This page is generated from the product itself — the same source the built-in assistant answers from — so it cannot disagree with either.
What is CRM?
CRM — Contacts, companies, vendors and a sales pipeline. Keep contacts, companies and vendors in one place, and move deals across a pipeline board. On the App page it is listed under “Extra apps”. 3 of its screens are available today.
What screens does CRM have?
Not all of this app’s screens are available yet. The ones that are open today are listed below.
CRM ships these screens today:
- Relations: Contacts · Companies · Vendors
Being listed here means the screen opens today. On its own it does not mean every action on it is available — ask about the specific task, and where something is not built the answer says so rather than guessing.
Each screen opens for anyone who holds the permission in the last column. Being listed means the screen opens today; ask about the specific task if you need to know whether every action on it is available.
| Screen | Section | Permission needed |
|---|---|---|
| Contacts | Relations | crm.parties.read |
| Companies | Relations | crm.parties.read |
| Vendors | Relations | crm.parties.read |
Messages CRM can show
Each message is quoted exactly as the product shows it. Most say what to do in the message itself; where one names a setting, the place to change it is the app’s own settings screen or Company settings.
That contact is not in this workspace.
The reference {code} already belongs to another contact.
A contact needs a name.
{parentName} can only be named as the organisation a person works for.
A contact cannot work for itself.
“{role}” is not one of the roles a contact can hold.
{field} needs an amount and a currency together. Neither means anything on its own.
{currency} is written with {expected} decimal places, not {given}.
That deal is not in this workspace.
That stage belongs to a different pipeline.
{title} is already marked {status}. Raise a new deal rather than re-opening this one.
Was this page helpful?
Thank you.
Your answer is kept on this device only. Nothing is sent anywhere — there is no service behind this button yet, and this page will say so until there is.