Client dashlets

The following dashlets are available to add to the Client dashboard (depending on your permissions). Click a dashlet name in the table below for more detail.

DASHLET EDITABLE TARGET AUDIENCE

Bill Reviews

No

All users

Client Actions

No

All chargeable staff

Client Details

Yes

All users

Client Events

No

All users

Client Ownership

No

All users

Client Realisation

No

Partners and managers

Client Risk

No

All users

Client Satisfaction

No

All users

Credit Control

No

Partners, managers and credit controllers

Client KPI

No

All users

Draft Bills and Credit Notes

No

All bill drafters

Financial

No

All users

Financial with Provisions

No

All users

Jobs

No

All users

Last Entries

No

Partner, managers and finance staff

Latest Events

No

All users

Letter Printing

No

All users

Opportunities

No

All users