{% set linked = payload.linked_clients_page %} {% set meta = linked.meta %}

Linked Firm Clients

Firm clients explicitly linked to your consultant profile.

{{ meta.total }} client{% if meta.total != 1 %}s{% endif %}
{% for row in linked.rows %} {% set client_status = (row.client.status or 'inactive')|lower %} {% endfor %}
Code Client Name PAN Client Group Status
{{ row.client.client_code or '-' }}
{{ row.client.client_name }}
{% if row.client.trade_name and row.client.trade_name != row.client.client_name %}
{{ row.client.trade_name }}
{% endif %}
{{ row.client.pan or '-' }} {% if row.client_group_name %}
{{ row.client_group_name }}
{% if row.client_group_code %}
{{ row.client_group_code }}
{% endif %} {% else %}-{% endif %}
{% if client_status == 'active' %} Active {% else %} {{ client_status.replace('_',' ').title() }} {% endif %}

Managed Clients

Clients maintained separately within the consultant workspace.

View all