Within each project, you'll find a CLIENT RECORD tab towards the top right of your screen, just behind the "more options" menu. Here you'll find specific fields for contact information, among other details.  

The Client Tab also houses:

  • Documents, such as proposals, quotes, contracts, invoices and questionnaires that have been sent to this client.

  • Private notes on this project, event or client

  • An activity log

Please note, if you're using Aisle Planner to collaborate with your clients and have invited them into your account, your clients won't see or have access to this tab.

Additionally, if this project was created from a lead record, any information that was added to the lead record will also appear here in the client tab for this project.

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