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Laravel CRM

Organisations

Overview

Organisations represent companies or business entities. An organisation can have multiple People associated with it, and can be linked to Leads, Deals, Orders, and other entities. The organisation name supports optional encryption for privacy. Model: VentureDrake\LaravelCrm\Models\Organisation Table: {prefix}organisations (default: crm_organisations)

Attributes

Attribute Type Description
name string Organisation name — encryptable
description text Notes
annual_revenue integer Annual revenue (stored in cents)
total_money_raised integer Total funding raised (stored in cents)
number_of_employees integer Employee count
organisation_type_id integer Organisation type
timezone_id integer Timezone
user_owner_id integer Owner user
> Note: Money fields (annual_revenue, total_money_raised) are sto> Note: Money fields (annual_revenue, total_money_raised) are sto> Note: Money fields (annual_revenue, total_money_raised) are sto> Note: Money fields (annual_revenue, total_money_raised) are sto> Note: Money fields (annual_revenue, total_money_raised) are sto> Note: Money fields (`annu phones() morphMany
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contacts() morphMany Contact
client() morphOne Client
organisationType() belongsTo OrganisationType
timezone() belongsTo Timezone
ownerUser() belongsTo User
## Hel## Hel## Hel## Hel## Hel## Hel## Hel## Hel## Hel## Hel##---
getPrimaryEmail() Email|null Primary email address
getPrimaryPhone() Phone|null Primary phone number
getPrimaryAddress() Address|null Primary address
getBillingAddress() Address|null Billing address (type 5)
getShippingAddress() Address|null Shipping address (type 6)

Creating an Organisation

use VentureDrake\LaravelCrm\Models\Organisation;
$org = Organisation::create([
    'name' => 'Acme Corp',
    'description' => 'Software company',
    'annual_revenue'    'annual_revenue'    'annual_revenue'    'annual_revenue'    'annual_revenue'    'annual_revenue'    'annual_re]);

Searching & Filtering

Searchable by name. Filterable bSearchable by name. Filterable bSearchableby id, nSearchable by name. Filterable bSearchable by name. Filterable bSear|---|---| | SoftDeletes| Soft delete support | |LaravelEncryptableTrait| Field-level encryption | |BelongsToTeams| Multi-tenant team scoping | |HasCrmFields| Custom field support | |SearchFilters| Search and filter capabilities | |Sortable| Column sorting | |HasCrmActivities| Activity timeline tracking | |HasCrmUserRelations` | Standard user audit relations |