Customer Connections Dashboard
Complete, Structured & Visually Oriented Description
The Customer Connections Dashboard is the most detailed and powerful view in the Combo-Meating flow. It is designed as a central command screen where all Combo Meeting relationships between customers are visible, searchable, filterable, and fully manageable in one place.
While Combo-Meating Listing View is a compact operational list and Combo-Meating Setting Modal is pure configuration, Customer Connections (Combo Meeting) is the control center — combining real data, advanced filtering, and deep context.
1. What This Screen Represents (Big Picture)
This screen answers the question:
“What customer-to-customer connections exist, who is responsible, what is their status, and what actions are needed?”
Each row represents a single Combo Meeting connection, enriched with:
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People
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Ownership (team member)
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Status
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Tags
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Notes
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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 connections │
│ (Customer) │ ⚙ ℹ │
│ │ Search | Select folder | Refresh | Field │
│ │ │
│ │ ┌───────────────────────────────────────┐ │
│ │ │ Full Combo-Meeting Table │ │
│ │ │ (rich columns + actions) │ │
│ │ └───────────────────────────────────────┘ │
├──────────────┴─────────────────────────────────────────────┤
│ Right Quick Actions (+, chat, avatars) │
└─────────────────────────────────────────────────────────────┘
The design emphasizes clarity, density, and speed.
3. How This Customer Connection
Relationship Between the Three Files
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(Combo-MeetingSetting Modal)
Defines:-
Folder logic (Folder 1 & Folder 2)
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Combo Meeting Status list (names + colors)
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(Combo-MeetingListing View)
Shows:-
A simplified list of combo meetings
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Used for quick add/edit actions
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(This Screen – Customer Connections)
Displays:-
The same Combo Meeting data
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With more columns, filters, and controls
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Uses File 2 settings for folders and statuses
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? Same data, different power level.
4. Top Navigation & Context
At the very top, the global application header remains visible:
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Brand logo (biz1) – identity & home access
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Module menu – Customers, Projects, Products, Orders, etc.
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Open tabs/groups – contextual workspaces
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Work tools – At work status, Start Work button, Time clock
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Notifications & messages
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User profile & bookmarks
This ensures the user never loses global context while managing connections.
5. Left Sidebar – Customer Context
The Customer section is highlighted, confirming:
“You are working inside customer-related data.”
This screen belongs logically 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 connections”
Clearly states that this is a relationship-focused view, not a simple meeting list.
⚙ Gear Icon
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Opens Settings
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From there, Combo-Meating → File 2
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Used to adjust:
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Folder logic
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Status definitions
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ℹ Information Icon
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Opens help or documentation
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Explains:
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What customer connections are
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How filters and statuses work
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7. Search & Filter Bar – Refining the View
This bar transforms the table into a powerful analysis tool.
? Search
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Keyword search across:
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Names
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Notes
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Addresses
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Instantly narrows the list
? Select Folder
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Dropdown populated from File 2 – Folder configuration
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Filters connections by folder pairing
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Critical for large datasets
? Refresh
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Reloads data from the server
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Ensures up-to-date information
? Field (Column Selector)
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Allows users to:
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Show/hide columns
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Reorder columns
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Personalizes the dashboard for different roles
8. Combo Meeting Table – The Core of the Screen
This is a rich, information-dense table, designed for scanning and decision-making.
Column Meaning (Left → Right)
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Secondary name
The second customer/contact in the connection. Often clickable for detail view. -
ComboMeeting Date
When the meeting or connection is scheduled or occurred. -
Team member
The responsible user (shown 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 themes. -
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
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Opens full edit form
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User can modify:
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Date
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Team member
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Status
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Tags
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Notes
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? Delete
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Removes the Combo Meeting
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Confirmation usually required
➕ Add (Row-Specific)
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Adds a related item:
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Follow-up meeting
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Task
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Note
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Keeps actions contextual to the relationship
10. Right Vertical Quick Actions
A floating utility bar provides instant access to:
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➕ Add new Combo Meeting
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Chat / messaging
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Quick user or group access
This ensures users can act without leaving the screen.
11. Typical User Flow (End-to-End)
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Open Customer → Customer connections
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Scan the table for upcoming or critical meetings
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Filter by Folder or Status
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Search for a specific customer or tag
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Edit a row to update status or notes
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Add a follow-up via the ➕ row action
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Refresh to confirm updates
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Open ⚙ settings if structure or statuses need adjustment
12. Why This Screen Matters
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It is the single source of truth for Combo Meetings
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Scales well for large customer datasets
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Bridges configuration (File 2) and operations (File 1)
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Designed for managers, coordinators, and power users
One-Line Executive Summary
The Customer Connections 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 listing views.
