Contacts is a Parties & CRM module focused on Contact create flow, lists, and groups. Users typically enter this area for Contact database, Portal-ready customer profiles. It connects naturally with Contact Module, follows Parties, and fits into a workflow shaped by independent navigation flow. In client terms, this module represents a clear operational capability, not just a menu label.

Parties & CRM

  • view
  • add
  • list

Primary Work Area

Contact create flow, lists, and groups. This is the main business area users enter when they need to operate or monitor contacts.

What Users Do Here

Key activities include Contact database, Portal-ready customer profiles, Client communication base. These are the daily tasks, records, and operational steps most closely tied to this module.

Linked Menus & Screens

Users can move from this module into related screens such as Contact Module, so this area acts as a gateway into deeper workflows.

Control & Configuration Fit

This module remains aligned with existing control layers such as Parties, which helps keep enable/disable logic and navigation governance consistent.