Understanding the client view

• Company Admins and Company Owners see all tabs and have full editing access.
• Company Members with Client Admin rights on a client see tabs relevant to that client. Financial tabs (Invoices, Contracts) require additional billing permissions.
• Company Members without Client Admin rights see a limited set of tabs based on their role.

At the top of the client view you see the client avatar, name, and an Edit button. To the right of the header, a row of group buttons organizes the client’s data into four high-level categories:

1. Client tasks — your day-to-day work hub.
2. Activity — communication and change history.
3. Documents — the client’s folders and every file attached to this client (visible when the Documents app is enabled).
4. Financials — invoices, contracts, budgets, and analytics (visible when billing is enabled).

Click any group button to switch to that section. If a group has multiple sub-tabs, a dropdown arrow lets you jump directly to a specific one. A traditional tab bar below the group buttons shows the sub-tabs for the selected group.

This is the default landing view when you open a client. It contains three sub-tabs:

• Tasks — the full task list for this client, with filters, sorting, and bulk actions.
• Workflow — the client’s workflow showing recurring task templates, deadlines, and progress.
• Projects (or Events, depending on your account configuration) — a project list scoped to this client. This tab only appears when the Projects feature is enabled and the client has at least one project.

The Activity group gives you a timeline of everything that has happened with this client:

• E-mails — all emails sent to or received from this client through the email integration. View full email threads and attachments without leaving the client view. This tab is read-only — to send a new email, use the compose action from a task or the client’s contact details.
• Notes — internal notes added by your team. Use these for meeting summaries, phone call records, or any context that helps colleagues stay informed.
• Audit log — a chronological record of every change made to the client record, tasks, projects, and related data. Useful for compliance, troubleshooting, and tracing who changed what and when.

The Documents group has one tab, Documents — the client’s folder browser. It opens on the Recent folder, which lists every file held for this client regardless of where it came from: a folder, a task, a note, an email, or a client portal upload. The folder tree on the left holds the client’s own folders (Public, Private, the monthly folders, and the “New files” inbox for portal uploads).

Each row shows the file name, who added it, the date, and a Source column (Task, Notes, E-mail, Portal, or Member) — click the source to jump to the task or note the file belongs to. Use the Type filter above the list to narrow the list to one or more sources — it reads Show all until you tick something — and the search box to find a file by name. Click a file name to preview it; the row menu offers Download, Rename, Move to, and Delete (the last three need client management or client admin rights).

The full guide is Browse and manage documents. The group appears only when the Documents app is enabled for your company; without it, the client view has no Documents group at all.

When billing is enabled for your account, the Financials group appears with these sub-tabs:

• Invoices — all invoices issued to this client.
• Contracts — active and past service contracts.
• Contract settings — billing configuration specific to this client.
• Budgets — budget tracking (visible when the budgets feature is enabled).
• BI Analytics — analytics data for this client. Available to Company Owners and Company Admins on the Elite plan.

• In Documents, use the Type filter above the list to narrow the Recent folder to the sources you tick (tasks, notes, e-mails, portal uploads — any combination) instead of scrolling through the full list.
• Check the Audit log in the Activity group when a client questions a change — every field edit, status update, and user action is recorded.
• Bookmark the client view URL in your browser if you work with the same client daily. The URL is stable and takes you back to the same tab.

The Financials group only appears when billing features are enabled for your company account. If billing is enabled but the tab is still missing, your role may not include billing permissions. Ask your Company Admin to review your access in Settings & Apps → Members.

The Documents group appears only when the Documents app is enabled for your company. A Company Admin can enable it in Settings & Apps. The old Files group with its All files / Client portal files / Note files / Email files tabs no longer exists — the Recent folder in Documents shows the same files, and the Type filter narrows them by source.

The Projects tab only appears when the Projects feature is enabled for your company and the client has at least one project linked. If Projects is disabled company-wide, enable it in Settings & Apps. If Projects is enabled but the tab is still missing, create the client’s first project first.

The Audit log starts recording from the moment it is enabled for your company. If your account is new or the feature was recently activated, there may not be historical entries yet. The full Audit log (team-wide view with extended history) requires the Elite plan.