What it is for. One client's whole history β their jobs, quotes, invoices, what they have paid, their portal login, and a log of every call and email.
What you see. Contact details, total revenue from this client, and counts of their jobs, estimates, invoices and payments. Then each of those as a list. Sections with nothing in them are hidden rather than shown empty.
The Client Portal card. This is where you give a customer access to their own portal, or resend the link. If no access exists yet, the card offers to create it.
A word on portal links. Resending gives out the same link, it does not issue a new one. If a client's link needs to stop working, revoke the access rather than resending.