Customer Dashboard
Debtors Module> Activity> Customer Dashboard
Customer dashboard is like your personal control center for all things related to your customers. It's a webpage or screen that brings together important info and key stats about your interactions with customers.
Customer dashboards give you an overview of a clients activities and transactions
You can only select one client at a time
If you do not select a debtor/ customer you will receive an error
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Dashboard |
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| Info | |
| Support Request | |
| Support Logs | |
| Time Logs | |
| Reminders | |
| Sales Leads | |
| Quotes | |
| Sales Orders | |
| Invoices | |
| Cre |