Customer dashboard that shows open invoices, notes, upcoming appointments, and tasks!
-
Contact dashboard shows total amount that the customer owe, and any unapplied cash that you may have on customer's account. You can also access all open invoices from the dashboard.
-
Shows any upcoming appointments that you may have for the contact, saves a lot of time searching through your calendar. Any open tasks that you may have for the customer will be shown.
-
Spouse, Son, Daughter or any other relationship that you wanted to maintain for the contact can be stored.