Purpose
The client portal is the customer-facing side of iTech System. Customer profile tabs are the staff-facing way to manage each account in one place.
Common profile areas
- Profile, contacts, notes, and statement.
- Invoices, payments, proposals, estimates, and subscriptions.
- Projects, tasks, contracts, tickets, and attachments.
- Reminders, vault, map, and custom extension tabs.
Best practice
Use the profile tabs as the operating hub for each customer instead of jumping across disconnected records.