eSlider/go-onlyoffice
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases 3 Wiki Activity

docs(crm): Team vs Contacts and persons update note

Browse Source
This commit is contained in:
eSlider
2026-08-09 14:28:17 +01:00
parent 42c31d4b48
commit 11aa23f1a1
1 changed files with 4 additions and 1 deletions
Download Patch File Download Diff File Expand all files Collapse all files
docs/crm-associations.md
+4 -1
View File
@@ -22,7 +22,7 @@ Company (#CONTACT_ID)
| Layer | CLI | Must link | | Layer | CLI | Must link |
|-------|-----|-----------| |-------|-----|-----------|
| Company | `oo companies create` | website, email, phone, **one** Billing address | | 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 | | Deal | `oo opportunities create` + `member-add` | company **and** person as members |
| Project | `oo projects create` + `contacts add` | same company + person | | Project | `oo projects create` + `contacts add` | same company + person |
| Invoice | `oo invoices create --contact COMPANY --opportunity DEAL` | `entityId` at **create** | | 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`) - `#invoices` on the **deal** → invoice (needs `entity`)
- `#files` → preferably **one** current `P-….pdf` - `#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 ## Hard rules
1. **One company per legal entity.** Duplicate “bill-to” contacts empty Deals / 1. **One company per legal entity.** Duplicate “bill-to” contacts empty Deals /