crm (module)

Centre module · crm

UI label: CRM

A per-centre switch in center.modules. When it is off, every feature below loses its menu entry and its ability check (canAccess) rejects direct navigation.

Features gated by this module

CRM

• Customer list & filtering
• Customer create & edit
• Customer deletion with unsubscribe notice
• Customer CSV export with column picker
• Customer CSV import
• Children CSV import
• Save current filters as a segment
• Segment list, refresh & export
• Segment builder with automatic tag actions
• Segment categories
• User tags (user types)
• Customer loyalty — coupon exchanges
• Store list, filters & exports
• Store create & edit
• Store CSV import
• Store labels (store types)
• Customer action log (dormant)

Analytics

• CRM dashboard panels (overview, channels, demographic)
• Data-quality dashboard