CRM Contact & Company Dashboard

Access comprehensive overviews of your contacts and companies with streamlined navigation and quick actions.

What is the CRM Contact/Company Dashboard?

The Contact Dashboard in Unificus provides a centralized hub for managing all information related to a specific contact. You can review and modify profile details, credentials, notes, sales opportunities, and more from this single location.

Likewise, the Company Dashboard serves as your central workspace for handling a particular company’s data. You can access and update company details, linked contacts, notes, sales opportunities, and additional information without leaving the page.

This unified interface allows you to complete numerous tasks in one place.

Accessing the Contact Dashboard

Begin by navigating to CRM > Contacts.

You’ll need an existing contact in your system to view its dashboard. CLICK HERE to learn how to set up a new contact.

Select any contact from your list to open its dashboard. You’ll see a detailed overview of the contact’s information plus interactive elements for managing related data.

Accessing the Company Dashboard

Start by going to CRM > Companies.

An existing company must be in your system before you can view its dashboard. CLICK HERE to learn how to create a company.

Select the desired company to display its dashboard. The interface shows the company’s profile summary along with various interactive features.

The Home tab appears by default on the dashboard. From here, you can explore many platform sections while staying on the same page and viewing only items connected to this specific contact.

Follow-ups: Browse scheduled reminders linked to this contact that appear in your Calendar. CLICK HERE to learn about Follow-ups.

Notes: Review text-based records containing additional information about this contact. CLICK HERE to learn about Notes.

Deals: Track your sales opportunities and progress. CLICK HERE to learn about Deals.

Files: Jump to the contact’s Client Files directory. CLICK HERE to learn about Files.

Forms: See all form responses submitted by this contact. CLICK HERE to learn about Forms.

Projects: See every project this contact participates in. CLICK HERE to learn about Projects.

Tasks: View all tasks assigned to this contact. CLICK HERE to learn about Tasks.

RE: Tasks: Review informal tasks tied directly to this contact. CLICK HERE to learn about RE: Tasks.

Invoices: Browse billing documents connected to this contact. CLICK HERE to learn about Invoices.

Expenses: Review expenditure records assigned to this contact. CLICK HERE to learn about Expenses.

Estimates: Look at quotations sent to this contact. CLICK HERE to learn about Estimates.

Proposals: See all business proposals for this contact. CLICK HERE to learn about Proposals.

Documents: Access files this contact must sign or review. CLICK HERE to learn about Documents.

Payments: Track all payments from this contact. CLICK HERE to learn about Payments.

Email Logs: Display a complete record of email communications with dates, times, subjects, and messages.

Login Logs: Show authentication timestamps, IP addresses, and login success/failure details for this contact.

Quick Action Header

Your contact’s profile picture and assigned role appear in the top-left corner. Use the arrow icon to access the Quick Switch menu for jumping between different contacts.

Assign or change the Coordinator responsible for this contact using the coordinator avatar at the top of the screen. Click the avatar to select a new team member from the dropdown.

Select the icon to manage Salesperson Visibility. This feature controls whether sales staff can access contacts they’ve claimed. CLICK HERE to learn about Salesperson Visibility.

Click the + button to reveal actions you can perform related to this contact. Most actions keep you on the dashboard.

Add Note: Compose a text entry with additional contact information. CLICK HERE to learn about Notes.

Add Deal: Create a new sales opportunity for tracking progress. CLICK HERE to learn about Deals.

Add Follow-up: Schedule a calendar reminder. CLICK HERE to learn about Follow-ups.

Send Message: Deliver a secure in-platform message to this contact. CLICK HERE to learn about Secure Messaging.

Upload Files: Open the Client Files folder for document storage. CLICK HERE to learn about Files.

Assign FLOW: Activate an On-Demand FLOW for your user. CLICK HERE to learn about FLOWs.

Assign Checklist: Provide a standalone Checklist for a prospect or client to complete. CLICK HERE to learn about Checklists.

Create RE: Task: Generate an informal task tied to this contact. CLICK HERE to learn about RE: Tasks.

Create Invoice: Generate a new billing document with this contact pre-selected. CLICK HERE to learn about Invoices.

Generate Document: Prepare a new document for this contact to sign. CLICK HERE to learn about Documents.

Grant LMS Product: Designate this contact as the owner of an LMS Product. CLICK HERE to learn about LMS.

Remove LMS Product: Unassign an LMS Product from this contact. CLICK HERE to learn about LMS.

Trigger Automations Template: Run a predefined automation workflow. CLICK HERE to learn about Automation Templates.

Folder Generator: Apply a pre-built folder structure to organize this contact’s files. CLICK HERE to learn about Folder Generators.

Project Generator: Set up a new project using a template and assign it to this contact. CLICK HERE to learn about Project Generators.

Task Template: Use a predefined task structure for projects this contact is involved in. CLICK HERE to learn about Task Templates.

Apply OD Invoice Generator: Deploy an on-demand invoice template. CLICK HERE to learn about Invoice Generators.

Follow-up Generator: Use an event template to create calendar items. CLICK HERE to learn about Follow-up Generators.

Recurring Generator: Set up repeating events for this contact. CLICK HERE to learn about Recurring Generators.

Accumulating Generator: Create a cumulative tracking system for this contact. CLICK HERE to learn about Accumulating Generators.

Dynamic Proposal Generator: Assign a proposal template that adapts to contact data.

Click the profile icon to access Manage Profile.

Impersonate: View the platform from this contact’s perspective. CLICK HERE to learn about Impersonating.

Copy Integration UID: Duplicate the unique identifier for this dashboard.

Quick Data: Review, update, and organize contact information in the Dynamic Data interface. CLICK HERE to learn about Dynamic Data View.

Set Placeholder Links: Configure shortcuts for /your-project, /your-files, /your-calendar, and /your-start-page. CLICK HERE to learn about Placeholder Links.

Resend Invite: Deliver the portal access invitation again (only appears if the contact hasn’t accepted yet). CLICK HERE to learn about Portal Access Invitation.

Copy Invite Link: Duplicate the portal invitation URL to your clipboard (only appears if not yet accepted).

Change Password: Manually reset the contact’s account password (only appears if the invitation was accepted).

Set Inactive: Deactivate the contact’s account and move them to the Inactive section. CLICK HERE to learn about Setting a Contact Inactive.

Click the X icon to return to your Contacts list.

CRM Dashboard Placeholders

Dynamic Data Placeholders let you insert contact or company information and direct links throughout the platform. These are available in text editors used for Portal Pages, Documents, Flow messages, Form notifications, and more. Using these placeholders creates quick links for your team to access the appropriate dashboard.

Use the Target Dashboard placeholder when your editor applies to both company and contact records.

Use the Contact Dashboard Placeholder when working exclusively with contacts.

Use the Company Dashboard Placeholder when working exclusively with companies.

CLICK HERE to learn about Dynamic Data Placeholders.