Client Detail
When clicking on any client from the list, their complete record opens at /contacts/:id. From here, you manage the entire commercial relationship with that client.
Header
The top section displays the main client data:
- Name (company or person)
- Tax ID/VAT ID
- Email, phone, web
- Full address
Next to the data, four summary cards:
| Card | What it shows |
|---|---|
| Invoiced | Total amount invoiced to the client |
| Pending | Outstanding balance to collect |
| Invoices | Total number of invoices issued |
| Since | Date of the first invoice (age) |
Click on Edit to modify the client's data.
Pipeline (client status)
Each client has a status within your sales pipeline. Click on the status to change it.
| Status | Description |
|---|---|
| Lead | New contact, not yet qualified |
| Contacted | You have initiated conversation |
| Proposal | You have sent a quote or proposal |
| Active | Client with active commercial relationship |
| Inactive | Client with no recent activity |
| Lost | Opportunity closed unsuccessfully |
The pipeline allows you to visualize the phase of each commercial relationship and prioritize follow-up.
Activity Tab
Displays a chronological timeline of everything that has happened with the client:
- Automatic activity: invoices created, sent, and collected; quotes sent; linked expenses.
- Manual activity: calls, meetings, and other events that you log.
Entries are grouped by date. To log activity manually, click on + Activity and select the type (call, meeting, email, other).
Notes Tab
Internal notes about the client. Only visible to you and your team, never to the client.
- Click on + Note to create a new one.
- Each note shows author and creation date.
- You can edit or delete existing notes.
- Cmd+Enter (Mac) or Ctrl+Enter (Windows) to save quickly.
Useful for logging verbal agreements, negotiation context, or reminders.
Contacts Tab
Individual contacts associated with the company. Each person includes:
- Name
- Phone
- Position
Ideal for companies with multiple interlocutors (sales manager, administration, technical). Click on + Contact to add a contact.
Documents Tab
List of invoices and quotes linked to the client, automatically filtered. From here you can:
- View the status of each document (draft, sent, collected, overdue).
- Open any invoice or quote directly.
- Create a new invoice or quote for this client (pre-filled data).
Keyboard Shortcuts
Navigate through the client record without touching the mouse:
| Shortcut | Action |
|---|---|
| Esc | Return to client list |
| a | Go to Activity tab |
| n | Go to Notes tab |
| p | Go to Contacts tab |
| d | Go to Documents tab |
| e | Edit client data |