Registered clients
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NEXFIN ADMIN CONSOLE
Administration
Internal operations, client relationship management and support.
Applications
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Open tickets
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Research items
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Client relationship management
Administrator-only client and enquiry overview.
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Service orders & payments
Review new requests, set custom quotations and update delivery progress. Only mark work complete when it has been delivered.
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Application queue
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Website contact enquiries
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Support queue
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Publish research
Add an educational research item to the client library.
Send client notification
Send an account update to a specific client UUID.
Upload private document
Upload a PDF or image to a client's private vault.
Issue invoice record
Create an administrative invoice record. This does not collect payment.