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In this course, we will demonstrate how to navigate the Portal application. This course serves as a practical example of using the application. To understand the data flow between the Alive Platform and the Portal, please read this course: https://gtsalive.atlassian.net/l/cp/7VwZWgeV |
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Dasboard
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In this course, we will guide you step by step on how to work with the Portal application.
Upon logging into the application, you'll be on the Dashboard screen, which we are currently preparing.
At the top of the application, you will find buttons for: 1) toggling dark mode, 2) switching tenants if your market is multi-tenant, 3) language switching, and 4) user logout.
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On the left side, you have the menu. Click on the "Customers" section. In this section, you'll find all the customers for that specific market.
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Data export from NCDB happens in real-time, so you see all the current data here.
You can search among customers or filter them according to your set criteria. Multiple filters can be set simultaneously. If you wish to clear filters, simply click on the cross icon.
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Customer detail
Customer details. In the customer details, you'll find all the essential information about your customer. "Personal Information" can be edited using the pencil icon. Whenever you enter a new value, it needs to be confirmed either by the checkmark icon or by pressing enter.