Operations overview
Notifications, helpdesk, projects, CRM, and analytics.
The Operations area covers cross-cutting work management and insight.
Modules
Notifications
Per-user inbox, read/unread, soft entity links.
Helpdesk
Requests/tickets that link to other modules, never duplicate them.
Projects
Projects, tasks, milestones, time entries (coordination layer).
CRM
Leads, customers, deals, project handoff.
Analytics
Executive dashboards (read-only aggregation, role-scoped).
Inventory
Ledger-backed stock: catalogue, locations, movements with approval, balances.
Surveys
Anonymous or identified questionnaires with audience targeting and aggregate results.
Coordination layers
Helpdesk, Projects, and CRM link to other modules through clear seams and never mutate them. Analytics is pure read-only aggregation and owns no data.
General ledger
How the double-entry ledger works — accounts, journal entries, posting rules, reversals, payroll posting, and opening balances. Currently administrator-managed with no dedicated end-user screen.
Announcements
Company-wide notices — how to post announcements, target an audience, and what members see.