A client's page
Open any client to see everything about that one account in one place: its drift, its agreement, its people, and its history.
Most of the app is org-wide, but sometimes you want everything about a single client in one place. Click a client's name anywhere (the Exceptions screen's client bars, the sidebar's Top clients, the Clients list, or Mapping) to open its page.
Globex Corp
One client's page: its drift, people, devices, and pools
- Under-billedMicrosoft 365 Business Premium+$130.00
- Under-billedAcronis Cyber Protect+$54.00
- Wrong planMicrosoft 365 Business Standard+$22.00
What's on it
A client's page gathers that client's surfaces into tabs:
- Overview: the same entries as Exceptions, scoped to this one client.
- Agreement: what this client's managed fee covers, its contract lines, and its term commitments.
- Licenses: this client's per-user view, person by person.
- History: this client's durable memory: the gaps you've marked expected, the ones due a re-check, and the lines that tied out clean.
- Settings: per-client options, so you can tune one account without touching the rest.
The chain evidence, which vendor accounts and product mappings feed this client, is one link away on Overview ("how this client's billing ties together"), and device coverage lives on its own surface when it's switched on.
Why it's useful
When a client asks "what am I paying for?" or you're prepping a QBR, the client's page is the single view that answers it: the money drifting, the licenses per person, the devices, and the renewals coming up, all for that account.