--- title: "Customer Dashboard" canonical: "https://kb.myframeworks.com.au/space/FRAM/28378750/Customer%20Dashboard" format: markdown --- # Overview The **Customer Dashboard** provides you with key information from [Customer Maintenance](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance) and other areas of Frameworks relevant to customers, including: - Customer details - Contact details - Invoices, orders, quotes and projects provided to your customers - Current transactions for a selected customer - Customer shares, rewards and deferred sales - Credit information - Sales history - Payment history - Customer settings - Special pricing contracts - Customer diary notes, attributes, personal data and call sheets ![image-20240912-110453.png](media://f6a32172-abac-4012-a01c-d54b39cd2b81) # Using the Customer Dashboard To access the Customer Dashboard, perform the following: 1. Click the **Customer Dashboard** icon, from the top middle section of the Frameworks screen. 2. Search for a Customer, then once the results are displayed, click the relevant **Cust** link to view (and in some cases maintain) information for the chosen Customer. > ✅ Refer to [Searching for a Customer](https://kb.myframeworks.com.au/space/FRAM/438962092/Search+for+a+Customer) for further information. 3. When a customer has been selected from the Customer Dashboard, a screen similar to the following is displayed with key Customer information: 4. Detailed information about the selected Customer is displayed in sections. The following link provides you with a screenshot and a description of the information provided. # Learn more about the Customer Dashboard Section > Macro (rw-ui-children) # How do I? ## Navigate the Customer Dashboard You can navigate to the Customer Dashboard in different ways: - The top left side of the screen contains the search options. - The right side of the screen contains the **Recently Selected** customers and **Actions** available. - When a **Customer ID** is typed in or searched for, you are immediately provided with details for that customer. - When a **Customer ID** is typed in or searched for and the resulting **Cust** hyperlink has been clicked, the entire detailed information for that Customer is displayed on the screen. Refer to the Customer Dashboard sections above for further detailed information. - Open and close any of the Customer Dashboard sections by simply clicking them. - Click on the **Customer Statements** button to open the [Customer Statements](https://kb.myframeworks.com.au/space/FRAM/580911888/Customer+Statements) screen. ## Search for a Customer > ✅ Refer to [Searching for a Customer](https://kb.myframeworks.com.au/space/FRAM/438962092/Search+for+a+Customer) for more information. ## View and Action Invoices > ✅ Refer to [Viewing a customer's invoices](https://kb.myframeworks.com.au/space/CO/542782122/Viewing+a+Customer's+invoices) for more information ## Email and/or print Customer Statements, Invoices, Cash Sales, Quotes and/or Orders > ✅ For more information, refer to the following links: > ✅ > ✅ - [Emailing and/or printing Customer Statements](https://kb.myframeworks.com.au/space/CO/543658553/Emailing+and%2For+printing+Customer+Statements) > ✅ - [Emailing and/or printing invoices for a Customer](https://kb.myframeworks.com.au/space/CO/543593700/Emailing+and%2For+printing+invoices+for+a+Customer) > ✅ - [Emailing and/or printing cash sales for a Customer](https://kb.myframeworks.com.au/space/CO/544376227/Emailing+and%2For+printing+cash+sales+for+a+Customer) > ✅ - [Emailing and/or printing current quotes for a Customer](https://kb.myframeworks.com.au/space/CO/544407946/Emailing+and%2For+printing+current+quotes+for+a+Customer) > ✅ - [Emailing and/or printing current orders for a Customer](https://kb.myframeworks.com.au/space/CO/543397225/Emailing+and%2For+printing+current+orders+for+a+Customer) ## Create a Customer Diary Note > ✅ Refer to [Creating a Customer Diary Note](https://kb.myframeworks.com.au/space/CO/544735332/Creating+a+Customer+Diary+Note) for more information. # Additional Information
Related System Flags **CusMainCon** Prevent Main contact from updating Customer Contact Information --- **RecStPrtZr and RecStPrtNg ** These flags only act on the Statement Batch Print and not individual statements requested for printing via the Customer Dashboard.  --- **RecSchNam** When enabled or activated, search results for Customers are sorted by Name rather than number. --- **RecSchNum** When enabled or activated, search results for Customers are sorted by Number rather than by name. ---
> Macro (style)