View Customer

When a user clicks on a customer record, the system redirects them to the customer's profile. Additionally, a left grid displays all available actions or modules linked with that specific customer. 

Users can access and maintain data related to various modules for that particular customer.

1. Profile: Displays the customer's profile with all filled data, including company details, primary contact information, and any additional information provided.

2. Contacts: Provides access to all customer contacts, allowing users to view existing contacts and add new contacts if needed.

3. Notes: Shows a list of all linked notes related to the customer, allowing users to view existing notes and create new ones to document interactions or important details.

4. Statement: Accesses the customer's account statement, providing a summary of transactions, balances, and financial history.

5. Invoices: Displays all invoices issued to the selected customer, including details such as invoice numbers, amounts, and statuses.

6. Payments: Shows a list of all payments received from the customer, along with payment details such as dates, amounts, and payment methods.

7. Proposals:  Provides access to all proposals created for the customer, allowing users to view proposal details and track proposal statuses.

8. Credit Notes: Displays any credit notes issued to the customer, including details such as credit note numbers, amounts, and reasons for issuance.

9. Estimates: Accesses all estimates created for the customer, allowing users to view estimate details and track estimate statuses.

10. Subscription: Provides information about the customer's subscription status, including subscription plans, renewal dates, and subscription history.

11. Expenses: Shows a list of all expenses incurred by the customer, including expense details such as dates, amounts, and categories.

12. Contracts: Displays any contracts or agreements in place with the customer, including contract terms, dates, and status.

13. Projects: Provides access to all projects associated with the customer, allowing users to view project details and track project progress.

14. Tasks: Shows a list of all tasks related to the customer, allowing users to view task details and track task statuses.

15. Tickets: Accesses any support tickets or inquiries raised by the customer, including ticket details, statuses, and resolution notes.

16. Files: Provides access to any files or documents associated with the customer, allowing users to view, upload, or download files as needed.

17. Vault: Accesses a secure vault for storing sensitive documents or information related to the customer, ensuring confidentiality and data security.

18. Reminder: Allows users to set reminders or notifications for important events or follow-up tasks related to the customer, helping to stay organized and proactive in customer management.

Figure 1 Customer Modules