Key Concepts

User Interface Architecture

flowchart TD
    subgraph Header["Top Panel"]
        LOGO[Logo/Home]
        SEARCH[Global Search]
        QUICK[Quick Create]
        NOTIF[Notifications]
        USER[User Profile]
    end

    subgraph Navigation["Navigation"]
        MENU[Main Menu]
        TABS[Entity Tabs]
        BREAD[Breadcrumb]
    end

    subgraph Content["Content Area"]
        LIST[Record List]
        DETAIL[Record Detail]
        FORM[Edit Form]
        DASH[Dashboard Panels]
    end

    subgraph Sidebar["Side Panel"]
        FILTER[Filters]
        RELATED[Related Records]
        STREAM[Activity Stream]
    end

    Header --> Navigation
    Navigation --> Content
    Content --> Sidebar

Core System Entities

Entity	Purpose	Typical Usage
User	System access	Employees, administrators
Team	Organizational unit	Data sharing, permissions
Role	Permission set	Access definition
Email	Email communication	Correspondence
Activity	Interaction	Meetings, calls, tasks
Document	Files and attachments	Contracts, materials

Record Types

Basic RecordsActivitiesDocuments

Type	Description	Examples
Master data	Core data	Contacts, products
Transactional	Process records	Orders, invoices
System	Configuration	Users, roles

Type	Description	Automation
Meeting	Scheduled appointment	Calendar, reminders
Call	Phone contact	Logging, VoIP
Task	Action to perform	Deadlines, workflow
Email	Email message	Auto-linking

Type	Format	Usage
Attachments	Any	Files on records
Templates	DOCX, XLSX, PDF	Document generation
Knowledge Base	HTML, MD	Internal documentation

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