How to View a Client Card?

When you need to get complete information about a client, viewing the card helps see all data and communication channels in one place. This instruction will help you open detailed information about a client.

When It Will Be Useful

You need to view complete information about a client.
You need to see all client communication channels.
You need to get access to editing client data.

What's Important to Know

Client card — side panel with detailed information about a client.
This is the same card that opens in the Operator Panel when viewing a dialog with the client — the Clients and OperatorLine modules are connected.
The card displays main data (name, email, phone) and editing capability.
From the card, you can navigate to dialogues with the client in different channels.

For more on card sections: Client card sections.

Before You Start

You are logged in with operator rights or higher.
You have navigated to the Clients module via Menu -> Clients.
There is at least one client in the table.

Step-by-Step Instructions

In the "Clients" module, find the needed client in the table.
Click the "Edit" icon (pencil) in the client row — the "Details" side panel opens on the right with complete information about the client.
In the side panel, review the information:
- Main data: name, email, phone.
- Comments and tags: additional information about the client.
- Communication channels: list of all channels through which the client interacts with the system.

What Happens After

You see complete information about the client and can perform various actions: edit data, navigate to dialogue, manage subscription to mailings.

How to Verify Everything Worked

Check that the side panel opened with correct information about the client.
Verify that all data displays correctly.
Try performing actions from the card (editing, navigating to dialogue).