{% set linked = payload.linked_clients_page %} {% set meta = linked.meta %}
Firm clients explicitly linked to your consultant profile.
| 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 %} |
| No linked firm clients match the selected filters. | ||||
Clients maintained separately within the consultant workspace.