Customers Dashboard

Looking into the Customer Dashboard, Customer profile and the features available

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11 articles in this collection
Written by Moza Ugumba

Customer profile

This article will look at what the customer profile depicts and how to access it.
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Written by Moza Ugumba
Updated over a week ago

Data filters in customer dashboard

this article looks at filtering and exporting data in the customer dashboard
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Written by Moza Ugumba
Updated over a week ago

Customer contacts

This article will be looking at customer contact and all the features available on the platform.
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Written by Moza Ugumba
Updated over a week ago

Primary Contact

This article will explain what it means to have a customer marked as the primary contact and how to change this setting.
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Written by Moza Ugumba
Updated over a week ago

Customer Chasing

This article will look into what it means to switch a customer off/on for chasing
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Written by Moza Ugumba
Updated over a week ago

Customer Timeline

This article will be looking at the customer timeline & all the features available there
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Written by Moza Ugumba
Updated over a week ago

Linked Customer

This article will be looking at the link feature for customers and explain what it means.
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Written by Moza Ugumba
Updated over a week ago

Customer Dashboard

In this article, we will be sharing with you some of the functions available in the customer dashboard.
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Written by Moza Ugumba
Updated over a week ago

Customer Engagement Rating

This article will explain the difference in customer engagement ratings shown on the system.
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Written by Moza Ugumba
Updated over a week ago

How are the average payment days calculated?

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Written by Moza Ugumba
Updated over a week ago

Customer Payment/Installment Plans

Can I schedule when to chase on defaulted payments?
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Written by Moza Ugumba
Updated over a week ago