'dark', 'High' => 'danger', 'Medium' => 'warning', 'Low' => 'info']; $tone_text = ['danger' => 'text-danger-emphasis', 'warning' => 'text-warning-emphasis', 'info' => 'text-info-emphasis', 'secondary' => 'text-body']; $money_format = function ($amount) use ($currency_format, $client_currency_code, $session_company_currency) { return numfmt_format_currency($currency_format, floatval($amount), $client_currency_code ?: $session_company_currency); }; ?>

Lead Archived

Needs attention

Technical

Open tickets

opened, resolved in the last 30 days View all
No open tickets.

Quick notes

Key contacts

All contacts
Mark contacts as primary, billing, technical or important and they show here.

Favorites

Projects

View all
$project) { $project_stats = $open_projects['stats'][$project_id]; ?>

Services

View all
$service) { $service_issues = $client_services['issues'][$service_id]; $service_review = serviceReview($service); $service_danger = in_array('danger', array_column($service_issues, 'tone'), true); ?>

Renewals

Expired or due in days
8) { ?>
Nothing expired or due in the next days.

Assets

View all
$group) { if (!$group['count']) { continue; } ?>

Shared links

All shared links
$item['item_type'], 'icon' => 'fa-share-alt']; // Documents and files look and open as they do everywhere else if ($item['item_type'] === 'Document' && $item['item_name']) { $item_tile = documentTile('sm'); } elseif ($item['item_type'] === 'File' && $item['file_ext']) { $item_tile = fileTypeTile($item['file_ext'], 'sm'); } elseif ($item['item_type'] === 'Credential' && $item['credential_uri'] !== null) { $item_tile = credentialTile(['credential_name' => $item['item_name'], 'credential_uri' => $item['credential_uri'], 'credential_description' => $item['credential_description']], 'sm'); } else { $item_tile = ''; } $item_received = $item['item_type'] === 'Request' && $item['item_received_at']; ?>
Sent back - save it

Recent activity

Audit log
Nothing recorded yet.

Financial

Unpaid invoices

All invoices
count($open_invoices['invoices'])) { ?> more unpaid
All invoices are paid.

Recurring invoices

View all
No recurring invoices.

Invoiced and paid

Last 12 months
0) { ?>
Nothing invoiced or paid in the last 12 months.