Documentation Clients Client Detail
Detailed guide

Client Detail

The client detail page: financial summary, portal access, client-specific rate overrides, and every project linked to the account.

Client Detail is where account context becomes actionable. It combines the money (collected, cost, profit), the relationship (portal access), the pricing (rate overrides), and the work (projects) so decisions about the account are grounded.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Check whether a client is actually profitable before agreeing to more discounts.
  • Share all of a client's quotes and invoices by adding their email to the allowed list.
  • Apply a negotiated discount across every offering with Override All.
  • Set a single offering's special rate with an individual override.
  • Open a linked project to investigate its numbers.

Put it into practice

  1. Read the financial summary first — Collected Revenue, Total Cost, and Profit & Margin frame every other decision about this account.

    InteractionsClient Detail: the three financial summary cards at the top.

  2. Manage portal sharing if the client needs to see documents. Add their email to grant company-wide access, or use the x to revoke it.

    InteractionsClient Portal Access card: enter Client email and click 'Add To Client Allowed List', or click x on an existing entry.
    Open workflow: Client Portal

  3. Apply pricing agreements. Use 'Override All' with a Discount % for an across-the-board deal, or 'Add Individual Override' to set one offering's Fixed Chargeout or Percentage Discount.

    InteractionsRate Overrides card: use Override All → Apply to All, or the Add Individual Override form → Add Override.

  4. Verify overrides in the Rate Overrides table and remove any that no longer apply.

    InteractionsRate Overrides table: check Type, Value, and Active, and use the trash action to delete.

  5. Review linked projects, filtering by status, and open any whose Collected, Cost, or Profit looks off.

    InteractionsProjects section: set the Status filter and click View on a project row.
    Open workflow: Projects

What to review

Financial summary cards

Three cards: Collected Revenue ('payments received across all projects'), Total Cost ('labor cost + expenses across all projects'), and Profit & Margin ('net profit on collected').

Client Portal Access card

Grants company-wide portal sharing: a Client email field and an 'Add To Client Allowed List' button, a 'Full access granted to' list, and an x button to revoke each email.

See guide: Client Portal

Rate Overrides — Override All

An 'Override All' panel with a Discount % field ('Enter as a percentage, e.g. 10 for 10%') and an 'Apply to All' button that discounts every offering for this client (replacing existing overrides for those lookups).

Rate Overrides — Add Individual Override

A form with Offering (Phase / Offering (lookup)), Override Type (Fixed Rate or Percentage Discount), a Fixed Chargeout or Discount % value, and an 'Add Override' button.

Rate Overrides table

Columns Category, Type (Fixed Rate / Percentage), Value (currency or '% discount'), Active (Active / Inactive badge), and a delete (trash) action per row.

Projects section

A Status filter (All statuses / Active / On Hold / Completed / Cancelled) and a table with Start Date, Project Name, Hours, Collected, Cost, Profit, Status, and a View action.

See guide: Projects

Guardrails

  • Override All replaces existing overrides for every affected offering, so confirm the discount before applying it to all.
  • Adding a portal email grants access to all current and future shared quotes and invoices for the client, not a single document.
  • Financial cards reflect collected payments and actual cost, so they can differ from quoted or invoiced totals.
  • Commercial details and rate overrides may be hidden for users without finance or pricing access.
  • Granting or revoking portal access is a sharing action gated to client managers.

If it starts drifting

  • If linked work is missing, check whether it belongs to another similarly named client before editing.
  • If a rate override does not take effect, confirm it is Active and applies to the exact offering lookup used on the estimate.
  • If a client cannot sign in to the portal, confirm their email is in 'Full access granted to' and spelled exactly.
  • If Override All wiped a special rate you wanted to keep, re-add it as an individual override afterward.