Retainer History - List

The following information describes the fields and options available on the Retainer History list screen.

Grid

Web Suite provides a tree structure to keep the Clients and the associated projects together. In the Client list the Client has a plus sign next to it to expand the tree to see all Projects for this client.

Edit :

Click to view Summary and Payment history for the retainer.

Retainer History List Button Panel

Search Item :

This enables you to search for a particular project already created. Search for a project in the grid using full or partial ID or project's name in the textbox and then click . Web Suite jumps to the nearest match in the list.

The Search feature gives you options based on what you type into a text input. The items displayed get narrowed down as you keep on typing and Web Suite finds all matches. For example, you want to search a project whose ID starts with letter A. As you type letter A, all Project IDs beginning with letter A are displayed in the drop-down, where from you can select the project.

Rows:

Select the number of rows you would want to be displayed on the screen. You can choose from 2 to up to 100 rows.

Show Active:

Select this filter if you want to display only those clients with active status in the grid.

Help:

Opens the Web Suite Help in the Retainer History section.

Close:

Closes the Retainer History screen.