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The List group in the Quick Clicks pane is displayed in the Clients list, Contacts list, Fees list, Costs list, Payments list, and Client Funds list, and is thus named for the file currently open (i.e., Client List group, Contact List group, Fee List group, Cost List group, Payment List group, or Funds List group). Available options depend on which file is open.
Client List
Contact List
When All Clients or All Contacts is selected, both active and inactive client or contact records are shown in the Clients or Contacts list. Any filters selected will apply to all records.
When Active Only is selected, only client or contact records that are not marked inactive are shown in the Clients or Contacts list. Any filters selected will apply only to records that have not been marked inactive.
Fee List
Cost List
Payment List
Funds List
When Work-in-Process is selected, only transactions that have not been shown on a final statement and updated to accounts receivable are shown in the list. Any filters selected will apply only to work-in-process records.
When Archived is selected, only transactions that have been final billed and updated are shown in the list. Any filters selected will apply only to archived records.
Note: The items displayed in the List group are dependent upon which file is currently open (e.g., the Client List group is only available in the Clients list window, etc.)
Note: You can hide and unhide items and folders; add, rename, and delete folders; change the order of the items, folders, and groups; and perform other tasks by clicking the Manage Quick Clicks icon in the Customize Current View group.
Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.
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