Related Applets
Membership is an editorial judgement and is generated from one membership table. Five applets are documented under Digital CRM; the applets it depends on are owned by six other modules. (The membership table still files the Bot Applet as a platform tool while the applet’s own page names this module — a discrepancy recorded for a ruling; the page is linked below either way.)
The five applets this module owns
The omnichannel inbox, the task queues and the rule engine that routes work to teams and agents; contacts, virtual contacts, endpoints, broadcasts, dashboard and reports
Leads and the deals they convert into, classified by the projects, sources, stages, types and ratings you define; a dashboard and a CSV lead import
The audit / assurance / tax practice’s client-file register: engagements, fiscal year ends, roles and categories
Calendars and members, events and participants, agenda attachments, and the claim-based Event Expense Report
Bots, conversation flows, elements and element sequences — the menu chatbot that answers a channel first and creates the contact-centre task when it hands over
From Core
| Applet | What Digital CRM needs |
|---|---|
| Customer Maintenance | The customer a contact-centre contact is merged with and an engagement is raised for; credit terms, limit and the OK / BLACKLISTED status that no CRM applet reads |
| Entity | The entity behind a customer, a merged contact, an engagement’s billing party and an event’s linked companies |
| Employee Maintenance | Engagement roles and fiscal-year-end staff; event PICs, participants and calendar members |
| Organisation Applet | The billing company and branch on an engagement; the required Company on an event |
| Doc Item Maintenance | The items the contact centre’s Product panel browses and shares |
| Tenant Admin | Login subjects (an agent is a role on one) and the server-side permission families |
Handed to E-Commerce, E-Invoice and Sales
| Applet | Relationship |
|---|---|
| Shopping Cart | The contact centre’s Shopping cart panel opens a cart for the customer from inside a conversation; the document and its effects are the cart’s |
| MyInvois Admin | The E-Invoice panel requests an e-invoice for the customer and shows its validation status |
| Sales Quotation (Internal), Sales Order (Internal), Sales Invoice (Internal) | Where a lead becomes money. The registers are separate: the quotation is raised by a person against a customer record, not generated from the lead |
| Sales Inquiry (Internal) | The pre-sales document — a customer, lines, no stock, no posting — for tenants that want an inquiry in the document chain rather than a lead in a register |
From Membership, Claims and Financial Accounting
| Applet | Relationship |
|---|---|
| Membership Admin | A membership card is one of the four records Contact Merging can attach to a contact-centre contact |
| Commission Scheme | Shares the sfa sales-group endpoints with the lead register (salesman groups for commission) |
| Claim | A claim line tagged with an event’s GUID is what the Event Expense Report reads; the tagging happens here |
| Debtor Report, Debtor and Creditor Report | Outstanding documents, ageing and statements for the customers the CRM applets talk to; the numbers the credit-status sweep is computed from |
From Inventory — by accident, not design
| Applet | Relationship |
|---|---|
| Stock Reservation Applet | Only through a Sales Force Automation rebuild that cannot be installed: there its Organization menu opens a copy of this applet’s screens. The build a tenant installs has a real organisation register under that menu and touches no stock reservation |
Inside the module
| Applet | Relationship |
|---|---|
| Sales Force Automation → Unified Contact Center | The CSV lead import can raise one contact-centre outbound task per imported lead, and a lead’s Contacts tab writes into the contact centre’s own contact register — the only automatic hand-offs between two applets in this module |
Applets whose pages name Digital CRM as a supporting module
Recorded from their own front matter, not from a dependency this module’s pages establish: Car Workshop Applet (a service consultation record that spawns sales documents) and Content Management System (storefront content). Neither is read or written by a CRM applet.
What Digital CRM supplies to other modules
- E-Commerce and E-Invoice: the customer, item and conversation context a cart or e-invoice is requested from.
- Claims: the event GUID a claim line can carry.
- Core: contacts and teams, both stored where the rest of the platform shares them.
Registry rows filed under this module with no page
| Row | Status |
|---|---|
Digital Marketing (DGMKT, ACTIVE) | The campaign engine — marketing projects, uploaded contact segments, schedules, campaigns and recurring campaigns, sending through contact-centre WhatsApp Business and e-mail-broadcast endpoints. A segment is a CSV you upload rather than a rule the product evaluates, and treatments are declared and never executed — the table and its API shipped in 2023, the engine did not. No page in this wiki yet |
Unified Contact Center Java (UnifiedContactCenterJava) | A second entry beside the contact-centre applet; which one your tenant is served is a question for your BigLedger contact |
| Inquiry, Inquiry Management, Newsletter Management | Not part of the product line documented here |
Contact Maintenance (ContactMaintenanceApplet) | No page yet |
Customer Profile (customerprofileapplet) | A customer-specific build; not documented as product |
Team Maintenance and AI Customer Analytics are not part of the product and have no page.