Customers

Customer records are not implemented yet. The target model is a relationship record that joins customer communication, account context, open asks, risks, files, decisions, owners, and system links.

Target record contents#

• Account identity and ownership
• Contacts and participating organizations
• Communication history with source attribution
• Open asks, risks, renewals, escalations, and commitments
• Linked CRM opportunities, tickets, contracts, invoices, files, and implementation workstreams

Target behavior#

Every inbound or outbound customer event should eventually land on a relationship timeline with source attribution. Teams should be able to tell whether a requirement came from email, a portal update, a call note, a file, or a CRM change.

Current status#

There are no customer APIs, schemas, tables, or UI flows in the current repository.