Complete application inventory
This overview covers insideCRM with 18 modules, 75 module routes and 59 documented user tasks.
Profil und Konto
| Function | Application path | Permission | Documentation |
|---|---|---|---|
profile · Profile | /me/profile | signed-in access | Profil, Passwort und Benachrichtigungen |
notifications · Notifications | /me/notifications | signed-in access | Profil, Passwort und Benachrichtigungen |
reset-password · Reset Password | /me/reset-password | signed-in access | Profil, Passwort und Benachrichtigungen |
Arbeitsplatz
| Function | Application path | Permission | Documentation |
|---|---|---|---|
dashboard · Dashboard | / | signed-in access | Dashboard und Arbeitsinbox |
CRM-Administration
| Function | Application path | Permission | Documentation |
|---|---|---|---|
management · Management | /management | management.read | insideCRM verwalten |
management-api-keys · Management Api Keys | /management/api-keys | management.read | insideCRM verwalten |
management-api-key-new · Management Api Key New | /management/api-keys/new | settings.manage | insideCRM verwalten |
management-api-key-edit · Management Api Key Edit | /management/api-keys/:id | settings.manage | insideCRM verwalten |
management-users · Management Users | /management/users | users.manage | insideCRM verwalten |
management-user-new · Management User New | /management/users/new | users.manage | insideCRM verwalten |
management-user-edit · Management User Edit | /management/users/:id | users.manage | insideCRM verwalten |
management-settings · Management Settings | /management/settings | ['management.read', 'settings.manage'] | insideCRM verwalten |
| Function | Application path | Permission | Documentation |
|---|---|---|---|
mail · Mail | /mail | mail.read | E-Mail und Mailkonten |
accounts · Accounts | /me/accounts | mail.read | E-Mail und Mailkonten |
mail-account-new · Mail Account New | /me/accounts/mail/new | mail.write | E-Mail und Mailkonten |
mail-account-edit · Mail Account Edit | /me/accounts/mail/:id | mail.write | E-Mail und Mailkonten |
management-mail-templates · Management Mail Templates | /management/mail-templates | settings.manage | E-Mail und Mailkonten |
management-mail-free-texts · Management Mail Free Texts | /management/mail-free-texts | settings.manage | E-Mail und Mailkonten |
Kalender
| Function | Application path | Permission | Documentation |
|---|---|---|---|
calendar · Calendar | /calendar | calendar.read | Kalender und Termine |
Messenger
| Function | Application path | Permission | Documentation |
|---|---|---|---|
chat · Chat | /chat | chat.read | Messenger |
chat-thread · Chat Thread | /chat/:threadId | chat.read | Messenger |
Dateien
| Function | Application path | Permission | Documentation |
|---|---|---|---|
workspace-files · Workspace Files | /files | files.read | Dateien und Ordner verwalten |
Passwort-Safe
| Function | Application path | Permission | Documentation |
|---|---|---|---|
password-safe · Password Safe | /password-safe | vault.read | Passwortsafe verwenden |
Aufgaben
| Function | Application path | Permission | Documentation |
|---|---|---|---|
tasks · Tasks | /tasks | tasks.read | Aufgaben planen und abschließen |
Kontakte
| Function | Application path | Permission | Documentation |
|---|---|---|---|
contacts · Contacts | /contacts | contacts.read | Persönliche Kontakte |
Kunden
| Function | Application path | Permission | Documentation |
|---|---|---|---|
customers · Customers | /crm/customers | contacts.read | Kunden verwalten |
customer-new · Customer New | /crm/customers/new | contacts.write | Kunden verwalten |
customer-edit · Customer Edit | /crm/customers/:id | contacts.write | Kunden verwalten |
Tickets
| Function | Application path | Permission | Documentation |
|---|---|---|---|
tickets · Tickets | /tickets | tickets.read | Tickets bearbeiten und organisieren |
ticket-projects · Ticket Projects | /tickets/projects | tickets.read | Tickets bearbeiten und organisieren |
ticket-project · Ticket Project | /tickets/projects/:identifier | tickets.read | Tickets bearbeiten und organisieren |
ticket-new · Ticket New | /tickets/new | tickets.write | Tickets bearbeiten und organisieren |
ticket-edit · Ticket Edit | /tickets/:id | tickets.write | Tickets bearbeiten und organisieren |
ticket-settings · Ticket Settings | /tickets/settings | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-statuses · Ticket Settings Statuses | /tickets/settings/statuses | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-status-new · Ticket Settings Status New | /tickets/settings/statuses/new | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-status-edit · Ticket Settings Status Edit | /tickets/settings/statuses/:id | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-types · Ticket Settings Types | /tickets/settings/types | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-type-new · Ticket Settings Type New | /tickets/settings/types/new | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-type-edit · Ticket Settings Type Edit | /tickets/settings/types/:id | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-priorities · Ticket Settings Priorities | /tickets/settings/priorities | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-priority-new · Ticket Settings Priority New | /tickets/settings/priorities/new | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-priority-edit · Ticket Settings Priority Edit | /tickets/settings/priorities/:id | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-fields · Ticket Settings Fields | /tickets/settings/fields | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-field-new · Ticket Settings Field New | /tickets/settings/fields/new | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-field-edit · Ticket Settings Field Edit | /tickets/settings/fields/:id | tickets.settings.manage | Ticketsystem konfigurieren |
ticket-settings-categories · Ticket Settings Categories | /tickets/settings/categories | tickets.settings.manage | Ticketsystem konfigurieren |
Telefonie
| Function | Application path | Permission | Documentation |
|---|---|---|---|
calls · Calls | /calls | calls.read | Anrufe und Nachbereitung |
KI-Unterstützung
| Function | Application path | Permission | Documentation |
|---|
Opportunities
| Function | Application path | Permission | Documentation |
|---|---|---|---|
opportunities · Opportunities | /crm/opportunities | opportunities.read | Opportunities und Deals |
opportunity-new · Opportunity New | /crm/opportunities/new | opportunities.write | Opportunities und Deals |
opportunity-edit · Opportunity Edit | /crm/opportunities/:id | opportunities.write | Opportunities und Deals |
management-opportunity-statuses · Management Opportunity Statuses | /management/opportunity-statuses | settings.manage | Opportunities und Deals |
management-opportunity-status-new · Management Opportunity Status New | /management/opportunity-statuses/new | settings.manage | Opportunities und Deals |
management-opportunity-status-edit · Management Opportunity Status Edit | /management/opportunity-statuses/:id | settings.manage | Opportunities und Deals |
Leads
| Function | Application path | Permission | Documentation |
|---|---|---|---|
leads · Leads | /crm/leads | leads.read | Leads |
lead-new · Lead New | /crm/leads/new | leads.write | Lead anlegen |
lead-edit · Lead Edit | /crm/leads/:id | leads.write | Leads |
Immobilienobjekte
| Function | Application path | Permission | Documentation |
|---|---|---|---|
properties · Properties | /real-estate/properties | properties.read | Objekte anlegen und bearbeiten |
property-new · Property New | /real-estate/properties/new | properties.write | Objekte anlegen und bearbeiten |
property-edit · Property Edit | /real-estate/properties/:id | properties.write | Objekte anlegen und bearbeiten |
management-property-fields · Management Property Fields | /management/property-fields | settings.manage | Immobilienmodul konfigurieren |
management-property-field-new · Management Property Field New | /management/property-fields/new | settings.manage | Immobilienmodul konfigurieren |
management-property-field-edit · Management Property Field Edit | /management/property-fields/:id | settings.manage | Immobilienmodul konfigurieren |
management-documents · Management Documents | /management/documents | settings.manage | Immobilienmodul konfigurieren |
management-images · Management Images | /management/images | settings.manage | Immobilienmodul konfigurieren |
management-history · Management History | /management/history | settings.manage | Immobilienmodul konfigurieren |
management-portal-accounts · Management Portal Accounts | /management/portal-accounts | portals.read | Immobilienmodul konfigurieren |
management-portal-account-new · Management Portal Account New | /management/portal-accounts/new | portals.write | Immobilienmodul konfigurieren |
management-portal-account-edit · Management Portal Account Edit | /management/portal-accounts/:id | portals.write | Immobilienmodul konfigurieren |
management-property-statuses · Management Property Statuses | /management/property-statuses | settings.manage | Immobilienmodul konfigurieren |
management-property-status-new · Management Property Status New | /management/property-statuses/new | settings.manage | Immobilienmodul konfigurieren |
management-property-status-edit · Management Property Status Edit | /management/property-statuses/:id | settings.manage | Immobilienmodul konfigurieren |
Maklerbuch
| Function | Application path | Permission | Documentation |
|---|---|---|---|
maklerbuch · Maklerbuch | /real-estate/maklerbuch | maklerbuch.read | Maklerbuch führen |
maklerbuch-new · Maklerbuch New | /real-estate/maklerbuch/new | maklerbuch.write | Maklerbuch führen |
maklerbuch-detail · Maklerbuch Detail | /real-estate/maklerbuch/:id | maklerbuch.read | Maklerbuch führen |