Client Dashboard Features

This article describes different features and navigation points on the Client Dashboard of the Forth Customer Relationship Manager (CRM) system. This article is divided into the following sections:

• Summary
• Client Snapshot
• Additional Information
• Send External Form Request & Execute Webhook
• Nested Tabs

Summary

The Client Dashboard is where most of your work on the file will begin. Each contact record has its own Client Dashboard. It provides an "at a glance" summary of the contact’s current account information and quick access to detailed account information. Many other elements related to a client can be opened from this page's nested tabs (i.e., subtabs), such as History, Calls, Email, Notes, etc.

1. To access a contact's dashboard, click the Contacts tab.
2. Locate the contact you want to view.
3. Do one of the following:
   • Click the name of the contact; or
   • Click the green right-facing arrow  icon to the far right of the contact's name.
4. The Client Dashboard opens (see below).

Client Snapshot

The Client Snapshot is the gray section along the left side of the page. Here, you will find some basic information about the contact, including the name, contact information, address, and other information tied to the file type the contact is saved as (the example below is for a Student Loan contact).

1. Quick Message - This icon is throughout the system. Clicking it will open the Quick Message window which allows you to send an email quickly.

2. File-Type - Clicking here will allow you to update the contact file type. There are specific functions in the system tied to the file type, along with the workflow. 

3. Workflow History - Clicking here will open a layover displaying the workflow history of the contact. 

4. Update Status - Clicking here will open the layover window to update the contact's workflow status. Workflow status tracks a particular contact's progress through your processes.

5. Customer ID - This is the unique system identifier. Each contact is created with its own ID number. This should be used when contact support references a contact. 

6. Company Assignment - The company the contact is assigned to. Click here to see details about the company (to update the information, go to the Admin Tab > Companies)

7. Change Secondary Assignment - Clicking here will allow you to assign a Company or User by their role (if you have the correct role permission).

8. Email - Displays the contact's email address and will open the Quick Message layover when clicked. 

9. Phone Numbers - Displays the contact's phone numbers (Home, Work, Cell Phone). If you click on the number, you can then add a call log. Also, you will notice to the right a small blue square icon with a phone inside. This is the click-to-call feature. Clicking here will initiate a phone call with an integrated phone system.

Click Here for information regarding our integrated phone systems and dialers.

10. Income / Expenses (for Student Loans only) - Displays information regarding the client's Budget Analysis. You can also click the "View Budget Analysis" hyperlink to access the budget analysis in detail and make updates.

Back to top

Additional Information

Below the client snapshot is an Additional Information section. Here, you will find any data saved to Custom Fields, listed in alphabetical order. See the Student Loan example in the first image below and a Debt Settlement contact example in the second image below.

Back to top

Send External Form Request & Execute Webhook

Between the Client Snapshot and the Additional Information, are two (2) buttons (if activated).

The Send External Form Request button opens a layover to select an external form you wish to send to the contact to be filled out. The information collected on the form is then saved to the contact. You may use this to collect data from a contact if you cannot speak to them on the telephone.

The Execute Webhook button allows you to choose a webhook to run. A webhook (HTTP POST) can transfer information out of the CRM into another system. 

Back to top

Nested Tabs

To the right of the Client Snapshot are a series of nested tabs (i.e., subtabs). The number of nested tabs displayed may vary depending on the contact's File Type. In the example below, we selected the History nested tab. This nested tab displays a record of activity focused on the contact.

Back to top

Article Version History: