{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}

{{ managed_client.client_name }}

{{ managed_client.client_code or 'Managed client' }}{% if managed_client.trade_name %} • {{ managed_client.trade_name }}{% endif %}

Client Type
{{ managed_client.client_type }}
PAN
{{ managed_client.pan or '-' }}
GSTIN
{{ managed_client.gstin or '-' }}
Contact Person
{{ managed_client.contact_person_name or '-' }}
Mobile
{{ managed_client.mobile or '-' }}
Email
{{ managed_client.email or '-' }}
Stage
{{ managed_client.relationship_stage.replace('_',' ').title() }}
Status
{{ managed_client.status.replace('_',' ').title() }}
Active
{{ 'Yes' if managed_client.is_active else 'No' }}

Firm Client Conversion

Conversion Status
{{ managed_client.conversion_status.replace('_',' ').title() if managed_client.conversion_status else 'Not Requested' }}
Requested On
{{ managed_client.conversion_requested_at_utc.strftime('%d-%m-%Y %H:%M') if managed_client.conversion_requested_at_utc else '-' }}
Linked Firm Client
{% if managed_client.linked_firm_client %}{{ managed_client.linked_firm_client.client_name }}{% else %}-{% endif %}
{% if managed_client.conversion_notes %}
Consultant notes:
{{ managed_client.conversion_notes }}
{% endif %} {% if managed_client.conversion_firm_notes %}
Firm response:
{{ managed_client.conversion_firm_notes }}
{% endif %} {% if can_request_conversion %}
{% endif %}

Address

{{ [managed_client.address_line_1, managed_client.address_line_2, managed_client.city, managed_client.state, managed_client.pincode, managed_client.country] | select | join('\n') or '-' }}

Service Interest / Notes

Service Interest
{{ managed_client.service_interest or '-' }}
Notes
{{ managed_client.notes or '-' }}
{% endblock %}