CRM › Customers
Relationships
Who knows whom, every touch, and what was agreed.
In CRM → Customers · 3 screens
| 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 |