List Menu
This menu contains commands to open various Web Suite screens. This menu contains the following commands:
- Employee-Opens the Employee screen. The Employee screen allows you to create and maintain a profile of each employee.
- Vendor-Opens the Vendor screen. The Vendor screen allows you to create and maintain a profile of each vendor.
- Client-
- Client Contract-Opens the Client Contact screen, allowing you to enter information for the client contact.
- Project-Opens the Project screen. The Project screen allows you to create and maintain a profile of each project.
- Project Center-Opens the Project Center which is a control center for all project managers.
- Activity- Opens Activity screen where you can view all the existing activity records in the grid.
- Expense-Opens Expense screen wherein you can view all the existing expense records in the grid.
- Terms-Opens the Term screen that allows you to set payment terms for billing.
- Manage Attachments-Opens the Manage Attachments screen. The screen allows you to view all the linked files that have been attached to Web Suite records.
- Workflow-Opens the Workflow screen. It allows you to track all the submit-approve events in Web Suite.
- To Do List-Opens the To Do List screen. You can add and track your to-do tasks here.