Internal tools
Customer management
Every customer, every call and every deal — in a system that does not forget.
Below is exactly what gets built: which pages, which table is stored, and who may read it. Start from that sentence and change every word of it.
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The pages that get built
Each one is a real page at its own address, including "My area" — the screen where someone who signed up sees what they sent.
- Home
/ - The pipeline
/pipeline - New customer
/new - My customers
/account
What is stored, and who sees it
These permissions are enforced on the server on every request, not in the site's code. "Only the person who created it" goes inside the query itself, so a mistake returns zero rows rather than another customer's rows.
Permissions in this template
Contact
Read: Signed-in usersCreate: Signed-in usersUpdate: Only whoever created itDelete: Admins only
Stage
Read: EveryoneCreate: Admins onlyUpdate: Admins onlyDelete: Admins only