View Client — CRM — CA Cloud Desk Help

Overview

The View Client screen is your single place to read everything related to one client—no need to move between modules. Each tab (Details, Service, Task, Documents, Ledger, Groups, Notes, DSC, Password, Litigation) shows one type of information.

Steps: Open View Client

Path: Login → CRM (left panel) → Client List → click the Client / Firm Name

Login to CA CloudDesk Partnerdesk.
From the left panel, click CRM to open the client list.
In the list, click the Firm name of the client whose details you want to see.

The system opens the View Client screen with multiple tabs at the top.

CRM client list with firm name click to open View Client screen

CRM → Client List — click the Firm Name to open the View Client screen.

Details tab – client profile

The Details tab shows the full profile of the selected client.

View Client — Details tab with client profile, contact and registration information.

Information	What you see	How you use it
Basic info	Client / firm name, client type, contact person, mobile, email, address.	Confirm you are working on the correct client before you start any work.
Registration details	PAN, GSTIN and other registration numbers (as maintained in CRM).	Use these values while filing returns or drafting replies; no need to search in files.
Other settings / tags	Custom flags, categories or tags configured in the client master.	Understand special behaviour for this client—for example billing terms or risk level.

Service & Task tabs – work overview

Service tab

The Service tab lists all services you provide to this client.

View Client — Service tab with service name, frequency and created by.

Column	Meaning
Service Name	Type of service (e.g. GST Return, Income Tax Return, Audit).
Frequency	How often work is done—Monthly, Quarterly, Yearly or One‑time.
Created By	User who added this service for the client.

Use this tab to confirm which services you are responsible for and plan periodic work.

Task tab

The Task tab shows all tasks created for this client.

View Client — Task tab showing task ID, assignee, status, priority and due date.

Column	Meaning
TASK ID / Task Name	Unique ID and short title of the task.
Assignee / Reviewer	Who is doing the work and who will review it.
Status / Priority	Current stage (Open / In Progress / Completed etc.) and urgency level.
Service / Sub Service	Which service this task belongs to.
Due Date	Last date to complete the task.
Actions	Open, edit or update status (as per your rights).

Use this tab to track all work for the client and see who is responsible for each item.

Documents & Ledger tabs – records & billing

Documents tab

The Documents tab stores all documents uploaded for this client.

View Client — Documents tab with search box, location, file name, expiry, tags and client access.

Element / Column	Purpose
Search Document	Search by file name, tag or other keyword.
Location	Folder path such as `/`, `/GST`, `/ITR`.
File Name	Actual document name stored for this client.
Expiry	Valid till date (useful for agreements, registrations, licenses).
Tags	Keywords like “GST”, “PAN”, “Agreement” for faster filter.
Client Access	Indicates whether the file is shared with client portal (if enabled).
Actions	View / download / edit / delete / change sharing (as permitted).

Use this tab as the single storage for all client‑wise documents instead of scattered folders.

Ledger tab

The Ledger tab shows the financial history of this client.

View Client — Ledger tab showing receipt / invoice number, credit, debit, status and balance.

Column	Meaning
Date / Branch	When and from which branch the bill or receipt was recorded.
Receipt / Invoice No.	Reference number of the document.
Particular	Short description of the transaction.
Credit / Debit	Credit = money received, Debit = amount billed to client.
Status	Paid, Partially Paid, Pending, etc.
Balance	Running balance after that entry.
Remarks	Notes like “TDS adjusted”, “Advance received”, “Cheque bounced”.

Before starting new work or giving a discount, quickly check the ledger to see any pending balance.

Groups & Notes tabs – grouping & internal notes

Groups tab

The Groups tab shows which client groups this client is part of.

Column	Meaning
Group Name	Name of the group (for example, “GST Monthly Clients”, “Transport Sector”).
Admin	User responsible for this group.
Customers	Number of clients inside the group.
Tasks / Service Requests	Work count relating to that group.
Take Actions	Open group or perform allowed bulk actions.

Use groups to understand if the client is part of any special category or bulk communication list.

Notes tab

The Notes tab is for internal notes about the client (not printed on invoices).

Use it for:

Important discussion points or commitments made to the client.
Special instructions such as preferred contact time or communication channel.
Risk notes or history that team members should remember.

DSC, Password & Litigation tabs

View Client DSC, Password and Litigation tabs on the client screen

View Client — tabs for DSC, Password and Litigation on a single client.

DSC tab

Shows counters like Active, Expiring in 15 Days, Expired.
Columns include Created Date, Expiry Date, DSC Number, Handed Over, Receiver, Services, Branch and whether DSC is handed over to client.
Use this tab to track DSC renewals and who currently holds the token.

Password tab

Header actions: Saved Passwords, Excel Import, Add Password.
Columns: Portal, Username, Passwords, Last Updated, Updated By, Remarks, Actions.
Use it as a secure, central list of all client portal logins (GST, Income Tax, MCA etc.).

Litigation tab

Columns: Client Name, Financial Year, Hearing Date, Service Category, Case No, Description, Court Name, Hearing Details, Next hearing Date, Action.
Use it to see all litigation matters and their next dates for this client.
Open a row from the Action column to update outcome after each hearing.

View Client (CRM)