Admin only Clients is not open to your role

Client identity — who ordered a report, who it is addressed to, and what a firm has on standing instruction — is held to Admin and Super Admin. Your own orders carry the property, the fieldwork contacts and your fee. ← Back to My Orders

Clients {{countLabel}}

Sort

{{createFromQueryLabel}} No match in the directory — add it

No match Nothing in the directory matches that.

Person

Contact

Phone {{p.phone}}

Alternate {{p.altPhone}}

Mailing address {{p.address}}

Affiliation history

Broker standing

Follows the person, across every firm

Estimates converted {{p.conv}} {{p.convDetail}}

Score {{p.scoreLabel}}

Firm rollup — {{p.currentOrg}} {{p.firmRollup}}

Broker standing {{p.notRankedReason}}

Order history

Every file this person placed, across firms

File Property Firm at the time Date Fee

at the time — snapshot

Each row shows the firm recorded on the order when it was placed. Those snapshots never change — moving firms adds an affiliation, it does not rewrite history.

Who may act for them

Their own authorisations — read only

This list is written by the client in their own login and by nobody here — not Admin, not Super Admin. We show it so you can see why an email did or did not reach their file. To change it, ask them to change it.

Person Authority Standing Activity

{{p.dgConfirmed}} A removed authorisation stays on this list: everything done under it keeps the name of the person who did it, and is never re-attributed to the client.

One authorisation here has gone quiet. Worth raising on the next call — an assistant who has left a firm keeps full access until the client removes them. Say it as a question, never as an instruction, and never remove it for them.

Awaiting client

Pre-appraisals they have not decided on

{{p.awaitingCountLabel}} · neither open nor closed

A range was given on the phone and nothing was decided. It left Triage because nobody here owes an action — and it is a fact about this person, not a task about an address, which is why it lives here.

Request Property Range given Follow-up

The date has passed and nothing swept it — the rule has no runner yet.

Two things wake one of these, and only two: they do — a call, an email or an order, which surfaces as continuing the old request rather than as new work — or the review date does, which raises one dated call for the person who gave the range, never a row back into the queue. Two unanswered follow-ups and it lapses, with nobody's name against a decision they did not make.

Three awaiting is the signal, not the backlog. We give this person ranges and they do not convert. That is worth knowing before the next request arrives, and it is exactly what folding these into open or closed would have destroyed.

Organisation

Firm conversion {{o.conv}} {{o.convDetail}}

Contact

Phone {{o.phone}}

Email {{o.email}}

Website {{o.website}}

Office address {{o.address}}

Roster

Nobody on file at this organisation.

Nothing on file yet.

{{o.uploadLabel}} Drop a file here, or

Report requirements {{o.noReqReason}}

Organisation — where they work today

No match. Add the organisation first, then the person.

First Name

Last Name

Organisation name

Type {{editTypeNote}}

Phone

Alternate Phone

Website

Unit #

Address

City

Province

Postal code

Changed firms

Closing {{moveFromOrg}} {{moveFromRange}}

New organisation

Nothing matches. Type a full name to create it.

Effective

New login email

Note