# Client Details

## Overview

Clicking on a client's name opens the **Client Details** page — a full view of all information, history, and actions related to that client.

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## Client Information Fields

<table id="bkmrk-field-description-cl"><thead><tr><th>Field</th><th>Description</th></tr></thead><tbody><tr><td>**Client ID**</td><td>Unique identifier assigned to the client.</td></tr><tr><td>**Name (Arabic)**</td><td>Client's name in Arabic.</td></tr><tr><td>**Name (English)**</td><td>Client's name in English.</td></tr><tr><td>**Mobile**</td><td>Contact number.</td></tr><tr><td>**Email**</td><td>Email address.</td></tr><tr><td>**Broker / Broker Agent**</td><td>If referred by a broker or agent, their details appear here.</td></tr><tr><td>**Sales Team**</td><td>The salespeople responsible for this client, with their contact info.</td></tr><tr><td>**Notes**</td><td>Any notes recorded about the client.</td></tr><tr><td>**Files / Private Files**</td><td>Upload and view documents related to the client.</td></tr></tbody></table>

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## Available Actions from the Client Profile

<table id="bkmrk-action-description-c"><thead><tr><th>Action</th><th>Description</th></tr></thead><tbody><tr><td>**Client Update History**</td><td>View a log of all changes made to the client's profile.</td></tr><tr><td>**Sell Unit**</td><td>Start the unit sale process for this client.</td></tr><tr><td>**Add EOI**</td><td>Register an Expression of Interest for a unit.</td></tr><tr><td>**Payment History**</td><td>View all payment transactions linked to this client.</td></tr><tr><td>**Client History**</td><td>Review the full interaction history with this client.</td></tr><tr><td>**Unit Actions History**</td><td>Track all updates and interactions related to units the client is interested in.</td></tr><tr><td>**Create Client Requests**</td><td>Submit a new request on behalf of the client.</td></tr><tr><td>**View Client Tickets**</td><td>See all support tickets linked to this client.</td></tr><tr><td>**View Client EOIs**</td><td>See all Expressions of Interest submitted by or for this client.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/ivvimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/ivvimage.png)

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## Client Tickets

Scrolling down, you'll find a list of all **support tickets** related to this client, showing:

- Ticket Number
- Type
- Name
- Phone
- Communication Method

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## Client EOIs (Expression of Interest)

Also visible on this page — all EOIs submitted for this client, showing:

- EOI Serial
- Project
- Creator
- Salesperson
- Broker
- EOI Status

![](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/embedded-image-4imrloyp.png)