From 11aa23f1a17471bad2bd95fddb769a94afbcf97a Mon Sep 17 00:00:00 2001 From: Andriy Oblivantsev Date: Sun, 9 Aug 2026 14:28:17 +0100 Subject: [PATCH] docs(crm): Team vs Contacts and persons update note --- docs/crm-associations.md | 5 ++++- 1 file changed, 4 insertions(+), 1 deletion(-) diff --git a/docs/crm-associations.md b/docs/crm-associations.md index 2405561..8e443e6 100644 --- a/docs/crm-associations.md +++ b/docs/crm-associations.md @@ -22,7 +22,7 @@ Company (#CONTACT_ID) | Layer | CLI | Must link | |-------|-----|-----------| | Company | `oo companies create` | website, email, phone, **one** Billing address | -| Person | `oo persons create --company-id` | job title; never encode employer in `lastName` | +| Person | `oo persons create --company-id` / `oo persons update ID` | job title; never encode employer in `lastName`; **update uses JSON** (form PUT ignores `companyId`/`about`) | | Deal | `oo opportunities create` + `member-add` | company **and** person as members | | Project | `oo projects create` + `contacts add` | same company + person | | Invoice | `oo invoices create --contact COMPANY --opportunity DEAL` | `entityId` at **create** | @@ -36,6 +36,9 @@ UI checks (same company card): - `#invoices` on the **deal** → invoice (needs `entity`) - `#files` → preferably **one** current `P-….pdf` +**Project Team ≠ Project Contacts.** Team = portal users. CRM people/companies +show under the project **Contacts** tab (`oo projects contacts list`). + ## Hard rules 1. **One company per legal entity.** Duplicate “bill-to” contacts empty Deals /