Relation between People, Customers, Organizations

[hamid80386]

• Laravel CRM Version: #.#.#
• PHP Version:

Description:

I just couldn't find relation between people, organization and customer. In my experience in a CRM software we have a customer that has relation to organization, and many customer can be related to a organization. but you don't do that, you make them separately, and after that, when you are in creating new lead, you get Customer name again, Organization Again and people again. whereas you could make a relation between people and organization and remove customer part, and then in making new lead, call just a people and it load it's organization automatically.

Because lack of enough documents in doc part, this question happened to me.

Please tell us about Customer, Organization and people and their rules and relations in your system.

thanks

[andrewdrake]

Sorry I haven't quite finished the docs as yet, working on it.

A customer is more of a group of people or organizations. So a customer has one or many people or organizations.

A customer for example could be a person, but that person has 3 organizations (companies). The customer or client is that person you deal with, but you may raise an invoice against that customer's organization.

Open to suggestions here, I think it may be a bit confusing.

[hamid80386]

I agree with this perspective, as it's indeed possible for an individual to work for multiple companies, be responsible for procurement for multiple companies, or even work independently.

The only caveat is that this needs to be clearly communicated to users.

Thank you for the clarification.

[hamid80386]

I went back to the customer section Do you think the fields in this section are not enough? Doesn't it also want relations and address and phone and tag? The customer is B2B in this system, but it is mandatory to add a person and organization in the leads section and other sections I think we have complications in some places, a few short explanations in the documentation section can be very helpful

[andrewdrake]

I am re-evaluating this design at the moment

[juanmafx]

Hi hope you are doing well.I would like to know withch it's the default user admin password. At que moment of start up environment.Kind regards.On May 22, 2024 03:50, Andrew Drake @.***> wrote: I am re-evaluating this design at the moment

—Reply to this email directly, view it on GitHub, or unsubscribe.You are receiving this because you are subscribed to this thread.Message ID: @.***>

[andrewdrake]

There is no default admin user, you can register users as you normally would in your Laravel app at /register

There is a config setting also where you can set an initial admin user to access the crm, this is the section from the laravel-crm.php config file.

` /* |--------------------------------------------------------------------------

CRM Owner
This value relates to the primary owner for the crm. It must be set as
the email address for the user registered in the users table so that you
can access the crm initially. You will need to register this user after
the crm is installed if not already.

*/

'crm_owner' => env('LARAVEL_CRM_OWNER', ''),`