CRM admin — operator guide
Razor admin UI is mounted at /CrmAdmin/ behind AuthProxy (same origin as other module admins). Paths below use the usual lowercase URL style (/crmadmin/...).
EditUser dossier
Route: /CrmAdmin/EditUser?timetick={crm_user.timetick}
Purpose: Edit a single CRM user profile from the admin UI — name fields, education, languages, project, company, birth date, agent linkage, tariff group, flags, optional logo file id, and user status. Saves go through the page OnPost handlers and write audit rows where applicable (Updated, StatusChanged).
Scope: Changing data on this page requires the crm.admin scope (see platform admin architecture docs).
Quick links (same dossier context)
Use these alongside EditUser when you need read-only dossier, identifiers, notes, or history:
| Page | Route | Role |
|---|---|---|
| UserDetail | /CrmAdmin/UserDetail?timetick={id} | Full dossier: profile, related lists, cross-links |
| ExternalIds | /CrmAdmin/ExternalIds | Search and manage linked phones, emails, OAuth ids. Each row shows colour-coded badges (Verified, Manual, Primary, Deleted, Unknown) derived from user_exid_flags. The "Mark verified" action is shown next to Delete when the row has neither Verified nor Deleted; pressing it sets the bit and records CrmAuditAction.ExidVerified. |
| Notes | /CrmAdmin/Notes | Filtered notes registry; add/edit flows (scoped mutations) |
| AuditLog | /CrmAdmin/AuditLog | Filtered crm_audit rows for this user (user_id / actor_id); includes ExidAdded, ExidVerified, ExidDeleted, UserMerged |
User list entry point: /CrmAdmin/CrmUser — browse/search users; prefer drill-down to UserDetail before EditUser when you only need context (platform reform notes).
Related feature overview: CRM Features. Module summary: CRM.