{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %} {% set is_dict = managed_client is mapping %}

{{ title }}

Maintain your own client record in the consultant portal. This does not change the audit firm's client master.

{% if errors %}
{% endif %}
{% set ct = managed_client.client_type if managed_client and not is_dict else managed_client.get('client_type','Other') if managed_client else 'Other' %}
{% set stage = managed_client.relationship_stage if managed_client and not is_dict else managed_client.get('relationship_stage','managed') if managed_client else 'managed' %}
{% set st = managed_client.status if managed_client and not is_dict else managed_client.get('status','active') if managed_client else 'active' %}
Cancel
{% endblock %}