In the Navigation menu, selecting Customers opens the All Customers page to review customer records.
Search box: Type any customer name (or partial) and click Search to find a customer record.
Each customer is listed in a grid with a quick-access clickable dashboard of five key Work Event statuses and the current number of Work Events in each status.
[Customer Name]: These are clickable links to access the respective customer record.
- Portal Settings tab
- Each Customer has a unique portal URL (as displayed in this tab for each customer record) where customers with subscribed (Approved Emails) may log into the site to review Work Event statuses.
- Click the Edit button to add an Approved Email and/or upload a Customer logo (sized around 250 x 50 pixels).