Client Details
View and edit client information.
Overview
The client details page shows all information about a client. View company details, contact information, and metadata. Edit the client from this page.
Access Client Details
- Go to Manage > Clients
- Click a client name in the table
Result: The client details page opens.
Page Layout
The page has a header and content cards.
Header
| Element | Description |
|---|---|
| Client Name | Company name as page title |
| Status Badge | Green (Active) or Gray (Inactive) |
| Edit Client Button | Opens the edit form |
Content Area
The page displays information in cards arranged in two columns.
Left Column (2/3 width):
- About card
- Contact Information card
- Company Details card
Right Column (1/3 width):
- Metadata card (Created, Updated dates)
Information Cards
About Card
Shows the client description.
| Content | Description |
|---|---|
| Description | Notes about the client |
If no description exists, shows "No description available".
Contact Information Card
Shows the primary contact details.
| Field | Description |
|---|---|
| Primary Contact | First and last name combined |
| Contact email address | |
| Phone | Contact phone number |
Company Details Card
Shows company information. Fields only appear if they have values.
| Field | Description |
|---|---|
| Website | Clickable link to company site |
| Industry | Business sector |
| Company Size | Number of employees |
Metadata Card
Shows record timestamps.
| Field | Description |
|---|---|
| Created | When the client was added |
| Last Updated | When the client was last modified |
Edit a Client
- Click Edit Client button
- The edit form opens with current values
- Update the fields
- Click Update Client
Result: Changes are saved and you return to the client list.
Edit Form
The edit form has the same fields as the add form.
| Section | Fields |
|---|---|
| Basic Information | Name, Website, Industry, Company Size, Description |
| Contact Information | First Name, Last Name, Email, Phone |
| Status | Active checkbox |
See Client List for field details.
Cancel Edit
To cancel without saving:
- Click Cancel
- You return to the client list
Changes are not saved.
Example: Update Client Contact
Scenario: Update the contact email for "TechStart Inc."
Steps:
- Go to Manage > Clients
- Click "TechStart Inc." in the table
- Click Edit Client
- Change the Email field to "newemail@techstart.com"
- Click Update Client
Result: The contact email is updated.
Example: Deactivate a Client
Scenario: Mark "Old Corp" as inactive.
Steps:
- Go to Manage > Clients
- Click "Old Corp" in the table
- Click Edit Client
- Uncheck the Active checkbox
- Click Update Client
Result: The client status changes to Inactive (gray badge).
Tips
- Review client details before meetings
- Keep contact information current
- Mark clients inactive instead of deleting
- Add detailed descriptions for team reference
- Check the "Last Updated" date to verify recent changes
Common Questions
Q: Can I delete a client?
A: No. Clients cannot be deleted through the interface. Mark the client as inactive instead to preserve historical data.
Q: What happens to jobs when I deactivate a client?
A: Jobs remain linked to the client. They are not affected by the client's active status.
Q: Can I see which jobs are linked to this client?
A: The client details page does not show linked jobs. To see jobs for a client, filter the Jobs list by client.
Q: Can multiple users edit a client at the same time?
A: The last save wins. Coordinate with your team to avoid overwriting changes.
Q: Can I change the client name?
A: Yes. Edit the client and update the Name field. The new name must be unique within your company.