The tabs, the data and the actions of the shared customer page, and the dashboard switches that release data to it
The customer page shows the orders of one customer. The page has five tabs: Overview, My Cars, Payments, Documents and Messages.
| Tab | Content |
|---|---|
| Overview | The customer name, one card for each order and a Contact Dealership button. An order card shows the car, its status, the Expected Delivery date, and the amounts Agreed, Paid and Remaining. |
| My Cars | One card for each order. The card shows the car details, the shared photos and videos, the shared papers for the car, the shipment and the delivery progress. |
| Payments | The agreed amount, the paid amount and the remaining or overpaid amount for each order. A list shows every payment and refund with its date, method and reference. |
| Documents | The Invoices card, the documents that the dealership shared, and the Send a document button. |
| Messages | A conversation with the dealership. |
Open orders and won orders appear. Lost and cancelled deals do not appear. A customer with several orders switches between them in the sidebar.
The Shipment section appears on the car card when the shipment is visible to the customer. It shows the carrier, the vessel, the container, the bill of lading, the origin, the destination, the departure, the arrival and the days remaining. A tracking number can be copied. The button Track Shipment opens the tracking link.
A tracked shipment also shows the Live voyage. It lists the status, the estimated arrival, the milestones and the ports of the route. It adds a route map and the time of the last update from the carrier.
The dashboard sends a notification to the team when the customer sends a message or uploads a document.
The customer page shows only what the dealership releases. These switches control it.
| Data | Where the switch is | Default |
|---|---|---|
| Invoice | The invoice page, the invoice list and the Invoices card | Visible |
| Shipment | The shipping form of the car, the switch Visible to Customer | Visible |
| Car photo or video | The media list of the car, the eye button | Hidden until released |
| Document | The documents list, the eye button | Hidden until released |
The eye button has the tooltip Visible to Customer or Hidden from Customer.