# Clients Overview Panel

The **Clients Overview Panel** is located on the left side of the client details page and provides quick access to essential information and actions.

### <mark style="color:red;">**1. What You’ll See**</mark>

The panel displays the following key information:

* **Client Name** – Displayed at the top.
* **Client Type** – Trader or IB.
* **Owner** – The salesperson assigned to this client (can be updated).
* **Participants** – Users involved in managing this client (can be updated).
* **Client Group** – Group classification of the client (if applicable).
* **Leads** – If converted from a lead, the original lead name will be displayed. You can click on the name to be redirected to the lead’s profile page.
* **System Tags** – Default system tags assigned automatically. For more details, refer to: [system-tags](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/5.-clients/viewing-and-editing-clients/system-tags "mention")
* **Custom Tags** – Tags for categorization or additional context. For more details, refer to: [Broken link](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/5.-clients/viewing-and-editing-clients/broken-reference "mention")\
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  ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKeirZL9iKBeiZkU4pZzI%2Fimage.png?alt=media\&token=0e9df21c-b186-4b23-b43e-122cd49b648b)

### <mark style="color:red;">2. Editing Data</mark>

You can update key fields directly from the overview panel:

1. Locate the data you want to edit.
2. Hover your mouse over the data and click the **"Edit"** icon.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHS1ATHRVpqc9g9x4ryCu%2Fimage.png?alt=media\&token=96a403a7-784f-4971-b789-474337d2fb6b)<br>
3. Select the appropriate value from the dropdown menu.
   * **Owner** – You can choose to apply the change to the client only, the client and their direct downlines, or all downlines.\
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     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FREMYFC3O5n52j0Fq8HAe%2Fimage.png?alt=media\&token=ce9169f2-cdfc-4e11-a8ee-0bc6e8a5bbb3)<br>
   * **Participants** – You can select multiple participants as needed.\
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     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHYGPOKhlyYQBc2VY4agc%2Fimage.png?alt=media\&token=4d48a422-c2af-46eb-8205-be8515a20465)<br>
4. Click **"Save"** to apply your changes.

### <mark style="color:red;">**3. Shortcuts**</mark>

The panel includes quick actions for efficient client management:

* **Create Note** – Add important notes.
* **Send Email** – Email the client directly.
* **Add Task** – Assign a follow-up task.
* **Initiate Call** – Call the client.

For more details, refer to: [admin-activities](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/5.-clients/viewing-and-editing-clients/admin-activities "mention")\
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![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnkSxWGay78dc4ft5XmQe%2Fimage.png?alt=media\&token=1a8dcd60-089c-43c4-818a-319a2a219b55)

### <mark style="color:red;">**4. Actions**</mark>

From the overview panel, you can:

* **Delete Client** – Permanently remove the client.
* **Suspend Client** – Temporarily restrict client access.

To do so:&#x20;

1. Click **"Actions"**. <br>
2. Select **"Delete"** or **"Suspend"**. \
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3. For both actions, you will be required to confirm your action by clicking **"Confirm"**.&#x20;
4. Upon deletion of a client account, you will no longer see it on the CRM.&#x20;
5. Upon suspension of a client account, you will see the **"Suspended"** status. \
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fbzd3maOvQfRq75vaWJiH%2Fimage.png?alt=media\&token=c5fe9fdd-60ae-426e-bc47-5dcf85779e31)
6. To unsuspend an account, simply follow the same steps. <br>
