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CA Cloud Desk

Client Desk (CRM)

Use Client Desk to see your complete client list in one screen—status, receivables, tags, team, services and more—so you can quickly search, filter and decide the next action.

Overview

The Client Desk screen is the dashboard of your CRM module. It lists every client with key fields like contact details, compliance identifiers, receivables and tags so that partners and team members can take decisions without opening the detailed client master.

Client Desk screen in CA CloudDesk CRM with list of clients and summary widgets
Client Desk — complete list of clients with search, filters and status cards.

Steps: Open Client Desk

Path: Login → CRM (left panel) → Client Desk
  1. Login to CA CloudDesk Partnerdesk.
  2. From the left panel, click CRM.
  3. The Client Desk tab opens with the client list and three status tabs — Active, Inactive, Deleted.

Active, Inactive, Deleted clients

At the top of Client Desk you will see three tabs that control which clients are shown:

  • Active – all currently working clients. This is the default tab and should be used for day‑to‑day work.
  • Inactive – clients where work has been stopped or paused but records are kept for reference.
  • Deleted – clients marked as deleted. Used mainly for audit trail; actions are restricted as per rights.
Active tab of Client Desk showing client list with columns like file no, firm name and receivables
Client Desk — Active clients tab with column‑wise information.

Client Desk columns

Each row in Client Desk represents one client. The main columns are:

Column What it shows How you use it
File No. Internal file number allotted to the client. Match with your physical / legacy file numbers for easy reference.
Firm Name Name of the client or firm. Usually clickable to open detailed screens. Click to open the client profile or View Client screen when you need more details.
Email Id Primary email ID saved in the client master. Verify or copy while sending e‑mails, notices or portal registrations.
Mobile No. Main mobile number of the client / contact person. Confirm contact details before calling or creating WhatsApp groups.
Alternate Mobile No. Second mobile number, if maintained. Use when the primary number is not reachable.
GSTIN GST registration number linked to the client. Cross‑check while filing returns or downloading data from GST portal.
Tags Custom labels such as “Priority”, “High Receivable”, “Group A”. Filter or visually identify special category clients.
Team Name of team / partner / owner responsible for this client. Quickly see ownership and workload distribution.
PAN Number PAN of the client or proprietor / company. Use while filing income tax returns or verifying compliance.
Receivables Outstanding balance from this client (for example ₹ 1,180.00 Dr). Identify clients with pending amounts before taking new assignments or giving discounts.
Enable A toggle indicating whether the client is enabled for operations. Switch off to temporarily stop tasks / billing for that client as per your rights.
Authorized signatory Name of the authorized signatory saved in the master. Refer while preparing letters, resolutions or filings that require signatory details.
Services Summary of services mapped to this client. Understand at a glance which services are running before opening detailed screens.
Constitution Type of entity – Individual, Partnership, Company, Trust, etc. Ensure you are applying correct compliance rules based on entity type.
City Client’s city as per address. Filter for city‑wise communication or partner allocation.
DSC Expiry Date Next expiry date of client’s digital signature certificate (if linked). Proactively plan DSC renewals and reminders.
Notes Short internal note or icon indicating that notes exist. Hover or open to read important internal instructions about the client.

Actions column

The Actions column (usually at the right side) provides shortcuts as per your user rights, such as:

  • Open full client profile or View Client screen.
  • Start a new task or service request for the selected client.
  • Edit basic information or change status (Active / Inactive) where permitted.

Use these actions from Client Desk itself so that you spend less time searching and more time executing work.