View extensive details about your customers from designated customer information pages.
Primary Audience: All Internal Users
In the Team Hub, internal users can access comprehensive details about customers, offering a holistic and centralized view of each customer and their business activities within the organization. This includes information from the Agronomy, Grain, and Energy business units, as well as account balances, historical data, and contact details.
To access individual client information, follow the steps below:
- Navigate to the Clients tab within the Team Hub
- Select the customer you wish to view
- Scroll through the Summary page to gain a quick view of the customer
- Or, use the Summary dropdown to navigate to specific pages of information available for the client.
A detailed step by step video walkthrough can be found here.
Note: The list of clients internal users have access to is dependent on their User Role. To learn more about client visibility permissions, please reference the Standard Permissions & Functionality by Role resource.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.