Clients
The clients block is the short list of people with something happening right now: a showing, a signature, a question that came in this morning.
What each row shows
- Initials in a circle, so a name is recognisable at a glance.
- Name.
- Detail — the one line that matters: what they are buying, selling or waiting on.
- Open — acknowledges the row.
Rows are ordered by recency of activity. All clients acknowledges the section and names the full client list.
Working with client rows
Treat the list as a prompt, not a record. If a client appears here, something moved — a document was signed, a viewing was booked, a reply arrived. The detail line tells you what.
Client records live in the systems that own them. This block does not hold notes, documents or contact history of its own.
Empty state
No client activity yet. means no client row has been updated in the period the block covers.