Customer Relations (Combined Meeting)

Customer Relations Dashboard

Complete, Structured, and Visually-Oriented Description

The Customer Relations Dashboard is the most detailed and powerful view in the Combo-Meating flow. It was designed as a central command screen where all Combo Meeting relationships between customers are visible, searchable, filterable, and fully manageable in one place.

While the Combo-Meating List View is a compact operational list and the Combo-Meating Settings Model is pure configuration, Customer Relations (Combo Meeting) is the control center — combining real data, advanced filtering, and deep context.

1. What this screen represents (general overview)

This screen answers the question:

“What customer-customer relationships exist, who is responsible, what is their status, and what actions are required?”

Each row represents a single Combo Meeting relationship, enriched with:

• People

• Ownership (Team Member)

• Status

• Tags

• Notes

• Actions

It is built for daily review, follow-ups, and operational decisions.

2. Visual Layout – How the screen feels

The layout follows a professional CRM dashboard structure:
 

┌────────────────────────────────────────────────────────────┐
│ Top Navigation (biz1 | Tabs | Work Timer | User)           │
├──────────────┬─────────────────────────────────────────────┤
│ Left Sidebar │  Customer Relations                           │
│ (Customer)   │  ⚙  ℹ                                      │
│              │  Search | Select Folder | Refresh | Field   │
│              │                                             │
│              │  ┌───────────────────────────────────────┐ │
│              │  │ Full Combo-Meeting Table              │ │
│              │  │ (Rich Columns + Actions)              │ │
│              │  └───────────────────────────────────────┘ │
├──────────────┴─────────────────────────────────────────────┤
│ Right Vertical Quick Actions (+, Chat, Avatars)                      │
└─────────────────────────────────────────────────────────────┘
 

The design emphasizes clarity, density, and speed.

3. How this customer relationship is 

Relationship between the three files

• (Combo-Meeting Settings Model)
  Defines:

  • Folder logic (Folder 1 & Folder 2)

  • Combo Meeting status list (names + colors)

• (Combo-Meeting List View)
  Displays:

  • A simple list of Combo Meetings

  • Used for quick add/edit actions

• (This screen – Customer Relations)
  Displays:

  • The same Combo Meeting data

  • With more columns, filters, and controls

  • Uses File 2 settings for folders and statuses

? Same data, different power level.

4. Top Navigation and Context

At the very top, the global application header remains visible:

• Brand Logo (biz1) – Identity & Home Page Access

• Modules Menu – Customers, Projects, Products, Orders, etc.

• Open Tabs/Groups – Contextual Workspaces

• Work Tools – In-progress status, Start Work button, Time Clock

• Alerts & Notifications

• User Profile & Bookmarks

This ensures the user never loses global context while managing relationships.

5. Left Sidebar – Customer Context

Highlights the Customer section, confirming:

“You are working within customer-related data.”

This screen logically belongs under Customer, not as a standalone module, because Combo Meetings represent relationships between customers.

6. Main Content Header – Identity & Control

At the top of the content area:

? Title: “Customer Relations”

Clearly indicates this is a relationships-focused view, not a simple meeting list.

⚙ Gear Icon

• Opens Settings

• From there, Combo-Meating → File 2

• Used to customize:

  • Folder logic

  • Status settings

ℹ Information Icon

• Opens help or documentation

• Explains:

  • What customer relations are

  • How filters and statuses work

7. Search and Filter Bar – Refining the View

This bar turns the table into a powerful analytical tool.

? Search

• Keyword search by:

  • Names

  • Notes

  • Addresses

• Instantly narrows down the list

? Select Folder

• Dropdown populated from File 2 – Folder Configuration

• Filters relationships by folder match

• Critical for large datasets

? Refresh

• Reloads data from the server

• Ensures up-to-date information

? Field (Column Selector)

• Allows users to:

  • Show/hide columns

  • Reorder columns

• Customizes the dashboard for different roles

8. Combo Meeting Table – The Screen's Core

This is a rich, information-dense table, designed for scanning and decision-making.

Column Meaning (Left → Right)

• Secondary Name
  The second customer/contact in the relationship. Often clickable for detail view.

• ComboMeeting Date
  When the meeting or relationship was scheduled or occurred.

• Team Member
  The responsible user (displayed as avatar, initials, or name).

• ComboMeeting Address
  Physical or virtual location.

• ComboMeeting Note
  Meeting-specific notes.

• ComboMeeting Status
  Current state (values & colors from File 2).

• Tags
  Multiple colored tags for categorization, campaigns, or topics.

• Notes
  General or internal notes about the relationship.

• Action
  Interactive controls for the row.

9. Row Actions – What Users Can Do

Each row has three clear actions:

✏ Edit

• Opens a full edit form

• User can change:

  • Date

  • Team Member

  • Status

  • Tags

  • Notes

? Delete

• Removes the Combo Meeting

• Usually requires confirmation

➕ Add (Row-Specific)

• Adds a related item:

  • Follow-up meeting

  • Task

  • Note

• Keeps actions in context with the relationship

10. Right Vertical Quick Actions

A floating utility bar provides instant access to:

• ➕ Add New Combo Meeting

• Chat / Messages

• Quick User or Group Access

This ensures users can act without leaving the screen.

11. Typical User Flow (End-to-End)

1. Open Customer → Customer Relations

2. Scan the table for upcoming or critical meetings

3. Filter by folder or status

4. Search for a specific customer or tag

5. Edit a row to update status or notes

6. Add a follow-up using the row action ➕

7. Refresh to confirm updates

8. Open ⚙ Settings if structure or statuses need adjustment

12. Why this screen is important

• It is the single source of truth for Combo Meetings

• Scales well for large customer datasets

• Bridges configuration (File 2) and operations (File 1)

• Designed for managers, coordinators, and power users

Executive Summary in One Line

The Customer Relations Dashboard is a comprehensive, filter-driven CRM workspace that centralizes all Combo Meeting relationships, combining rich context, advanced controls, and seamless integration with configuration and list views.