All Clients
CLIENT_MANAGEMENT permission required
The All Clients page is the master list of every client your organisation has on record. From here you can search, filter, view, and manage all client profiles.
Client List
The client list displays:
| Column | Description |
|---|---|
| Client ID | Unique identifier for the client (e.g. C-123) |
| Name | Full name or business name — business profiles are labelled (Business Profile). Shows a follow-up badge if a follow-up is scheduled |
| Primary contact email | |
| Phone | Primary phone number |
| Branch | The branch the client is assigned to |
| Added By | The staff member who created the client profile |
| Assignee | The case officer managing this client (can be updated via the inline assignee control) |
| Last Updated | Date and time the client record was last modified |
Searching and Filtering
Use the search bar to find clients by name, email, or phone number.
Use the filter bar to narrow results by:
- Status —
Active(current clients) orClosed(former clients) - Type —
All(individual and business) orBusiness(business profiles only)
For more advanced filtering options, click More Filters to access the Advanced Filter page.
Actions
| Action | Description |
|---|---|
| Add Client | Create a new individual or business client profile |
| Import Clients | Bulk upload client records via CSV |
| View Details | Click a client row to open their full profile |
Client Profile
Click on a client's name or ID to open their full profile at the Summary tab, which also includes:
Personal Information
- Full name, date of birth, gender
- Nationality and country of birth
- Passport details
Contact Details
- Email addresses (primary and secondary)
- Phone numbers
- Current residential address
Applications
All visa, admission, and skill assessment applications linked to this client, including their current status.
Documents
All documents uploaded for this client, organised by application.
Agreements
Signed service agreements, declarations, and Form 956 appointments.
Notes & Activity
A chronological log of all interactions, notes, and status changes for this client.
Invoices
All invoices raised for this client and their payment status.