Fynmate Dashboard

Cases

Customer	Firm	Product	Status	Case Value	Last Activity	Reference

Document Trash

Deleted documents stay here for 30 days and are then permanently removed automatically. Restore before then if needed. Newest deletions shown first.

	File	Customer	Size	Deleted At	Auto-purge in	Actions

Users

Name

Email

Role

Name	Email	Role	Status	Actions

Admin (office@fynmate.in) manages users here. In production this maps to Firebase Auth + custom role claims — see setup guide.

Reference Database

Name

Firm Name

Email

Mobile

Date of Birth

Remarks

Search

Name	Firm Name	Email	Mobile	DoB	Remarks	Actions

These are the referring parties who bring in leads. Existing cases' Reference entries are added here automatically. A Reference login (see Users) is auto-linked to a record here once its login email matches the Email set for that record. Editable by Edit or Admin rights. Set a Date of Birth to send an automatic birthday email. Import CSV expects a header row with Name (required), Firm Name, Email, Mobile, DoB, Remarks — export your Excel sheet as CSV first.

Customer Database

Name

Firm Name

Email

Mobile

Date of Birth

Remarks

Search

Name	Firm Name	Email	Mobile	DoB	Remarks	Actions

Existing cases' Customer Name entries are added here automatically. Editable by Edit or Admin rights. Set a Date of Birth to send an automatic birthday email. Import CSV expects a header row with Name (required), Firm Name, Email, Mobile, DoB, Remarks — export your Excel sheet as CSV first.

Data & Utilities

Needs Attention — Ageing Limits

Backup & Restore

Data & Utilities

Needs Attention — Ageing Limits

Backup & Restore

Cases

Needs Attention — Ageing Limits

Add Lead

Add Bank Login

Trash

Document Trash

Users

Reference Database

Customer Database

Key Performance Indicators

Reminder Email Log