Where to begin?
Scheduling the work with information is the main key to the effectiveness of CRM. Analyze the processes in your company, make a plan of processes and only then proceed with the design of your application.
The entity in the Rukovoditel is a table in the database that contains a number of settings and rules for interacting with data in the table. Go to the "Application Entities" page and create the necessary entities. After creating the entity, go to the "Field Configuration" page and create the required fields. Read more.
To organize one-to-many communication, create a nested entity. When creating an entry in a nested entity, it will be automatically assigned to the parent record.
Also, there is a special type of field "Entity", with which you can organize the connections between any entities in the structure of the application.
To organize such a connection, a special type of the field "Related records" is provided. Read more.
Communication with users
For data communication with users, two special field types are provided: "Users" and "User Group". The value of these fields will be checked by the access rules in the system. Read more.
To organize more complex relationships between tables, a special field type “MySQL query” is provided, which will allow you to select data from the table according to several conditions. Read more.