Related records turn the client workspace into a shortcut to complete, client-filtered module views rather than a collection of small preview cards.

Open a client and use Related records to choose projects, time, invoices, payment plans, recurring schedules, payments, expenses, opportunities, agreements, tickets, forms, meetings, communications, or files.

Every row in the Related records navigator is a clickable shortcut to a complete list view filtered to that client. The value at the right shows the most useful available summary for that category: a record count, time duration, or currency total. Tasks are intentionally accessed through Projects at the client level.

Select any Related records row to open that module’s full list experience, already scoped to the current client.

Each related page uses the same rich table, status treatment, columns, and record interactions as the corresponding main module. A lightweight KPI row summarizes the client-specific records without adding an unnecessary trend chart.

Related pages retain the established module experience while locking the results to the selected client.

Items normally managed in a right modal open over the related page. Full-page records open with a return path back to the client. Your filters in the main business-wide module remain unchanged because client-related views keep their own presentation state.

Use the + action on a related page to start the module’s normal creation experience with the client already selected. Contact-dependent actions ask which client contact to use.

Continue exploring Clients & contacts

Back to Clients & contacts