Client Dashboard

Walk through of the client dashboard

The client dashboard is your go-to place for viewing everything about a specific client. The dashboard includes:

• General Information–e.g., name, timezone

• Points of Contact

  • Including names, timezones, and contact information

• Project History

  • All projects–past and present–for the client

• Infrastructure History

  • All servers and domains ever associated with work for the client

• Extra Fields and Notes

  • Any additional information you want to track

Client Dashboard Example