CRM › Customers
Relationships
Who knows whom, every touch, and what was agreed.
In CRM → Customers · 5 screens
RecordsRelationship ManagementWho is connected to whom — parents, employers, referrers, decision makers — and how strongly.OpenRecordsInteraction HistoryOne timeline whatever the channel — calls, emails, meetings, events, payments and portal sign-ins.OpenRecordsTasks & Follow-upsWhat is owed to whom and by when. A task past its due date says so rather than waiting to be noticed.OpenRecordsActivitiesCalls, e-mails, meetings and notes logged against a customer, a contact or an opportunity, and what is still to do.OpenReportCalendar InvitationsInvitations sent from CRM meetings and activities: who was invited to what, when, and how often it was sent. Sending again after a change updates the same calendar entry; cancelling removes it from every calendar.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Relationship Management | List | Who is connected to whom — parents, employers, referrers, decision makers — and how strongly. | 8 | 11 | 0 |
| Interaction History | List | One timeline whatever the channel — calls, emails, meetings, events, payments and portal sign-ins. | 10 | 12 | 1 |
| Tasks & Follow-ups | List | What is owed to whom and by when. A task past its due date says so rather than waiting to be noticed. | 9 | 10 | 1 |
| Activities | List | Calls, e-mails, meetings and notes logged against a customer, a contact or an opportunity, and what is still to do. | 6 | 7 | 3 |
| Calendar Invitations | Report | Invitations sent from CRM meetings and activities: who was invited to what, when, and how often it was sent. Sending again after a change updates the same calendar entry; cancelling removes it from every calendar. | 10 | 0 | 2 |