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