Contacts, activity and tasks
The customer card includes a lightweight CRM stream when the plan allows CRM. It sits next to customer details, contacts, and open orders; activities can be associated with projects.
CRM plan access
Section titled “CRM plan access”When CRM is locked for the organization, the contacts and activity CRM sections are hidden. When available, activity belongs to the customer and can reference contacts and projects.
01. Log an activity
Section titled “01. Log an activity”Choose an activity type and write the body:
| Type | Required fields | Use for |
|---|---|---|
| Note | Body | Free-form account history. |
| Call | Body | Phone conversations. |
| Body | Email summaries. | |
| Meeting | Body | Meetings and site visits. |
| Task | Title | Future work to do. |
Non-task activities require a body and do not carry due date or task status. Activities can link to a customer project and can include attendees from the customer contacts list.
02. Create a follow-up task
Section titled “02. Create a follow-up task”A task is an activity with a title, optional due date, and status of open or done. Completing a task changes its status and records completion time.
Open tasks are sorted ahead of completed timeline history, and the customers list can show the next task for each account.
03. Mention contacts
Section titled “03. Mention contacts”When writing activity text, mention a contact by name to add them as an attendee. Contact-specific streams can filter activity to the selected contact.
04. Group work into projects
Section titled “04. Group work into projects”Projects group sales activity and related orders under one effort, such as a season, job site, or campaign.
| Project field | Meaning |
|---|---|
| Name | Required project name. |
| Status | Set it to Planning or Active (the model also tracks hold and done). |
| Target end date | Optional target date. |
| Summary | Optional description. |
Customer projects roll up linked order count and value in the customer read model.