mytool2002
34 lines
691 B
Markdown
34 lines
691 B
Markdown
---
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artifact_type: page
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slug: client-record
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round: 3
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status: draft
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project: maxcpa
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title: 客户档案页
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---
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# 客户档案页
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## Route Information
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- Route: `/workspace/clients/:clientId`
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## Accessible Persona
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- Accountant
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- Firm Owner
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## Story Steps Covered
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- `会计师 / Activity 5 / Step 3`: 让本次服务留下完整记录
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- `事务所老板 / Activity 5 / Step 3`: 形成可持续维护的经营判断
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## Page Responsibility
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沉淀客户基础资料、服务历史、介绍关系、AI 画像和归档记录，支持会计师减少重复沟通，也让老板从单个客户视角理解长期资产价值。
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## Related Features
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- 客户历史归档
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- 转介绍关系洞察
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