displayed below the grid. These page numbers depend on the number selected in the Rows field above.

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