CRM: Actors, Projects & Contacts

The CRM module tracks client relationships, organizational contacts and functional roles, project initiatives, communication history, and geographic territory mapping.

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Unified Actor & Contact Roles Architecture

1. The Unified Actor Concept

Instead of maintaining separate, disconnected company records across departments, an Actor represents a unified business entity. An Actor can simultaneously serve as a customer, supplier, and partner without duplicating base profile data or address books.

2. Contact Roles & Slide-Over Drawer

Contacts linked to an Actor are assigned functional Contact Roles:

• Billing / Accounts: Automatically selected when emailing Sales Invoices or Statements.
• Delivery / Logistics: Automatically selected when dispatching Shipping Dockets and Tracking Numbers.
• Purchasing / Procurement: Automatically selected when transmitting Purchase Orders.
• Sales / Commercial: Assigned to quotes and commercial correspondence.
• General / Primary: Default contact point for general inquiries.

The Quick Contact Slide-Over (ContactSlideOver) allows operators to view, create, and update contacts seamlessly from Customer, Supplier, Order, or Shipment screens without leaving their active workflow.

3. Interactive Territory Map

The Map view (/crm/map) plots customer and prospect physical locations geographically on an interactive map, helping sales representatives plan on-site visits and optimize territory travel.

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Step-by-Step Workflows

1. Adding a Contact with Specific Roles

1. Go to CRM → Contacts (/crm/contacts) or open the Contacts tab on any Customer/Supplier record.
2. Click New Contact (/crm/contacts/new).
3. Enter the contact’s First Name, Last Name, Email, and Phone.
4. Select the primary Role (e.g. Billing / Accounts).
5. Toggle Primary Contact if this person should receive standard automated notifications.
6. Click Save Contact.

2. Creating a CRM Project

1. Go to CRM → Projects (/crm/projects).
2. Click New Project (/crm/projects/new).
3. Select or create the Actor (Company).
4. Enter the Project Title and description.
5. Log meeting notes, calls, and follow-up tasks in the activity timeline.

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Field Reference

Field	Description
Actor	Company or organisation entity.
Contact Name	First and last name of the representative.
Contact Role	Responsibility: Billing, Delivery, Purchasing, Sales, General.
Email & Phone	Direct electronic communication endpoints.
Project Title	Project or initiative name.
Primary Flag	Designates the default contact for document emailing.