{% extends 'base.html' %} {% load static %} {% block title %}Client Assignment - Simple{% endblock %} {% block content %}

Client Assignment

Assign, unassign, and reassign clients to portfolio managers

{% if messages %} {% for message in messages %}
{{ message }}
{% endfor %} {% endif %}

Filter by Branch

Unassigned Clients ({{ unassigned_clients.count }})

{% if unassigned_clients %}
{% for client in unassigned_clients %}
{{ client.get_full_name }}
{{ client.email|default:"No email" }}
{% if client.business_name %}
{{ client.business_name }}
{% endif %}
{% endfor %}
{% else %}
👥

No unassigned clients found

{% endif %}

Portfolio Managers ({{ portfolio_managers.count }})

{% if portfolio_managers %}
{% for manager in portfolio_managers %}
{{ manager.get_full_name }}
{{ manager.get_role_display }}
{{ manager.client_count }} clients assigned
{% endfor %}
{% else %}
👔

No portfolio managers found

{% endif %}
{% csrf_token %} {% endblock %}