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Client Detail

The client detail page shows contact information and helps you keep project relationships organized.

What this is for​

After adding a client to your directory, open their detail page to review contact fields and see how the client connects to your workflow.

Who can use this​

Owners, admins, and members can view and edit client details. Project guests do not access the Clients area.

How to open a client​

  1. Go to Clients in the management menu.
  2. Select a client name from the list.
  3. The client detail page opens.

What you will see​

  • Name, email, phone, and address
  • Options to edit or delete the client
  • Context for how the client is used across projects (where shown in your workspace)

How to edit from detail​

  1. Select Edit.
  2. Update contact fields.
  3. Save.

Changes apply to future projects. Existing projects keep the client name linked at save time.

What happens next​

Notes​

  • Client records are shared across your company workspace.
  • Do not store information you are not permitted to keep in LiftOff.
Recommended visual

Screenshot: Client detail page with contact fields and a short list of linked demo projects.