The CRM Persons list is a central directory of all contacts registered in your CRM companies.
It provides easy navigation but does not support creating or editing contacts directly.

Each person is typically linked to a company and may also be associated with projects, products, workflows, or other entities throughout Triark Cloud.

🗺️ How to Add Persons to CRM

You cannot add people directly in the CRM Persons list.
All person entries must be created via the Companies module.

🖱️ Steps to Add a Person:

1. Go to CRM → Companies
2. Select the company you want to add a person to
3. Open the Persons tab inside the company details
4. Click + Person to register a new contact
5. Fill in the contact's details:
   • Full name
   • Role/Function
   • Phone
   • Email
6. Click Save
   Once saved, the person will appear both in the company's Persons tab and the CRM Persons list.

🧭 What Can You Do in the CRM Persons List?

The CRM Persons list is primarily used for navigation.

ActionDescriptionView DetailsClick on a person to navigate directly to the associated company's Persons tabFilter or SearchUse the search bar to find specific persons quicklyLink to Other ModulesUse persons in workflows, tasks, document references, and more

🧰 Example Use Case

Imagine you're setting up a task in a workflow. You can select a person from the CRM list to assign responsibility, ensuring you always have the correct contact linked to your activities.

❓ FAQ

Q: Can I edit a person in the CRM Persons list?
A: No, all edits must be done from the CRM Company → Persons tab.

Q: Can I delete persons from the list?
A: No, deletions are managed via the Company’s Persons tab only.

Q: Are CRM persons used outside CRM?
A: Yes! You can link CRM persons to tasks, workflows, projects, document approvals, and more.

Q: Can one person be linked to multiple companies?
A: No, each person is connected to one company but can participate in multiple processes.

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