Big 'n' Lots of Doubts

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1

Dear wixFriends, hello !

Well, i’m a newbie for sure, but i’m so interested in WIX CODE that I want some insights from you all about somethings:

  1. I always want to have a customer dashboard on my wix website, to each customer could see each invoices, bids and “in progress” status … I have a fintech and we have some lots of products in our platform, since personal loans until car insurance, for example. This dashboard the customer will see their profile, the past operations, the forecasting renewals … But: the information updates will only make by me or my colleagues. Can I do it ?
  2. As the Item 1, we also have our own business network of sales rep. We like to have another dashboard for this public, including their respectives customers, their revenues of sales and so.

Well, resuming: will be incredible If we can build a simple and basic CRM & basic ERP - financial …

Is there anyone here that can explain the possibilities of WIX Code ?

Thanks buddies !

2

Hi tecnologia,

sounds like Wix Code offers the capabilities you need for your website.
For example, for restricting collections permissions to admins only, look here:

The article above also includes an example for current user validations (in order to show the dashboard for a customer only).

You should also use Members Area, Site Members: Adding and Setting Up a Members Area | Help Center | Wix.com, to allow users to register to your site.

About the dashboard themselves, here is an example of displaying a chart according to data: https://www.wix.com/code/home/example/Chart.

Here is a link to our wix-code reference for more guidance: Velo API Reference - Wix.com

Feel free to ask any more questions if you need.

Good luck, Idan.