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CRM Settings
Application address: /crm/settings · Product baseline: 0.4.0
Reference status
Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.
Open this screen
Use OSERP navigation to find CRM Settings, or open /crm/settings on your OSERP application after signing in. Confirm the active company before reading or changing records.
Menu access: crm:manage
Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.
Fields and input controls
Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.
person.ecrStatus
| Property | Reference |
|---|---|
| Reference key | person-ecr-status |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | person.ecrStatus |
| Editing | No disabled/read-only condition declared directly on this control. |
Pipeline
| Property | Reference |
|---|---|
| Reference key | pipeline |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Search leads, deals, accounts
| Property | Reference |
|---|---|
| Reference key | search-leads-deals-accounts |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | Search leads, deals, accounts |
| Editing | No disabled/read-only condition declared directly on this control. |
Organisation
| Property | Reference |
|---|---|
| Reference key | organisation |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Phone
| Property | Reference |
|---|---|
| Reference key | phone |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Email
| Property | Reference |
|---|---|
| Reference key | |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Source
| Property | Reference |
|---|---|
| Reference key | source |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Value
| Property | Reference |
|---|---|
| Reference key | value |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Expected close
| Property | Reference |
|---|---|
| Reference key | expected-close |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Looking for
| Property | Reference |
|---|---|
| Reference key | looking-for |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Find an account by name, code or phone
| Property | Reference |
|---|---|
| Reference key | find-an-account-by-name-code-or-phone |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | Find an account by name, code or phone |
| Editing | No disabled/read-only condition declared directly on this control. |
Contact
| Property | Reference |
|---|---|
| Reference key | contact |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
Owner
| Property | Reference |
|---|---|
| Reference key | owner |
| Location | Screen / contextual panel |
| Input control | Field |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Editing | No disabled/read-only condition declared directly on this control. |
price
| Property | Reference |
|---|---|
| Reference key | price |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | price |
| Editing | No disabled/read-only condition declared directly on this control. |
919847012345
| Property | Reference |
|---|---|
| Reference key | 919847012345 |
| Location | Screen / contextual panel |
| Input control | input |
| Required in interface | not declared on control |
| Maximum characters | Not explicitly declared on this control |
| Placeholder | 919847012345 |
| Editing | No disabled/read-only condition declared directly on this control. |
Named actions
These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.
- New
- Lead
- Opportunity
- Task
- Cancel
- Save anyway
- Create
- Change
- ·
- x
- /
Help text and messages
The following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.
- Each open stage can give the deal's owner a task the moment a deal enters it - set it in Pipelines & stages, under "Task on entering".
- A deal that sits in a stage longer than the stage's "stuck after" days, with no open task, gets one follow-up task for its owner. Once per stay in the stage; moving the deal resets it. Checked every 5 minutes.
- Writes the morning plan, deal and account summaries, follow-up messages, inbox replies and a review of the pipeline with suggested tasks. It never sends, saves or moves anything by itself - you choose. Uses the AI connection under AI settings.
- Start from your trade. Applying an industry adds its pipelines beside any you have and never changes a stage leads are sitting in, so a business that does two things can apply two.
- Each stage can ask for papers, fields or results before a record may enter it, and start things when it does. A move that skips stages must satisfy every stage it passes.
- One won stage, at least one lost stage. A lead sitting in a stage past its days is shown as stuck. A stage with leads in it cannot be removed.
- Print the QR at the counter, on a brochure or at an event stand. A visitor scans it, fills four boxes, and the lead is in your inbox - or added to their open lead if they already have one.
- The client and the deal are created together. A client with this phone or email is found and used, never duplicated.
- Choose your industry once. It creates the pipelines, stages, fields and lost reasons your trade uses, and you can change all of it afterwards.
- A phone number or an email address is needed, so someone can reach them.
- Connect where your customers write. Every message lands in CRM > Inbox, on the lead or account it belongs to, and replies go back the same way. WhatsApp (linked) connects your number by scanning a QR code today, with safety limits - not the official WhatsApp API, so use it until the Cloud API is approved, then switch. All the others are official APIs.
- Each new conversation goes to the next person on this list. People who are no longer active are skipped.
- Tick the people who may see and answer these conversations. With nobody ticked, everyone with CRM access can.
- Company WhatsApp notifications then go from this number (set for you when no other WhatsApp gateway is configured). Till receipts also need POS Settings > Digital receipts switched on - or press Send a copy after a sale. Switch to the Cloud API in Integrations > Notifications once it is approved.
- Halved for the first three days after linking. Replies to people who wrote first count only towards the first.
- Messages from every channel arrive here. Assign them, reply with photos, documents and voice notes, and leave notes only your team can see.
- Note for the handover (optional)
- Team note - only your team sees this
- Write a note for your team
- Add a note to their open lead
- The rotation (Automation settings)
- The first row must be the headings. Columns are matched by their headings; change any that are wrong. Up to 5,000 rows at a time.
- Website, QR form, WhatsApp and imported leads with no owner go to the next person in turn. People who have left are skipped. Each source rule keeps its own turn.
Verification still required
Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.
See the operating manual, coverage register, and troubleshooting guide.