Client account Overview page reference
Table of Contents
This article lists the fields and sections on the Overview page of the client account profile : the Account section, and the Overview section’s six tabs—Client to-do’s, Jobs & tasks, Communication, Docs, Billing, and Activity.
Note
Not all sections may be available to all team members. Access depends on the team member’s access rights and system role .
Account overview
The Overview tab is organized into two sections: Account and Overview.
Account section
The Account section shows key account information, including account notes, roles, contact information, and other settings. It also lets you follow or unfollow the account and see when the client last logged in.
| Element | Description |
|---|---|
| a. Notes | Account notes displaying the most recent at the top and a pinned note displayed first, if one exists. Click a note to edit it or pin it. You can also create a new note or view all existing notes for the account. |
| b. Tags & custom fields | Provides a quick overview of tags, team members, and account custom field values. Click View to view more details on the Info page. |
| c. Account roles | Shows the account roles and the team members allocated to each role. Click View all to view more details on the Info page. |
| d. Contacts | Shows the contacts linked to the account, along with their primary phone, email, last login, and contact settings (login, notify, email sync, signatory). Click View all to see all contacts and their details on the Info page. |
Overview section
The Overview section groups the account’s information—to-do’s, jobs, communication, docs, billing, and activity—into separate tabs.
Tip
Click the pin icon
to set that tab as your default view on every client account. You can pin only one tab at a time. | Tab | Description |
|---|---|
| a. Client to-do’s | At the top, you can see Pending—these are items requiring action from the client, like pending organizers, unanswered chats, unpaid invoices. Columns shown are Type, Name, Action (what the client needs to do), and Modified (when the item was last updated). Click the item’s name to open it. At the bottom, you can see Recently completed—these are items that have been already processed by the client. This helps you quickly react to them (e.g., if the proposal was signed, you can send the invoice). |
| Tab | Description |
|---|---|
| b. Jobs & tasks | Work that requires action from your team. Active jobs displays in-progress jobs with their pipeline, stage, status, internal deadline, and due date. Active tasks lists tasks with their linked job, assignee, status, priority, and due date. Completed jobs and Completed tasks show the same details for jobs and tasks that have already been finished, with a completion date in place of the due date. |
| Tab | Description |
|---|---|
| c. Communication | Recent chat, email, and SMS messages, with Type, Subject, Message preview, and Date columns, most recent at the top. |
| Tab | Description |
|---|---|
| d. Docs | Shows the account’s Recent uploads, with counts for Pending signature, Partially signed, and the Last signed document at the top. Each row shows the document’s name, status, tags, and when it was last modified, along with an icon indicating the document’s access level. Hover over the icon to see its description. |
| Tab | Description |
|---|---|
| e. Billing | Displays billing information such as:
|
| Tab | Description |
|---|---|
| f. Activity | The most recent system events related to the account, shown as Type, Item, Action, and Date columns—such as invoice status changes, proposal reminders and views, and email notifications sent. |
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