Opening a client
Tapping a client anywhere in the app opens one screen holding what they have, what they owe and what they are waiting on: services with their status, domains with days to expiry, invoices with unpaid first, and any open tickets. Staff rarely open a client for one fact. The question is usually whether a suspension and an unpaid invoice are the same story, and answering that from two screens means holding one of them in your head. Suspended services on the dashboard lead here rather than to the service row, for the same reason: the account is the thing you can actually act on.
Was this helpful?
Thanks for letting us know.
Sorry this did not answer it. Thanks for telling us: we use it to improve the guides.
Still need help? Sign in to your account and raise a support ticket. The people who wrote the code will help, and most tickets are answered the same working day.