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Customers Dashboard
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