Individual clients
When your counterparty is a person rather than a company — and what "promote" actually does.
Why this case has its own shape
Some work is done for a person rather than an organisation: a personal advisory engagement, an individual tax filing, a legal matter. To open an engagement at all, the counterparty has to be a client.
Promoting is what creates that: alongside the person record, a client record is made that points at them. From then on it behaves exactly like any other client — it takes engagements, it has a feed, it appears in the pipeline.
Promotion happens once, ever
Each person has at most one individual-client record. Promote again and the same record comes back; a second one is never created.
If the person's name collides with an existing client, the system disambiguates it rather than refusing.
Renaming carries both halves
A promoted person is two records, and almost every list — Pulse, the engagement list, search — reads the name from the client half. So renaming the contact renames their client record too.
If the new name would collide with another client, the rename is refused outright. The result is that you never end up with a half-renamed human.
Deletion is the mirror: while the client record holds work, the person cannot be deleted; the moment that record is empty, the contact becomes deletable again.
Read this next
- Contacts & engagementsOrganisations, people and seatsOne person can hold a role at several organisations. A seat is what makes that possible.
- Contacts & engagementsDelete a contact or a clientWhat blocks a delete, why, and how to clear it in one pass.
- Contacts & engagementsCreate an engagementService, stage, lead and team — and where the title comes from on its own.
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