The Client Profile gives you a centralized view of each client’s information, associated contacts, projects, and tasks. Keeping these profiles up-to-date helps you maintain organized records and improves client management.
Why it matters
Accurate client profiles help streamline communication, track project history, and prepare invoices with correct contact and company details.
How to access a client profile
Navigate to the Clients tab.
You can open a client profile by:
Clicking directly on the client row
Clicking the three dots on the right-hand side of the client row and selecting View Profile
What you can manage in the Client Profile
The Client Profile allows you to view and update:
Basic client information (added during setup)
Company Name
Primary Contact Name
Primary Contact Email
Primary Contact Phone Number
Additional client details (editable in the profile)
Trade Name (DBA or name different from Company Name)
Company Website
Work Locations (if the client operates in multiple regions)
Client Notes (internal notes about preferences, billing history, etc.)
Manage associated work
From the Client Profile, you can also:
View and manage all projects associated with the client
See and create tasks linked to the client
Track progress and status updates from a centralized location
Tip: Use the Client Notes section to record details that improve service delivery and client satisfaction, like preferred meeting times or project feedback. Click here to learn how to add client notes.