Easy contact management with new dashboards
Posted: Thu Jan 30, 2025 3:43 am
User-friendly dashboard
At the core of this update is a new summary dashboard for each record, designed to give you instant access to the most important information you need. Based on customer feedback, key details like personal info, account balances, and active classes and memberships are now conveniently displayed in one place – so no more digging around to find what you need!
On the left side, you’ll find essential russia rcs data personal details, including the account owner, active payment methods, and medical information. Clear icons, like a blue tick for active payment methods or a warning symbol for medical notes, make it easy to spot what’s important.
On the right side, you’ll find quick access to coach notes, consents, and registration answers, plus you can also manage their roles and permissions.
Why this change? James shares: “We wanted to make sure the most important personal details were immediately visible. We used key icons to make it easier for customers to identify the payment status’ and if the contact has medical info – so customers can see straightaway if things are good or need actioning. We also made different sections collapsible to help keep the interface clean and ensure users can focus on what’s most important.”
Stay on top of finances
In the dashboard, we’ve added notifications front and centre. These flag missing medical access permissions or if there’s a payment method issue – keeping you informed in an instant.
At the core of this update is a new summary dashboard for each record, designed to give you instant access to the most important information you need. Based on customer feedback, key details like personal info, account balances, and active classes and memberships are now conveniently displayed in one place – so no more digging around to find what you need!
On the left side, you’ll find essential russia rcs data personal details, including the account owner, active payment methods, and medical information. Clear icons, like a blue tick for active payment methods or a warning symbol for medical notes, make it easy to spot what’s important.
On the right side, you’ll find quick access to coach notes, consents, and registration answers, plus you can also manage their roles and permissions.
Why this change? James shares: “We wanted to make sure the most important personal details were immediately visible. We used key icons to make it easier for customers to identify the payment status’ and if the contact has medical info – so customers can see straightaway if things are good or need actioning. We also made different sections collapsible to help keep the interface clean and ensure users can focus on what’s most important.”
Stay on top of finances
In the dashboard, we’ve added notifications front and centre. These flag missing medical access permissions or if there’s a payment method issue – keeping you informed in an instant.