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Tenant Dashboard & Details

??? ?????????????, ?? ?????? ?????? ????????? ?? ??????? ?????????? ?? ?????????. ????????????? ??????? ?????????? ?????????? ??? ? ?????????? ?????????? - ?? ????, ?????????????, ?????? ???????? ? ?????? ??????.

?????? ? ??????? ??????????​

  1. ????????? ? Customers ? ???????? ??????? ?????? Perfex CRM
  2. ??????? ?? ?????? ???????, ??????? ???????? SaaS ???????????
  3. ?? ??????? ??????????? ??? ??????? Perfex ???? ?????? SaaS Tenant

??? ?? ?????? ??????​

?????????? ? ????????​

Tenant subscription information ?????? ???????? ? ??????? ??????? - ?????????? ? ????????, ?????, ????, ???? ???????? ? ?????????

InformationDescription
Company's Name?????????????????? ???????? ???????? ??????????
Company's DomainURL, ??????? ????????? ?????????? ??? ??????? ? CRM
Selected Plan?? ????? ????? ???????? ??? ?????????
Created at????? ??? ?????? ??????? ??????????
Plan Expiry Date????? ????????????? ?? ??????? ????????? ??????
Next Invoice Date????? ????? ???????????? ????????? ????

????????????? ????? ? ?????​

?????? ?????????????? ?????????? ?????, ??????? ????? ????? ??????????? ?????? ?????????:

Tenant plan details and usage quotas ??? ????????????? ?????????? ? ??????? ??????? - Total Customers 0/2, Total Invoices 0/2, Total Projects 0/2 ? ?.?.

Admin view of tenant CRM with plan details ??????????? ??? ?????????????? ? ?????? ??????????, ????? ?????????? ????? ? ????? ?????????? ????????

?? ?????? ?????? ? ??????? ???????:

  • Total Customers ???????????? / ?????
  • Total Invoices ???????????? / ?????
  • Total Estimates ???????????? / ?????
  • Total Proposals ???????????? / ?????
  • Total Contracts ???????????? / ?????
  • Total Projects ???????????? / ?????
  • Total Tasks ???????????? / ?????
  • Total Leads ???????????? / ?????
  • Total Staffs ???????????? / ?????
  • Total Tickets ???????????? / ?????
  • Total Credit Notes ???????????? / ?????
  • Total Expenses ???????????? / ?????

?????? ????????????????? ??????​

???? ? ?????????? ???????? ???????????????? ?????, ?? ??????? ??? ?????:

Custom domain and add-ons view ???????? ????????????????? ?????? ?????????? ? ?????????? ?? ???????? ?? ?????? ??????????????

????????? ??????​

???? ?????? ????????????????? ?????? ?? ???????, ????? ?????? ???????? ? ????? ???????? ??? ????? ??????????? ??????????.

???????????????? ?????? ??????????????​

???????? ???? ??????????​

  1. ???????? ??????? ??????????
  2. ????????? ? ?????? SaaS
  3. ???????? ???? ?? ??????????? ??????
  4. ????????? - ????? ?????? ????? ???????? ? ???? ??????????

???????? ???????? ??????????​

  1. ???????? ??????? ??????????
  2. ???????? ???? ????????? ?????
  3. ?????????

??????????? CRM ??????????​

??????? ?? ?????? Company Domain ??????????, ????? ??????? ?? CRM ? ????? ???????. ??? ????????? ?????? ?????? ??, ??? ????? ?????????.

??????? ??????????​

  1. ???????? ??????? ??????????
  2. ??????????? ????? ????????
  3. ??????????? - ??? ?????? ???? ?????? ?????????? ? ??? ?? ??????
осторожно

???????? ?????????? ??????????! ??? ?? ??????, ???? ?????? ? ???????????? ????? ???????. ?????????, ??? ? ??? (??? ??????????) ???? ????????? ????? ??? ?????????????.

?????????? ?????????? ???????????​

??? ?????? ?????? ???? ???????????:

  1. ????????? ? Customers ? ???????????? ?? SaaS ???????????
  2. ????????? SaaS Activity Log ??? ????????? ???????
  3. ??????????? ?????? ?????????????? ??? ????? ??????? ????????? ?????????
подсказка

?????? ???? ???????? ??????? ? ??????? Find My Tenant - ??????????? ??????????, ?????????? ??????????? ????? URL ??? ?????.