CRM Contact Page

v1.0.0·Added in 1.0.0

A CRM company record page: header with facts and actions, tabs for overview, activity, deals, files and notes, and a details side panel.

The header shows the company with its status, a star and a follow toggle, key facts (copy the tax ID, open the last invoice) and actions: Email and Call open the mail app and the phone, New deal opens a validated dialog (title, value, stage, close date) and the new deal lands in the deals tab, the rest (New invoice, Add contact, Export record, Archive) fold into ⋯ when they do not fit and always on phones. Double click the name, press F2 or tap the pencil to rename it. The pager walks to the previous and next client (keys are off by default; the demo binds Alt + arrows). Once the header scrolls away a glass bar keeps the name and the primary action. The tabs (arrows, Home and End) switch Overview, Activity, Deals, Files and Notes; the panel slides in and the counts follow the data. Overview: the company details with copy buttons, the contacts, the open deals (View all jumps to the tab) and the last four events. Activity: write a comment (@ mentions a colleague, ⌘ Enter sends) and it lands at the top of today; the chips filter emails, calls, meetings and invoices and announce the count. Deals: a sortable table (cards on phones) with the open total. Files: drop or pick files, they upload with progress and join the list; preview, download or delete (asked first). Notes: a rich text editor with mentions, ⌘ Enter or Save note saves; pin, edit or delete a note from ⋯ (delete has an undo toast). The side panel shows the primary contact (call, email, WhatsApp), billing, tags (remove with ×, add from the field) and the team; on phones it is the Details tab. Archiving shows an alert with Restore and makes the record read-only. Failed saves roll back with a toast. Sections rise in once on mount; reduced motion keeps everything still.