The Client View Page in Taskip provides a centralized interface to view and manage all information related to a specific client. It combines contact details, business interactions, and activity tracking into a single workspace.
Client Profile Section
Description
Displays core client information and contact details.
Example Data
- Name: Khairul Bashar
- Email: khairulba@gmail.com
- Phone: 1620990841
- Company / ID: 1216
- Tags: N/A
About This Contact
Includes:
- Contact information
- Tags
- Additional details
- Custom fields (if available)
Details Section
Displays extended client information such as:
- Notes
- Business context
- Custom attributes
Tabs and Modules
The Client View Page is divided into multiple tabs for structured access:
Timeline
Description
Tracks all activities related to the client.
Includes:
- Client creation
- Updates
- Interactions
- System actions
Deal
Description
Displays all deals associated with the client.
Use Cases:
- Track sales pipeline
- Monitor deal progress
- Manage opportunities
Project
Description
Shows all projects linked to the client.
Capabilities:
- View project status
- Track progress
- Access deliverables
Invoice
Description
Displays all invoices associated with the client.
Capabilities:
- View billing history
- Track payment status
- Access invoice details
Quotation
Description
Lists all quotations created for the client.
Capabilities:
- Review proposals
- Track approval status
- Manage pricing discussions
File
Description
Stores all files related to the client.
Examples:
- Documents
- Attachments
- Deliverables
Note
Description
Internal notes for team collaboration.
Use Cases:
- Add reminders
- Store client-specific information
- Share internal updates
Welcome Wizard
Description
Guided onboarding flow for new clients.
Purpose:
- Collect initial requirements
- Set up onboarding steps
- Improve client experience
History
Description
Displays audit logs and system-generated activities.
Example Entry:
- Date: Apr 16, 2026
- Time: 09:17 AM
- Action: Created by Khairul Bashar Shamim
System Behavior
- All client-related data is centralized in one view
- Tabs dynamically display linked data
- Timeline and History track all activities
- Updates reflect in real time across modules
Use Cases
- Manage client relationships
- Track projects and deals
- Monitor invoices and payments
- Store and access client files
- Maintain communication history
Best Practices
- Keep client details updated
- Use notes for internal communication
- Track all activities via timeline
- Link projects and deals properly
- Use tags for segmentation
Summary
The Client View Page in Taskip provides a complete 360 degree view of a client by combining profile details, business interactions, and activity tracking. It enables efficient client management and ensures all relevant data is accessible in one place.