{% extends "ui/templates/base/layout.html" %} {% block content %}
Review consultant-managed clients requested for conversion into firm client master.
| Managed Client | Consultant | PAN / GSTIN | Status | Requested | Action |
|---|---|---|---|---|---|
|
{{ row.client_name }}
{{ row.client_code or '-' }}{% if row.linked_firm_client %} • Linked: {{ row.linked_firm_client.client_code }}{% endif %}
|
{{ row.consultant.firm_name or row.consultant.contact_person if row.consultant else '-' }} | {{ row.pan or '-' }} {{ row.gstin or '-' }} |
{{ row.conversion_status.replace('_',' ').title() }} | {{ row.conversion_requested_at_utc.strftime('%d-%m-%Y') if row.conversion_requested_at_utc else '-' }} | Review |
| No conversion requests found. | |||||