How do I see client deadlines and fees on one page?

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Yealmpton Accountants · How do I see client deadlines and fees on one page?

Zoe Hocking asked how to show deadlines and fees beside client queries on the Starter plan. Olivia Grant said it was possible, and the ticket closed on 10 May 2026.

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As at Fri 9 Oct 2026

Zoe Hocking asked how to show deadlines and fees beside client queries on the Starter plan. Olivia Grant said it was possible, and the ticket closed on 10 May 2026.

Problem: Zoe Hocking wanted a view for client managers showing open queries, deadlines and fees together, and asked whether Starter allowed it.

Handling: Olivia Grant confirmed it was possible on Starter and gave the menu steps. The first response took 559 minutes. Zoe confirmed the fee fields were in on 13 Apr 2026.

Watch: The deadlines field was not confirmed as working when the ticket closed.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)559

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created · Zoe Hocking 9 Apr 2026 14:14
Hi, I'm setting up a view for our client managers so they can see each client's open queries, deadlines and fees together. I've found the client pages but can't work out how to add the deadlines and fees to the same view. Is this possible on the Starter plan? Thanks, Zoe
Public reply · Olivia Grant 9 Apr 2026 23:33
Hi Zoe, thanks for getting in touch. Yes, you can do this on Starter. Open the client list, go to the view menu and tick the deadlines and fees fields so they sit alongside the queries. If the fields don't show up, tell me which menu you're in and I'll take a look. Olivia
Public reply · Zoe Hocking 13 Apr 2026 11:14
Got it, the fee fields are in now. I'll try the deadlines field and come back if it doesn't stick. Zoe
Status change · Olivia Grant 6 May 2026 13:55
Status change · 10 May 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
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News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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