---
title: "Customer Dashboard Tabs – Overview and Navigation"
url: "https://help.ontraccr.com/en/article/customer-dashboard-tabs-overview-and-navigation"
language: "en"
last_updated: "2025-06-08T18:40:07.633Z"
---

# Customer Dashboard Tabs – Overview and Navigation

## 🧭 **Customer Dashboard Tabs – Overview and Navigation**  
 

Each customer profile in Ontraccr comes with its own dedicated dashboard. This dashboard includes a series of **tabs** that centralize all related activity, records, and interactions tied to that customer.

This article walks through every tab available, what it displays, and how to use it effectively.

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## **📍 How to Access the Customer Dashboard**

1.  Go to **Contacts > Customers**
2.  Click on a customer’s **name card** (not the Edit icon)
3.  The customer dashboard will open

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## **🧾 Tabs Overview**

Below are the tabs available on each customer profile, along with their specific function:

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### 1\. **General Info**

-   Displays all key fields entered during customer creation:
    -   Name, Division, Labels, Buckets
    -   Phone numbers, Emails
    -   Website, Info
    -   Office & Billing Address
-   View-only format (edit via the Edit slider)

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### 2\. **All Projects**

-   Shows a list of all projects linked to this customer
-   Features:
    -   **Search bar** for project names
    -   **Add New Project**: opens the project creation slider
    -   **Add Existing Project**: link previously created projects to this customer
    -   Clicking a project opens its dashboard directly

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### 3\. **Notes**

-   Used for internal note tracking
-   Notes are:
    -   **Permanent** (cannot be edited or deleted)
    -   Visible to other internal users
-   Example: “Client is late on invoices—monitor carefully.”

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### 4\. **Payables**

-   Lists all Purchase Orders (POs) linked to this customer
-   Features:
    -   Search, filter by user or form
    -   Sort by PO value, cost to date, committed cost
    -   Click to view full PO and attached files
    -   Export all POs to XLSX/CSV

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### 5\. **Billing**

-   Form log of all **invoice-type forms** tied to this customer
-   Displays:
    -   Billing Rate and Material Discount at the top
    -   Search bar and export button
    -   Columns: User, Form Number, Projects, Card, Created On
    -   Click any invoice to view full details
    -   Export to XLSX/CSV

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### 6\. **Work Orders**

-   Lists all **work order forms** tagged to the customer
-   Same features as Payables/Billing:
    -   Search, filter, sort
    -   Export
    -   Click to view work order detail

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### 7\. **Other Forms**

-   Captures all other forms not in the categories above
-   Includes:
    -   Any custom or general-purpose forms tied via customer dropdown
    -   Same search/export/sort features

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### 8\. **Cards**

-   Displays all **Board Cards** that are linked to this customer
-   Features:
    -   Clicking a card opens it in the appropriate board
    -   Functions as a shortcut to active work or form flows
-   Linking is done via the **linking feature** in board cards

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### 9\. **Address Book**

-   Shows all **contacts** tied to this customer
-   Features:
    -   Add new contact (Name required; Role, Phone, Email optional)
    -   Click to edit contacts
    -   Search contacts
-   All fields are usable as attributes in forms for auto-population

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### 10\. **Client Portal**

Split into two sub-tabs:

### a) **Accounts**

-   Manage Client Portal logins:
    -   Add new accounts (email + password)
    -   Edit or reset passwords
    -   Preview the portal as the client would see it

### b) **Communication**

-   View and reply to messages from the client
-   Unread messages show a **red badge indicator**
-   Messages are also emailed to the client upon response

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