{% extends "ui/templates/base/layout.html" %} {% block content %}

{{ consultant.contact_person }}

{{ consultant.firm_name or 'Individual consultant' }}{% if consultant.specialisation %} • {{ consultant.specialisation }}{% endif %}

Back {% if can_manage %}Edit{% endif %}
Email
{{ consultant.email or '-' }}
Mobile
{{ consultant.mobile or '-' }}
Type
{{ consultant.consultant_type.replace('_',' ').title() }}
PAN
{{ consultant.pan or '-' }}
GSTIN
{{ consultant.gstin or '-' }}
Login user
{{ consultant.user.email if consultant.user else '-' }}
{% if consultant.address or consultant.remarks %}
Address
{{ consultant.address or '-' }}
Remarks
{{ consultant.remarks or '-' }}
{% endif %}
Status
{{ consultant.status }}
Platform partner: {{ 'Yes' if consultant.is_platform_partner else 'No' }}
Franchise partner: {{ 'Yes' if consultant.is_franchise_partner else 'No' }}
SaaS customer: {{ 'Yes' if consultant.is_saas_customer else 'No' }}
{% if can_link %}

Link client to consultant

{% endif %}

Linked Clients

{% for link in links %} {% else %} {% endfor %}
ClientRelationshipAccessStatusAction
{{ link.client.client_name if link.client else '-' }}
{{ link.client.client_code if link.client else '' }}
{{ link.relationship_type.replace('_',' ').title() }}{% if link.is_primary %}Primary{% endif %} Client {{ '✓' if link.can_view_client else '×' }} • Services {{ '✓' if link.can_view_services else '×' }} • Due {{ '✓' if link.can_view_due_dates else '×' }} • Comm {{ '✓' if link.can_view_communications else '×' }} {{ 'Active' if link.is_active else 'Inactive' }} {% if can_link %}
{% endif %}
No linked clients.
{% endblock %}