Client Info Tab | HostedSuite

The Client Info tab is designed to give receptionists and agents quick access to essential information about a client or their contacts during or outside of a call.

How Client Info is Populated

Automatically during a call

The client info is automatically populated when a receptionist receives a call for the client.
Manually outside of a call

You can also manually search for the client or contact name using the Client Search Bar if you're not currently on a call.

Client Info Details and Description

Below is an overview of what you’ll find in the Client Info panel:

Profile Pic – Displays a picture of the contact.
Client – Shows the name of the client account.
Contact Name – Shows the full name of the individual contact.
Title – The contact’s job title or role.
Center – The location, branch, or facility the client belongs to.

Client Information Section

Label	Description
Alert	Highlighted in red – shows important alerts such as out-of-office status.
Call Instructions	Orange background – set in the client or contact settings; provides guidance for after-hours, routing, or message handling.
Status	Shows current availability (e.g., “Meeting until 11am, please leave a VM”).
Emergency	Emergency contact number and instructions (e.g., “Call Ethan – Husband”).
Web	Clickable link to the client’s website or relevant resource.
Location	City or state where the contact is based.
Fax	Fax number (if applicable).
Email	Work email address of the contact.
Address	Full mailing or office address.
Keywords	Optional tags for searchability or grouping.
Categories	Optional labels to categorize the client (e.g., department, specialty).
Ext	Internal extension number.
Voicemail	Direct voicemail extension.
Cell	Mobile phone number.
Home	Personal/home phone number.
Sales	Sales-related contact number.
Reception	Main front desk or receptionist line.
Canteen	Internal line for breakroom/cafeteria (if set).
Screen Pops	ID or code used to trigger caller info popups.
Birthday	The contact’s date of birth.
Contact General Info	Quick summary of the client and their services – helps agents understand who the client is.

Client’s Staff Preview

Located on the right side of the Client Info tab, this panel shows a summary of the client’s team members.

Label	Description
Search Associates and Keywords	Search field to quickly find a contact by name or keyword.
Contact Name	Name of the staff member; usually clickable to view more details.
Job Title	Position or role within the organization.
Status	Current availability or status message (e.g., "Meeting until 11am").
Alert	Important message such as “Out of office” or “Emergency contact,” highlighted in red.
Ext	Internal extension number.
Voicemail	Dedicated voicemail line.
Cell	Mobile number, click-to-dial.
Home	Home phone number, click-to-dial.

To update client or contact information, please refer to this article: Adding Contact and Client Information in Console.