🇸🇦AR
Client profile
A detailed client profile with contacts, a moments feed and tasks.
Architecture and functionality: Client profile
A detailed client profile with contacts, a moments feed and tasks.
1. Profile
Anna's card shows the New status, phone, email, channel and creation date. Edit opens the details for changes, while Open chat leads to the conversation.
2. Moments
The Moments tab lets the team record important client events through a text field. With no entries yet, the No moments empty state is shown.
3. Tasks and navigation
The neighbouring Tasks tab collects assignments related to the client. A Back link returns to the client list in the CRM section.