Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner

Client Profile

In the Client Profile, you can view all the information pertaining to the client, such as Invoice Details, submitted Requests, Subscriptions, documents, and notes left by your team members.

To access the Client Profile:

1. Select the Clients tab from the left sidebar,
2. On the new page, select the client to access their Client Profile from the list.

The profile itself is divided into six sections:

1. Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
2. Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
3. Quotes — where you can check on the quotes issued for that client, check on the essential details of the quotes, view them, download them, view connected invoices, and go to connected requests,
4. Invoices — where you can check on the invoices issued for that client, check on the essential details of the invoices, view them, download them, view connected quotes, and go to connected requests,
5. Files — where you can see, download, and delete all the files that were shared with or by this specific client,
6. Notes — where anyone from your team can read and post notes that are invisible to this specific client.

From the Client Profile, you can also impersonate this specific client by selecting the "Impersonate" button. To learn more about impersonation, read this article.

Updated on: 12/09/2024