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\Organization Table: {prefix}organizations (default: crm_organizations)

Attributes

Attribute	Type	Description
`external_id`	`string`	UUID used in URLs (auto-generated)
`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
`organization_type_id`	`integer`	Organisation type
`timezone_id`	`integer`	Timezone
`user_owner_id`	`integer`	Owner user

Note: Money fields (annual_revenue, total_money_raised) are stored in cents. The name field is encrypted at rest when encrypt_db_fields is enabled.

Relationships

Method	Type	Related Model	Description
`people()`	`hasMany`	`Person`	Associated people
`deals()`	`hasMany`	`Deal`	Associated deals
`emails()`	`morphMany`	`Email`	Email addresses
`phones()`	`morphMany`	`Phone`	Phone numbers
`addresses()`	`morphMany`	`Address`	Physical addresses
`labels()`	`morphToMany`	`Label`	Labels/tags
`contacts()`	`morphMany`	`Contact`	Contact records
`client()`	`morphOne`	`Customer`	v1 leftover; throws a `QueryException` — see Customers
`organizationType()`	`belongsTo`	`OrganizationType`	Type classification
`timezone()`	`belongsTo`	`Timezone`	Timezone
`ownerUser()`	`belongsTo`	`User`	Owner

Related Contacts

Since 2.5.0, saving a lead, deal, quote, order, invoice or purchase order with both a contact person and an organization links the two as related contacts, so each one lists the other on its show page. See People → Related contacts.

Helper Methods

Method	Returns	Description
`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\Organization;

$org = Organization::create([
    'name' => 'Acme Corp',
    'description' => 'Software company',
    'annual_revenue' => 1000000, // Stored in cents
    'user_owner_id' => auth()->id(),
]);

Searching & Filtering

Searchable by name. Filterable by user_owner_id and labels.id. Sortable by id, name, created_at, and updated_at.

Traits

Trait	Description
`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 tracking relations

Reference

#Organisations

#Overview

#Attributes

#Relationships

#Related Contacts

#Helper Methods

#Creating an Organisation

#Searching & Filtering

#Traits