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User Interface

Integrations

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
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
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 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 Client Client record
organisationType() belongsTo OrganisationType Type classification
timezone() belongsTo Timezone Timezone
ownerUser() belongsTo User Owner

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\Organisation;

$org = Organisation::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