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Company & Contact Dashboards

In addition to the main dashboard, each company and contact has its own dedicated dashboard that shows a focused view of your relationship with them.

What's on a contact dashboard

Open any contact and you'll see:

  • Active projects — projects currently linked to this contact
  • Open invoices — unpaid invoices billed to this contact
  • Recent conversations — latest email threads with this contact
  • Contracts — contracts signed or pending signature with this contact

What's on a company dashboard

The company dashboard works the same way but aggregates across all contacts associated with that company. It gives you a combined view of:

  • All projects linked to the company or any of its contacts
  • All invoices billed to the company or its contacts
  • Conversations across all associated contacts

The dashboard is the default view when you open a contact or company. Use the tabs below the header to navigate to specific lists (Projects, Invoices, Conversations, Contracts).