Client Record Details

When you select an organisation or individual from the Organisations or Individuals tabs, a side panel opens showing the details for that record. This panel contains all configuration and reference information held for the organisation or individual, regardless of relationship type.

Organisation side panel

General record information such as internal reference, date of incorporation, year-end, account manager, registered and postal addresses, primary contact details, and linked individuals or organisations.
Service-related information for services such as Accounts, Confirmation Statement, Tax Return, VAT, Payroll, CIS, and Bookkeeping. Lightning symbols appear next to certain fields to indicate the minimum information required for Smart Tasks to be generated for that service.

Individuals side panel

General record information such as name, email address, postal address, internal reference, account manager, and linked organisations.
Tax return–related information, including trading start date and whether a tax return is required.

You can edit fields directly within the side panel. Changes are saved by clicking the tick icon next to the amended field. Where sufficient information is present for a service and the record has a client relationship then Smart Tasks will be created automatically in line with the Smart Task configuration.

Tip: Organisation records can contain a large amount of information. If you need more space, use the expand button at the top of the side panel to open the record in a full-screen view

Notes on Clients

You can add internal notes to any client record:

Open the side panel for the client.
Enter a note in the Notes field. A note icon will appear in the list view.

Display Options:

Hover over the icon to see a preview of the first line.
Use the Column Chooser to display the full note field in the client list.

This helps maintain shared context across team members, for example “client only wants calls on Tuesdays” or “sensitive fee discussion underway”.