Client Profile

Client profile is a page where all the details relating to a client is shown. It includes all details added at time of creating client and also all the task whether return task or other task relating to that client.

You can go to client profile page easily by searching the client name or trade name from the top bar on any page.

You can perform all functions on a task from this page also, like changing name, status, due date, check activity, comments, delete task etc.