Client Detail

When clicking on any client from the list, their complete record opens at /contacts/:id. From here, you manage the commercial relationship, next-action follow-up, collection status, and team context for that client.

Header and Commercial Summary

The top section displays the client's main details and real-time status signals:

• Name (company or individual) and contact type icon
• Tax ID/VAT ID, email, phone, website, and fiscal address
• Attention badge: indicates whether the relationship is On track or needs follow-up (Overdue invoice, Overdue task, Task due today, Stale deal, No next action, or High receivable). Clicking an actionable badge jumps directly to the panel or tab that resolves it.
• Last interaction: displays the interaction type (Call, Meeting, Email, or Email sent) and the relative time elapsed since the last logged contact.
• Integration source: when a client originates from an external import or sync (hubspot, pipedrive, intercom, or mailchimp), a source badge appears next to the name.

Below the header, four metric cards and the Sales and collection block summarize the account:

Card	What it shows
Billed	Total amount billed to the client
Pending	Outstanding balance to collect
Invoices	Total number of invoices issued
Since	Date of the first invoice (tenure)

The Sales and collection block summarizes in three columns your open or accepted Quotes ready to convert, the amount To collect (with overdue invoice counts), and the total Collected, with direct shortcuts to View documents and View statement.

Next Action and Focus Strip

Above the tabs, two dedicated surfaces ensure no commercial relationship is left without a clear next step:

Next action panel

Defines the single immediate commitment open for this client (nextAction):

1. When no task is open (No next action), click Add task.
2. In Create next action, enter a concise action sentence (for example, "Call to validate quote") and an optional Due date (YYYY-MM-DD). Click Save task (or press Enter).
3. While a next action is open, the panel displays its timing badge (Next action, Today when due on the current date, or Overdue when the due date has passed) alongside two quick actions:
   • Change: updates the title or due date of the open next action.
   • Done: marks the next action as completed (status: "done", completedAt) and automatically logs a Done: {title} entry in the Notes and Activities timeline.

Focus strip

Evaluates the client record and recommends the highest-priority next action:

Detected state	Focus title	Direct action
Company with no contact persons	Missing accountable person	Open people
Outstanding balance to collect	Pending balance	View statement
No next action defined	Missing next action	Create next action
Open next action pending completion	Open next action	View next action
Recent contact and activity ready to move	Ready to review stage	Review activity
Contact, activity, and collections aligned	Follow-up is current	View health

Pipeline (Client Stage)

Each client has a stage within your sales pipeline. Click any stage in the selector to update it; the transition from the previous stage to the new stage is automatically logged in the activity timeline (stage_changed).

Stage	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

Record Tabs

Activity Tab

Displays the chronological timeline of automatic events (invoices, quotes, linked expenses, stage transitions) and manual activities. When the client has an open next action, it is pinned at the top of the timeline as Next. Using the buttons below the timeline, you can Log call, Log meeting, or Add task. See Notes and Activities for full details.

Health Tab

Computes a deterministic Client Health score (0–100) based strictly on your account data (zero AI model calls):

• Risk level: Healthy, At risk, or Critical, paired with the 12-month trend (Improving, Stable, or Declining).
• Four sub-scores: Payment (collection timeliness), Volume (cumulative billing), Engagement (interaction frequency), and Loyalty (tenure and repeat business).
• Insights and recommendations: detected churn risk factors and prioritized actions (High, Medium, Low).

Notes Tab

Internal team notes about the client, never visible to the client:

• Type in the Write a note... field and click Save or press Cmd+Enter (Ctrl+Enter on Windows/Linux).
• Each note displays its relative timestamp and an (edited) label when modified.

People Tab

Lists the individual contact persons associated with the company, showing the total count in the tab header. Click Add person to register name, role, email, and phone. See Contact Persons for full details.

Documents Tab

Lists all Invoices and Quotes linked to the client with their current status and direct links to open each document.

Statement Tab

Opens the client's Account statement with a breakdown of issued invoices, collected payments, and outstanding balance by period.

Projects Tab

Displays active projects and tasks assigned to the client in your workspace.

REST API and MCP Server Parity

The nextAction object and integrationSource field on the client record share the exact same contract in the REST API (/v1/clients and /v1/clients/{clientId}) and the MCP server (get_client, create_client, update_client):

curl -X PATCH "https://api.frihet.io/v1/clients/cli_01J8X9K2M4" \
  -H "X-API-Key: fri_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "integrationSource": "hubspot",
    "nextAction": {
      "title": "Call to validate the accepted quote",
      "dueDate": "2026-11-05",
      "status": "open",
      "source": "api"
    }
  }'

Contract Limits and Boundaries

• nextAction.title (required inside nextAction): string up to 500 characters.
• nextAction.status (required inside nextAction): accepts "open" or "done".
• nextAction.dueDate (optional): ISO date formatted as YYYY-MM-DD.
• nextAction.source (optional): accepts "manual", "api", "integration", or "system".
• integrationSource (optional): accepts "hubspot", "pipedrive", "intercom", or "mailchimp".
• App-computed metrics: the Client Health score (0–100) and attention badge are computed deterministically from your invoices, quotes, and activities; they are not directly writable via the API.

Keyboard Shortcuts

Navigate through the client record without touching the mouse (when focus is not inside a text input):

Shortcut	Action
Esc	Return to client list
a	Go to Activity tab
h	Go to Health tab
n	Go to Notes tab
p	Go to People tab
d	Go to Documents tab
e	Return to list to edit

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Related: Contact persons · Notes and activities · Kanban CRM · Client portal