Single Stakeholder View
Overview
The Single Stakeholder View is a dedicated page for managing a stakeholder's full profile. It opens when you click on a stakeholder row in the Dashboard. This page has its own layout with a header, form, and footer.
Page Structure
Header
The header displays:
- Breadcrumbs — Navigate back to the Stakeholders list.
- Back Button — Return to the previous page.
- Stakeholder Detail — Name and key information.
- Stakeholder Tags — Tags assigned to the stakeholder.
- Active / Inactive Button — Toggle the stakeholder's status.
- Delete Button — Remove the stakeholder (requires permission).
Form Sections
The form is divided into content blocks:
Base Information
All core stakeholder fields are displayed in a grid layout:
| Field | Conditional? |
|---|---|
| Name | Always shown |
| Type | Shown when type has captureContractStatus enabled |
| Account Reference | Always shown |
| Approval Status | Shown when type has captureApprovalStatus enabled. Values: Approved, Not Approved, Black-listed |
| Contract Status | Always shown |
| Company Registration Number | Always shown |
| Tax Identification Number | Always shown |
| Coverage | Shown when type has captureCoverage enabled |
| Payment Term | Always shown |
| VAT Applicable | Always shown |
| Bank Details | Always shown |
The Tags field is currently disabled in the form (commented out) but still appears in the header and dashboard table.
Contact
| Field |
|---|
| Billing Email |
| Support Email |
| Phone Number |
| Website |
| Primary Contact |
| Secondary Contact |
Address
| Field |
|---|
| Address 1 |
| Address 2 |
| City |
| Country |
| Zip |
Notes
A separate content block for internal notes about the stakeholder.
Related Contacts
A paginated list of contacts linked to this stakeholder. Features:
- Add New Contact button — Opens a modal to create a new contact for this stakeholder.
- Export xlsx button — Export related contacts.
- Search — Filter contacts by name.
- Pagination — 10, 20, 30, 40, or 50 items per page.
- Each contact is displayed as a card with edit and delete actions.
This section is only visible if you have read permission on the Contacts module.
Footer
A Save button at the bottom of the page commits all changes. This button is disabled if you lack write permission or record-level write access.
Navigating away with unsaved changes will trigger a browser confirmation dialog.