# Delivery, Clients & Units Updates

## Overview

These three sections let the team log internal status updates, each scoped differently:

<table id="bkmrk-section-purpose-deli"><thead><tr><th>Section</th><th>Purpose</th></tr></thead><tbody><tr><td>**Delivery Updates**</td><td>Log which units have been delivered or reached a construction milestone.</td></tr><tr><td>**Clients Updates**</td><td>Record any change to a client's personal information or client-related data.</td></tr><tr><td>**Units Updates**</td><td>Log any change made to a unit's specifications.</td></tr></tbody></table>

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## Delivery Updates

Used to track unit handovers to clients — logging which units have been delivered, which are pending, and what's scheduled next.

> 💡 **Example:** Unit A has been handed over to the client, Unit B is scheduled for handover next month — the team logs this to keep a clear record of which units have been delivered and which are still pending.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/X0Pimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/X0Pimage.png)

### Timeline View

Each entry shows:

- Posted by / Posted at
- **Project**, **Building**, **Units** affected
- Any attached image
- **Delete** button

Use **Add an Update** (top right) to create a new entry.

### Create Form — Fields

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Title of the update.</td></tr><tr><td>**Content**</td><td>✅</td><td>The update details.</td></tr><tr><td>**Project**</td><td>✅</td><td>The project this update relates to.</td></tr><tr><td>**Type**</td><td>✅</td><td>The delivery update type (configured in Customer Service Settings → Delivery Updates Types).</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach a video link.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Attach images.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Attach a logo/image.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/QSgimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/QSgimage.png)

### Filters

<table id="bkmrk-filter-description-c"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Creation Date**</td><td>Filter by date (From / To).</td></tr><tr><td>**Project**</td><td>Filter by project.</td></tr><tr><td>**Building**</td><td>Filter by building.</td></tr><tr><td>**Units**</td><td>Filter by unit.</td></tr><tr><td>**Types**</td><td>Filter by update type.</td></tr></tbody></table>

---

## Clients Updates

Used to record any change or update related to a client's information — for example, a change of address, updated contact details, or any other client-specific data that needs to be logged and communicated.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/VZQimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/VZQimage.png)

### Timeline View

Each entry shows the same details as Delivery Updates, plus a **View Files** button to access any attached files.

Use **Add an Update** to create a new entry.

### Create Form — Fields

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Title of the update.</td></tr><tr><td>**Content**</td><td>✅</td><td>The update details.</td></tr><tr><td>**Project**</td><td>✅</td><td>The project this client is associated with.</td></tr><tr><td>**Type**</td><td>✅</td><td>The client update type (configured in Customer Service Settings → Client Updates Types).</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach a video link.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Attach images.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Attach a logo/image.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach supporting files.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/Wr1image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/Wr1image.png)

### Filters

<table id="bkmrk-filter-description-c-1"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Creation Date**</td><td>Filter by date (From / To).</td></tr><tr><td>**Project**</td><td>Filter by project.</td></tr><tr><td>**Building**</td><td>Filter by building.</td></tr><tr><td>**Types**</td><td>Filter by update type.</td></tr></tbody></table>

---

## Units Updates

Used to log any change made to a unit's specifications — for example, if the unit's space was modified, or if two units were merged into one. These are unit-specific and tied directly to the unit's full hierarchy (Project → Building → Building Segment → Unit).

> 💡 **Examples:** Unit space was changed, two units were merged, a structural modification was made.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/t93image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/t93image.png)

### Timeline View

Each entry shows the full unit path (e.g., *Project (Elite Living) &gt; Building (B1) &gt; Building Segment (B01-G-105) &gt; Unit (B01-G-105)*), plus the content, type, **Delete**, and **View Files**.

Use **Add an Update** to create a new entry.

### Create Form — Fields

<table id="bkmrk-field-required-descr-2"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Title of the update.</td></tr><tr><td>**Content**</td><td>✅</td><td>The update details.</td></tr><tr><td>**Type**</td><td>✅</td><td>The unit update type (configured in Customer Service Settings → Unit Updates Types).</td></tr><tr><td>**Project**</td><td>✅</td><td>The project this unit belongs to.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Attach a logo/image.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach supporting files.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/6WIimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/6WIimage.png)

### Filters

<table id="bkmrk-filter-description-u"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Unit Name**</td><td>Filter by unit.</td></tr><tr><td>**Client**</td><td>Filter by client.</td></tr><tr><td>**Created At**</td><td>Filter by creation date.</td></tr></tbody></table>