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