On the navigation bar, click Lists, choose Client tab opens the screen wherein you can view all the existing client records in the grid. The grid is a series of rows and columns. Each row is a separate client record. Clicking on any column heading sorts the columns in the grid. Here, you can edit/delete the existing client record. Entries displayed on the grid cannot be edited in the grid but rather in the Client screen. In addition, you can create a new client via this screen.
The number of records displayed in the grid depend on the selection made in the Rows list box. You can also search for the clients existing in your Web Suite database.
Data Grid
Each row is a separate client record. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Client screen. Click a listed ID to edit the details of the selected client. Click against the client record you want to delete.
Grid details are carried from Client screen.
Client ID:
Each client has a unique ID for its identification. This is a key field that links projects, time, expenses, invoices and reports to particular clients. Click a listed ID to access the Client screen and edit the record details the selected client.
Company:
Name of the Client's company. If this field is left blank while making the entry, the client's contact name is used instead.
Last Name:
Last name of the main contact.
First Name:
First name of the main contact.
Delete :
Click to delete a record. Web Suite asks for your confirmation before deleting the specific client record. A client cannot be deleted if there is a project associated to it.
Search Item :
Helps you to search for a specific client in a quick, robust way. To refine your search, use any of the listed parameters in the read only grid, namely, Client ID, Company Name, Last Name or First Name of the Main Contact. Click the column headings in order to search on the basis of the selected column. Enter the keyword for the search in the textbox and 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 client records in the grid. Web Suite memorizes this setting for the user.
Show Active:
Checked, you can view only active clients in the grid. Web Suite memorizes this setting for the user.
Help:
Opens the Web Suite Help in the Client List section.
Options:
Click to access various options for the Client screen.
Client Change:
Click to open the Client Change screen that allows you to make batch changes to the selected client records.
Merge:
Click to open the Merge screen that allows you to merge two or more clients into an existing client record.
Group:
Click to open Client Group screen. You can create new groups or edit existing groups. A client can be a member of more than one group.
Print:
Opens the Reports Viewer, where you can View, Print or Export the Report.
New:
Click opens the Client screen where you can create a new client record.
Close:
Closes the screen and takes you to the home page of Web Suite.
Grid page numbers are displayed below the grid. These page numbers depend on the number selected in the Rows field above.