01 Foundation services overview
DevPremier CRM includes shared platform services consumed by every module.
- Audit Logs — cross-module activity trails (
audit_logs_module). - Notification Center — in-app feed with unread counters (
notifications_module). - Webhooks — signed outbound payloads with retries (
webhooks_module). - Menu Builder — database-driven sidebar structure (
menu_builder_module).
02 Command palette
Press Ctrl/Cmd + K to open the global command palette.
- Quick navigation to leads, customers, settings, and create actions.
- Recent commands, favorites, and usage tracking.
- Configure under Office → Command Palette.
03 My Todos
My Todos is a personal productivity inbox separate from customer-linked tasks.
- Sidebar: My Todos — quick capture, due dates, and completion.
- Permission:
my_todos_module. - API:
/api/todos/*.
04 Webhooks & audit logs
Register webhook endpoints under Office → Webhooks to receive CRM events in external systems.
Audit logs record who changed what across credit notes, settings, users, and more — filterable from the audit log screen.
05 Menu builder
Admins can reorder sidebar items, enable/disable entries, and assign permission gates per menu item.
Default menu structure is seeded on migrate; customizations persist in the menu_items table.
Access: Office → Menu Builder (requires menu_builder_module).
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