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Data 29 OCT 09:03 UTC

Customer Relationship Management

customers in @open-mercato/core

Core CRM capabilities for people, companies, deals, and activities.

Ships with Open Mercato 0.9.0

On in a new app. Nothing to enable.

In an app from the empty preset

yarn mercato module enable @open-mercato/core --module customers

Then run yarn generate. Core is already installed, so nothing is downloaded.

Anatomy

ADDS 26 TABLES · 22 PERMISSIONS · EMITS 51 EVENTS

Data

  • customer_entities
  • customer_people
  • customer_person_company_links
  • customer_companies
  • customer_deals
  • customer_deal_stage_transitions
  • customer_deal_people
  • customer_deal_companies
  • customer_activities
  • customer_interactions
  • customer_comments
  • customer_addresses
  • customer_settings
  • customer_tags
  • customer_tag_assignments
  • customer_dictionary_entries
  • customer_pipelines
  • customer_pipeline_stages
  • customer_todo_links
  • customer_entity_roles
  • +6 more

API

Routes are not listed for built-in modules.

Security

customers.

  • people.view
  • people.manage
  • companies.view
  • companies.manage
  • deals.view
  • deals.manage
  • activities.view
  • activities.manage
  • settings.manage
  • pipelines.view
  • pipelines.manage
  • widgets.todos
  • widgets.next-interactions
  • widgets.new-customers
  • widgets.new-deals
  • interactions.view
  • interactions.manage
  • roles.view
  • roles.manage
  • email.compose
  • +2 more

Events

  • emitscustomers.person.created
  • emitscustomers.person.updated
  • emitscustomers.person.deleted
  • emitscustomers.company.created
  • emitscustomers.company.updated
  • emitscustomers.company.deleted
  • emitscustomers.deal.created
  • emitscustomers.deal.updated
  • emitscustomers.deal.deleted
  • emitscustomers.deal.won
  • emitscustomers.deal.lost
  • emitscustomers.comment.created
  • emitscustomers.comment.updated
  • emitscustomers.comment.deleted
  • emitscustomers.address.created
  • emitscustomers.address.updated
  • emitscustomers.address.deleted
  • emitscustomers.activity.created
  • emitscustomers.activity.updated
  • emitscustomers.activity.deleted
  • subscribescommunication_channels.channel.visibility_changed
  • subscribescustomers.deal.lost
  • subscribescustomers.deal.won
  • subscribescommunication_channels.message.received
  • subscribescommunication_channels.message.sent
  • subscribesworkflows.task.assigned
  • +31 more

UI

  • 18 backend pages
  • 5 widgets

Background

  • 2 workers
  • 4 CLI commands

AI

  • 20 AI tools
  • 3 AI agents

Not read: credentials and env, hosts (not in module-facts.v2.json).

From module-facts.v2.json in @open-mercato/cli 0.9.0. Read statically, not executed.