Resource Hub - Customer and Resource Management

The Resource Hub centralizes access to all your customers, employees, projects, equipment and other resources into a single location to help you quickly find, get information on, or update them as needed. The Resource Hub gives quick and easy access to resources and their information for daily users without the need to access the advanced admin tools or accounts settings. Adding a note to a resource automatically updates the resource's "Last Note" date helping you track recent activity and engagement.


Centralized Repository: Organizes and stores all resources in one place, making them easily discoverable.

Improved Accessibility: Allows users to quickly find the information they need, reducing time spent searching and switching pages.

Enhanced User Experience: Provides a user-friendly interface for accessing and navigating resources for key information and actions.


Easily search to find a specific resource, or select a group to see all resources from that group along with critical information like their email address, location, status and labels.



Clicking a resource will open an information panel to show extra details like their attachments, connections, recent events booked against them and various statistics. From the information panel you can perform quick actions like adding a new task or event, emailing or calling, or edit their information in your database.