AIXIS Customer Management
Sign in to manage customers, servers, and support.
AIXIS CRM
Dashboard
Operational overview and system KPIs.
CtrlK Quick actions
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Alt1-9 Jump pages
Entity Relationship Insights
Customers
| ID | Name | Country | Server | Subscription End | Address | Actions |
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AIXIS Workspace
Manage growth, identity, and maintenance controls from one unified section.Sales Pipeline
| ID | Name | Contact Person | Status | Phone | Latest Follow-up | Follow-ups | Converted Customer | Actions |
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News
| ID | Title | Body | URL | Date | Actions |
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Servers Workspace
| ID | Server Name | Location | IP Address | Open |
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Maintenance Admin
Time Sheet
| ID | Date | User | Type | Hours | Notes | Actions |
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Pending Vacation Approvals
| ID | User | Date | Notes | Status | Actions |
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Public Holidays
| Date | Name | Optional | Actions |
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Team Work
Open a team to view its sprints and navigate deeper into sprint tasks.
| ID | Team | Members | Description | Actions |
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Team Sprints
| ID | Name | Start | End | Status | Heat | Expected % | Phase | Tasks | Actions |
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Sprint Tasks
| ID | Task | SP | Assignee | Status | Due | Comments | Files + Links | Move To | Actions |
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Route format:
#aixis/teamwork/teams, #aixis/teamwork/teams/:teamId, #aixis/teamwork/teams/:teamId/sprints/:sprintId.
Financial Workspace
Bank Accounts & Cash Boxes
| ID | Name | Type | Linked GL Account | Opening Balance | Current Balance | Status | Actions |
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Customer Subscriptions
| ID | Customer | Product | Plan | Cycle | Amount | Next Billing | Status | Account | Actions |
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Assets
| ID | Name | Category Code | Paid From Account | Purchase Value | Current Value | Active | Actions |
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Expenses
| ID | Date | Bank/Cash Account | Category Code | Amount | Description | Actions |
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Income
| ID | Date | Customer (Optional) | Bank/Cash Account | Source | Amount | Description | Actions |
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Journal Entries
| ID | Date | Source | Memo | Debit | Credit | Status |
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Chart of Accounts
| Code | Name | Type | Normal | System | Linked Bank/Cash Account | Status | Actions |
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Basic Reports
Monthly Report
| Month | Income | Expenses | Net |
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Customer Report
| Customer / General | Active Subs | MRR | Income | Expenses | Net |
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Account Balances
| Account | Type | Linked GL Account | Opening | Current | Status |
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Trial Balance
| Code | Account | Debit | Credit |
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GL Ledger
| Date | Account | Memo | Debit | Credit |
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Account Transactions
| Date | Account | Customer | Memo | In | Out |
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AI Models
| ID | Name | Model Type | Provider | Input | Output | Active | Max Tokens | Prompt Domains | Cost / 1K | Actions |
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Tickets
Icon guide
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Status
Pending, Active, Resolved, Rejected, Closed (color coded)
⚑
Priority
Low, Normal, High, Urgent (color coded)
💬
Activities
Open ticket comments and timeline
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Details
Open ticket details/edit dialog
| ID | Ticket | Customer | Status | Assignee | Due | Actions |
|---|
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Users
| ID | Name | Admin | Permissions | Servers | Active | Actions |
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Access Diagnostics
Admin-only snapshot of assigned and effective module access for the signed-in account.
| Module | Assigned Read | Assigned Write | Effective Read | Effective Write | Source Module Key(s) |
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