{% set linked = payload.linked_clients_page %} {% set filters = linked.filters %} {% set meta = linked.meta %}

Linked Firm Clients

Firm clients explicitly linked to your consultant profile.

{{ meta.total }} client{% if meta.total != 1 %}s{% endif %}
Clear
{% for row in linked.rows %} {% else %} {% endfor %}
Code Client Name PAN Client Group Role Status
{{ row.client.client_code or '-' }}
{{ row.client.client_name }}
{% if row.client.trade_name and row.client.trade_name != row.client.client_name %}
{{ row.client.trade_name }}
{% endif %}
{{ row.client.pan or '-' }} {% if row.client_group_name %}
{{ row.client_group_name }}
{% if row.client_group_code %}
{{ row.client_group_code }}
{% endif %} {% else %}-{% endif %}
{{ row.relationship_label }} {% if row.client.status == 'active' %} Active {% else %} {{ (row.client.status or 'inactive').replace('_',' ').title() }} {% endif %}
No linked firm clients match the selected filters.
{% if meta.total %} Showing {{ ((meta.page - 1) * meta.per_page) + 1 }} to {{ meta.total if meta.page * meta.per_page > meta.total else meta.page * meta.per_page }} of {{ meta.total }} clients {% else %}No clients found{% endif %}
{% if filters.client_group_id %}{% endif %}
{% set query = namespace(value='tab=clients&linked_q=' ~ (filters.q|urlencode) ~ '&linked_status=' ~ (filters.status|urlencode) ~ '&linked_per_page=' ~ meta.per_page ~ '&linked_sort_by=' ~ (filters.sort_by|urlencode) ~ '&linked_sort_order=' ~ (filters.sort_order|urlencode)) %} {% if filters.client_group_id %}{% set query.value = query.value ~ '&linked_group_id=' ~ filters.client_group_id %}{% endif %} {% if meta.page > 1 %}Previous{% endif %} {% for number in range(1, meta.pages + 1) %} {% if number == meta.page %} {{ number }} {% elif number == 1 or number == meta.pages or (number >= meta.page - 2 and number <= meta.page + 2) %} {{ number }} {% elif number == meta.page - 3 or number == meta.page + 3 %}{% endif %} {% endfor %} {% if meta.page < meta.pages %}Next{% endif %}

Managed Clients

Clients maintained separately within the consultant workspace.

View all