Navigating the Client Detail Page
Every client has a detail page that serves as a central hub for all information and activities related to that client. Understanding how to navigate this page helps you access everything you need quickly.
Accessing the Client Detail Page
Click any client’s name from your client list to open their detail page.
You can also access a client’s page from:
- Search results
- Project pages (clicking the client name)
- Invoice pages (clicking the client name)
- Proposal pages (clicking the client name)
Page Layout Overview
The client detail page has three main sections:
Header Section:
- Client name
- Client badge (individual / organization)
- Pipeline Stage
- Action buttons (Edit Client, Quick Actions menu)
Tab Navigation:
- Overview (default view)
- Projects
- Proposals
- Agreements
- Invoicing
- Tasks
- Notes
Content Area:
- Displays information based on which tab you’ve selected
The Header: Quick Actions and Info
The header stays visible no matter which tab you’re viewing. This gives you constant access to:
Client Information:
- The client’s display name (person name for Individuals, company name for Businesses)
- Client type badge (Individual or Business)
- Current pipeline stage (click to update)
Action Buttons:
- Edit Client: Modify client information, contact details, or billing address
- Actions Menu (three dots): Access additional options like Archive Client or Delete Client
- Quick Actions: Create related records quickly (more below)
Tab Navigation
Tabs organize everything related to the client into logical sections. Click any tab to view that information:
Overview:
Your dashboard for this client with charts, summaries, and quick stats.
Projects:
All projects associated with this client.
Proposals:
All proposals you’ve sent to this client.
Agreements:
All agreements or contracts with this client.
Invoices:
All invoices sent to this client, including payment status. Also includes any recurring invoice schedules set up for this client.
Tasks:
All tasks assigned to or related to this client.
Notes:
Client notes you’ve added for context, conversations, or important details.
The Overview Tab
When you first open a client, you land on the Overview tab. This provides a snapshot of your entire relationship with the client:
Summary Cards:
- Tasks (total and overdue count)
- Invoices (outstanding amount and overdue count)
Charts and Analytics:
- Revenue chart showing income from this client over time
- Project status breakdown
- Proposal status distribution
- Agreement status overview
The Overview tab shows you the health of the client relationship at a glance.
Quick Actions Menu
The Quick Actions menu (often a button labeled “New” or “Create”) lets you create related records directly from the client page:
- Create Task
- Create Project
- Create Proposal
- Create Agreement
- Create Invoice
- Create Recurring Invoice
When you use Quick Actions, the client is automatically pre-selected in the form, saving you time.
Navigating Between Tabs
Simply click any tab to switch views. Your place within each tab is generally preserved—if you’re viewing page 2 of invoices and switch to tasks, then return to invoices, you’ll still be on page 2.
Breadcrumb Navigation
At the top of the page, you’ll see breadcrumbs showing your location:
- Clients (clickable—returns you to the client list)
- Client Name (current page)
Use breadcrumbs to quickly return to the client list without using the sidebar.
Best Practices
✅ Start with Overview: When checking on a client, start with the Overview tab to get the full picture before diving into specific sections.
✅ Use Quick Actions: Instead of navigating to Projects or Invoices and then selecting the client, use Quick Actions directly from the client page.
✅ Bookmark important clients: If you frequently visit certain clients, bookmark their detail pages in your browser for instant access.
✅ Check before creating: Before creating a new invoice or proposal, check the relevant tab to see what already exists.
Keyboard Navigation
While specific keyboard shortcuts may vary, you can generally:
- Use Tab to move between elements
- Use Enter to click buttons and links
- Use Escape to close dialogs or sheets
Common Questions
Can I customize which tabs appear?
No, all clients show the same set of tabs. However, tabs may appear empty if there’s no data (like no proposals sent yet).
Why don’t I see any information on a tab?
If a tab is empty, it means there are no records of that type for the client yet. For example, a new client won’t have any invoices until you create one.
Can I open multiple clients at once?
Yes, if you open client pages in new browser tabs (right-click the client name and select “Open in New Tab”), you can have multiple client pages open simultaneously.
Do I need to save anything when viewing the client page?
No. The client detail page is for viewing information. Changes only occur when you use Edit Client or create new records.
Can other team members see what tab I’m viewing?
No. Your tab selection and navigation is personal to your session. Other team members can view different tabs on the same client independently.
Mobile Considerations
On smaller screens, the tab navigation may appear differently:
- Tabs might collapse into a dropdown menu
- The header may stack vertically
- Charts may be simplified or scrollable
The same information is available; it’s just organized for smaller screens.
