The following information describes the fields and options available on the Retainer Management list screen.
Search Project/Client:
This enables you to search for a project or a client in the grid. You can search for a record using full or partial ID, name or any other field. Web Suite displays the matching records in a drop-down list based on what you type in the search text box. The records displayed get narrowed down as you keep on typing. For example, you might want to search for a record whose ID starts with letter A. As you type letter A, all IDs beginning with letter A are displayed in the drop-down. As you keep on typing more letters it displays more relevant results.
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 Management List Button Panel
Help:
Opens the Web Suite Help in the Retainer Management section.
Options:
Rows:
Select the number of rows you would want to be displayed on the screen. You can choose from 15 to up to 1000 rows.
Show Active:
Select this filter if you want to display only those clients with active status in the grid.
Refresh:
Refreshes the contents of the page.
Close:
Closes the Retainer Management screen.