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Client Detail Page

View all information and activity for a single client.

Steps

  1. Open a client from the clients table (click the Eye icon)
  2. 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