1 Person as a Master Record
Person is a core master record. It can be:
- Standalone
- Linked to organization
- Converted to customer
- Used in lead
- Used in deal
- Used in quotation
Important note:
Deleting a Person may impact linked modules and records.
2. Why the Person Module Is Important
- Central contact database
- Prevents data duplication
- Shared visibility across teams
- Used across all relevant modules
In textile CRM context, a Person can be:
- Buyer
- Purchase manager
- Accountant
- Broker
- Decision maker
