{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}
Clients maintained by you in the consultant portal. These records do not modify the audit firm client master.
| Client | Contact | PAN / GSTIN | Stage | Status | Conversion | Action |
|---|---|---|---|---|---|---|
|
{{ row.client_name }}
{{ row.client_code or '-' }}{% if row.trade_name %} • {{ row.trade_name }}{% endif %}
|
{{ row.contact_person_name or '-' }}
{{ row.mobile or row.email or '-' }}
|
{{ row.pan or '-' }}
{{ row.gstin or '-' }}
|
{{ row.relationship_stage.replace('_', ' ').title() }} | {{ row.status.replace('_',' ').title() }} |
{{ row.conversion_status.replace('_',' ').title() if row.conversion_status else 'Not Requested' }}
{% if row.linked_firm_client_id %} Linked to firm client {% endif %}
|
Open |
| No managed clients found. | ||||||