Settings

Team & roles

Roles: ADMIN (full control), MANAGER (reports + audit), REP (records). The API is called with an X-CRM-Email header to identify the user.

EmailRoleDisplay

Integrations (M2)

Google Calendar (SAI-13)
checking…Set GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET in .env.local to enable.
Email (SAI-12)

Email sync (checking…):

Export (CSV / GDPR)

Contacts CSVCompanies CSVDeals CSV

GDPR personal-data export: GET /api/export?type=contacts&id=<uuid> · delete: POST /api/gdpr/<uuid> with {"type":"contacts"} (admin).

Audit log (last 0)

No log entries.

WhenActorActionEntity