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.
Manager:
Name of the client's manager. You can assign any employee as the manager for a client. In addition, the managers displayed in the column can be sorted by clicking the column header.
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 Client 
:
Helps you to search for a specific client on the grid 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
based on the selected column. Enter the keyword for the search in the
textbox and click
to display the results in the grid.
Help:
Opens the Web Suite Help in the Client List section.
Print:
Clicking on this button displays a list of in-context reports that you can preview and print. The reports such as Client Master File Detailed List, Client Master File List, and more are listed in the menu.
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.
Rows:
Number of records displayed in the grid depends on the selection made in the list box. At max, you can view up to 1000 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.
New:
Click opens the Client screen where you can create a new client record.