# 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**
- **Email**
- **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 |