Deleted documents stay here for 30 days and are then permanently removed automatically. Restore before then if needed.
File
Customer
Size
Deleted At
Auto-purge in
Actions
Users
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
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
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.
Key Performance Indicators
Reminder Email Log
These entries are logged automatically each time the scheduled reminder email goes out to office@fynmate.in (daily, 9:00 AM IST).