Client List Page

The Client List page is your primary interface for browsing, searching, and managing all client records. It supports two view modes, advanced filtering, segment-based quick filters, bulk actions, and a quick preview system for inspecting client details without leaving the list.

View modes

Use the toggle buttons in the filter bar to switch between two view modes. Your preference is saved to localStorage and restored automatically on your next visit.

Table view

A desktop-optimised data table with the following columns:

• Client — Avatar (initials or uploaded image), display name, client number (e.g., CLT-2026-1430451a2b), and a favourite star toggle
• Type — Colour-coded chip showing Company, Individual, or Venue
• Status — Chip displaying Active, Inactive, or Archived
• Portal — Node status chip: Active (green), Invited (orange), or No Portal (grey)
• Primary Contact — Contact name and email address
• Projects — Total project count
• Revenue — Lifetime revenue formatted in the client's currency
• Health — Colour-coded progress bar with the numeric score (0–100)
• Last Project — Relative date (e.g., "3 days ago", "2 months ago")
• Actions — View, edit, quick contact, and archive options

Card view

A responsive grid layout that displays each client as a card. Cards are arranged in a four-column grid on large screens, three columns on medium, two on small, and a single column on mobile. Each card shows:

• Health score avatar (colour-coded ring around the client's initials or image)
• Client name and client number
• Favourite star toggle
• Status and type chips
• Total projects count and lifetime revenue
• Last project date
• Health score progress bar
• Pricing tier badge (Standard, Preferred, VIP, or Custom)
• At-risk badge — displayed when the churn_probability exceeds 0.7
• Category chips

Filter system

The filter bar at the top of the page provides both basic and advanced filtering options.

Basic filters

• Search — Free-text search across client name, contact name, email, and client number. Uses a 300ms debounce to avoid excessive server requests while you type.
• Status — Dropdown to filter by Active, Inactive, Prospect, or Archived
• Type — Dropdown to filter by Company or Individual
• Category — Multi-select dropdown with closable chips for categories such as Festival, Corporate, Wedding, Concert, Theatre, Exhibition, Sports Event, and Conference

Advanced filters

Click Show Advanced Filters to expand an additional row of controls:

• Pricing Tier — Filter by standard, preferred, vip, or custom
• Health Score — Filter by range: Excellent (90–100), Good (70–89), Fair (50–69), or Poor (0–49)
• Risk Level — Filter by low, medium, or high
• Sort By — Options include Name (A–Z), Name (Z–A), Total Revenue (High–Low), Total Revenue (Low–High), Last Project (Recent), Health Score (High–Low), and Recently Added

Use the Clear All button to reset every filter to its default value.

Segment quick filters

Below the filter bar, a row of clickable chip buttons lets you instantly filter clients by pre-defined segments. Each chip displays the segment name and a count:

• All Clients — Shows the total client count with no filters applied
• VIP — Clients with pricing_tier set to vip
• High Value — Clients sorted by total revenue (highest first)
• At Risk — Clients with a health score below 50
• New — Recently created clients sorted by creation date
• Inactive — Clients with status set to inactive

Bulk actions toolbar

When you select one or more clients using the checkboxes, a fixed toolbar slides up from the bottom of the screen. The toolbar displays the number of selected clients and offers three bulk actions:

• Email — Open the email composer pre-addressed to all selected clients
• Add Category — Assign a category to all selected clients in one operation
• Export — Export selected client records as a CSV or Excel file

Click the close icon on the toolbar to deselect all clients and dismiss the toolbar.

Header actions

The page header displays the total and active client counts alongside several action buttons:

• Add Client — Opens the client creation form (desktop button; on mobile, a floating action button appears in the bottom-right corner)
• Bulk Invite to Portal — Send portal invitations to multiple clients at once
• Import — Import client records from a CSV file
• Export — Export the full client list with all fields

Quick preview

Clicking a client's client number (e.g., CLT-2026-1430451a2b) opens a quick preview dialog without navigating away from the list. The preview includes:

• Header with avatar, name, client number, and status
• Notice banner (if a client notice exists)
• Contact information (email, phone, website)
• Financial summary (revenue, outstanding balance, credit available)
• Contacts summary with stacked avatars
• Projects summary with status chips
• Health score, risk level, and churn probability
• Tags and internal notes preview

Empty state

When no clients match the current filters, a friendly empty state is displayed. If filters are active, the message reads "No clients found" with a Clear Filters button. If no clients exist at all, the message reads "No clients yet" with an Add Client button to get you started.

Next steps

Continue to the next article to learn how to create a new client using the five-tab creation form.