Reassign Client

👤 Client Information

✉️ {{ client.email|default:"No email provided" }}

📞 {{ client.phone_number|default:"No phone provided" }}

{% if client.business_name %}

🏢 {{ client.business_name }}

{% endif %}

{% if client.portfolio_manager %}

👤

{% else %}

⚠️ No portfolio manager assigned

{% endif %}

{% csrf_token %}

👔 Select New Portfolio Manager {% if not portfolio_managers %}

ℹ️ No available portfolio managers found.

{% endif %}

💬 Reason for Reassignment

This will be recorded in the assignment history.

{% for assignment in client.portfolio_assignments.all|slice:":5" %}

👤

{% if assignment.reason %}

{% endif %}

{% if assignment.is_active %} ✓ Active {% else %} Ended {{ assignment.unassigned_date|date:"M d, Y" }} {% endif %}

{% endfor %}