Appearance
Client Detail Page
View all information and activity for a single client.
Steps
- Open a client from the clients table (click the Eye icon)
- Use the tabs to navigate between sections
Tabs
- Overview — Client info (name, type, TRN, contact details) and summary stats (open projects, outstanding invoices, document status)
- Projects — All projects linked to this client with status and progress
- Invoices — Invoice history, amounts, and payment status
- Documents — Compliance documents (Trade License, Emirates ID, etc.) and business documents uploaded for this client
- Activity — Timeline of all actions taken on this client record, including edits, uploads, and status changes
