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.

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