Live workspace

FinCon-connected customer desk

FinCon API Checking Loading configuration
Customers - Debtor accounts
Orders - Sales orders and quotes
Outstanding - Customer balances

Quick filters

Find the right company or contact by area, type, preference, and role.

Filters will load after CRM data is ready.

Endpoint discovery

CRM build queue

  • Store FinCon URL and username outside source code
  • Build demo CRM workflow while Windows test API is pending
  • Confirm test API network access from Mac
  • Map real FinCon debtors to customer records
  • Add customer timeline and follow-ups

Next actions

Customers

Search by account, company, person, phone, email, WhatsApp, or area.

Use search or All to load customers.
Account Name Phone Email Area Last bought Matched on
No customer data loaded yet.
Select a customer Open a customer to see orders, notes, and follow-up tasks.

Suppliers

Search by account, company, person, phone, email, WhatsApp, or area.

Use search or All to load suppliers.
Account Name Phone Email Currency Area Last bought Matched on
No supplier data loaded yet.
Select a supplier Open a supplier to see contact people, currency, notes, and follow-up tasks.

Orders

Sales orders and quotations will be joined to customers here.

Order Customer Date Status Total Rep
No order data loaded yet.

Global search

Find companies, people, phone numbers, WhatsApp numbers, emails, roles, areas, and contact preferences.

Search is ready.

Website price preview

Preview product and price rows before any website update is allowed.

Code Description Price Stock Website Status
No website price preview loaded yet.

Integrations

FinCon, website, WhatsApp, and future company systems connect here.

Import mapping

Map pasted customer, supplier, or contact lists into CRM fields before importing.

Column mapping

Paste data and click Preview to detect columns.

Preview

No import preview yet.
Type Account Name Area Preference Person
Preview rows will appear here.

Settings

Normal company settings are shown first. FinCon/API connection settings are separated because they affect syncing.

Currency
-
Mode
-
Do not touch unless Heidi is working with the FinCon/API setup. Changing these values can stop the CRM from syncing customers, suppliers, balances, and stock from FinCon.
Base URL
-
FinCon username
-
FinCon password
Not shown
REST API username
-
REST API password
Not shown
Auth scheme
-

CRM login

Change your CRM login password.

Password changes apply to the username shown above.

Local CRM data

Export or import local company profiles, people, notes, tasks, and settings.

Ready for local CRM backup or restore.

Audit trail

Recent local CRM changes and sync events.