Recent activity
| Order | Client | Project | Status | Event date | ETA | Created |
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| Company | Status | Orders | Added |
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| Project | Client | Status | Est. Value | Orders | Created |
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| Order | Client | Carrier | Tracking # | Event date | Tracking ETA | Status |
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| Client | Project | Description | Status | Link | Created | Viewed | Last Sent |
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Pipeline
Task Categories
Settings
Client Preview
See the portal exactly as a client would. Switches the UI into client mode — no data is changed. Click Exit Preview to return to admin.
Session
Sign out and return to the login screen. Use this to switch accounts or clear a stuck session.
More settings coming soon. Will include Wave integration link and notification preferences.
Task Categories
Manage the categories and default steps used when adding tasks to projects.