Viewing Shop-Wide Client Relationships

Open Clients from the shop workspace to inspect a client relationship across the shop.

1. Switch to the correct shop and choose Clients in phone navigation.
2. Review Active, Archived, search, and Filters. Confirm the client identity before opening View.
3. Expand the client's sheet to inspect Profile, Activity, and Files controls.
4. Open Manage client to inspect available actions. The owner menu includes New project, Export client data, and Archive client.

If you see Failed to load clients, clear the search and filters, then try opening the client from the list. Contact support if the error continues. Avoid adding a duplicate client.

Updated on: 10/09/2026