Contacts and CRM

Overview

The Contacts module is the CRM layer of Sixième Étoile. It stores every client record — individual passengers, corporate travellers, and agency accounts — and links each contact to their associated quotes, orders, invoices, and communication history.

Access the module from the Contacts entry in the left sidebar. The list and detail views are available to all operator users; editing and archiving require the manager or admin role.

Contact Types

Every contact has a ClientType that drives how the platform treats them:

A BUSINESS contact that is linked to an active partner organisation (an agency account) is referred to as an agency contact. Agency contacts have an extended detail view with contract and pricing-grid tabs.

Contacts Dashboard (F-01)

The contacts list is a full-featured dashboard:

• Summary statistics at the top: total contact count, breakdown by type (PRIVATE / BUSINESS), total revenue generated (CA), and average margin across all contacts.
• Filter bar: filter by ClientType, status (Active / Archived), and free-text search on name, email, or phone.
• Contact table columns:
  • Name, company name (for BUSINESS)
  • Type badge
  • Total revenue (CA HT)
  • Average margin (%)
  • Last activity date
  • Status (Active / Archived)

Click any row to open the contact detail view.

Contact Detail View (F-02)

The standard contact detail has four panels:

Personal / Company Information

Full name or company name, email, phone, address, VAT number (for companies), and internal notes.

Linked Quotes and Orders

Paginated list of all quotes and missions linked to this contact. Each row shows quote number, date, status, total HT, and a direct link to open the record in the Quote Cockpit or Mission detail.

Communication History

Chronological log of every email sent via the cockpit to this contact: quote PDFs, invoice PDFs, tracking links, and manual emails. Each entry shows the timestamp, subject, and delivery status.

Performance Metrics

Revenue (CA HT) and margin over the trailing 12 months, displayed as a bar chart by month.

Agency Contact Detail (F-03)

When a BUSINESS contact is linked to a partner agency account, the detail view gains three tabs:

Info tab

Standard contact information as described above, plus the linked agency account name and a direct link to the agency portal configuration.

Staff tab

List of all portal users belonging to this agency: their name, email, role, and last login date. Operators can invite new staff members directly from this tab; the invitation triggers account creation in the agency portal.

Contract tab

Displays the negotiated pricing grids (ZoneRoute records) associated with this agency. Each row in the grid table shows:

• Route name (origin zone → destination zone)
• Vehicle category
• Negotiated unit price (HT)
• Active / inactive status

These grids override the operator's default pricing for trips booked by or invoiced to this agency. To edit a grid, click the pencil icon; to add a new route entry, click + Add route.

Creating and Editing Contacts

1. Click + New contact in the top-right of the contacts list.
2. Choose PRIVATE or BUSINESS as the contact type.
3. Fill in the required fields (name and at least one of email or phone).
4. For BUSINESS contacts, optionally link to an existing agency account from the Agency dropdown.
5. Click Save.

Once saved the contact is immediately available in the Quote Cockpit for assignment to quotes and missions.

Archiving Contacts

Archived contacts are hidden from the active contacts list and cannot be assigned to new quotes. Their historical records (quotes, invoices, communication logs) are preserved and remain searchable. To restore an archived contact, open their detail view and click Restore.