Client Management Overview
Customers, projects, finance, tickets, offers, renewals and maintenance areas in Climenos.
Main admin areas
The documented WordPress admin areas include Dashboard, Settings, Customers, Projects, Renewals, Finance, Offers, Tickets and Reports.
Customer data
Customer cards are managed by the customer module. Related documented areas include credential/vault protection, financial agreements, Connector pairing data, documents and email history.
Projects and support
The project module manages projects and progress. Ticket and rich-text modules support requests, replies, internal notes and attachments where enabled.
Customer portal
Climenos provides a separate frontend customer portal through frontend logic, shortcodes and Elementor/Bricks integrations. Authorization must be enforced server-side, not only by hiding UI controls.