See the 360° client view
The 360° client view (klantbeeld) is the single screen a KCC agent or account manager opens to see everything about one client: who the contacts are, which leads and requests are open, the full interaction timeline, and any callbacks or tasks still due.
Goal
Open a client's 360° view and locate their open leads, recent contact moments, and pending callbacks from one screen.
Prerequisites
- The client (person or organisation) already exists. See Add a client.
Steps
1. Open the client's detail page
From the Clients list, or by searching the client's name in the top search bar.
The 360° view IS the default detail page. Opening any client row lands you here. The sidebar tabs on the right are the per-record-type drill-downs (Contacts, Leads, Requests, Contactmomenten, Tasks, History); the page header + summary panels are the 360° view itself.
2. Review the summary header
The header shows the client Name with Type (person / organisation) and Status badges, the Owner (account manager) avatar with a quick-reassign menu, and a row of open-work counts (Open leads, Open requests, Pending callbacks, Open complaints), each clickable as a filtered jump-link.
3. Scan the panels
- Contacts: linked contact persons for an organisation.
- Pipeline: open leads with their stage and probability.
- Requests: open requests from this client.
- Timeline: chronological contact moments and activity.
- Callbacks / tasks: anything still due.
4. Drill into any item
Click a lead, request, or contact moment to open it in place. The 360° view stays as your home base.
Verification
- Every open lead and request for the client is listed in the relevant panel.
- The timeline shows the most recent contact moment first.
- Callback / task counts match what's in your My Work queue for this client.
Common issues
| Symptom | Fix |
|---|---|
| A panel is empty but you expect data | The data exists on a linked record (e.g. a lead on a contact person, not the organisation). Open that record's own 360° view. |
| Timeline stops part-way | The timeline is paginated. Scroll or click Load more at the bottom. |