Customers Dashboard

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

12 articles in this collection
Written by Irina Anichshuk and Moza Ugumba

Customer profile

This article will look at what the customer profile depicts and how to access it.

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

Written by Moza Ugumba
Updated over a week ago

How to export customer timeline?

Written by Irina Anichshuk
Updated over a week ago

Customer contacts

This article will be looking at customer contact and all the features available on the platform.

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.

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

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

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.

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.

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.

Written by Moza Ugumba
Updated over a week ago

How are the average payment days calculated?

Written by Moza Ugumba
Updated over a week ago

Customer Payment/Installment Plans

Can I schedule when to chase on defaulted payments?

Written by Moza Ugumba
Updated over a week ago