Rhythm 2.0 Specifications

Appearance

Product areasCRM

MOD-CRM-ENT

Entities

  • Approved

Entities gives staff a shared record of the people and organizations known to their workspace. Its planning tree groups record maintenance, contact details, relationships, compliance, classification and record protection. Capabilities hold the rules; journeys connect those capabilities into staff work. Features share broad concepts through related concept references, while each concept has one owning feature.

Features 7

A feature names and groups its key concepts, capabilities, journeys and acceptance test sets, and its acceptance suite when one is written. Open a feature to read them.

  1. FEAT-CRM-ENT-01Contact RecordsStaff keep a useful record of each person and find the people they need. Tenant-specific information stays with the records it describes.4 concepts3 capabilities2 journeys3 acceptance sets1 acceptance suite
    • Approved
  2. FEAT-CRM-ENT-02Organization RecordsStaff record organizations and their place in a wider structure. These records provide a shared reference for work with people and organizations.1 concept1 capability0 journeys1 acceptance set1 acceptance suite
    • Approved
  3. FEAT-CRM-ENT-03Contact Details and Communication PreferencesStaff maintain ways to reach people and organizations. They can also record how a person wants to receive communications.5 concepts3 capabilities0 journeys3 acceptance sets1 acceptance suite
    • Approved
  4. FEAT-CRM-ENT-04Affiliations and RolesStaff record the organizations people belong to and the roles they hold. This feature groups the work of maintaining those relationships over time.3 concepts3 capabilities1 journey3 acceptance sets1 acceptance suite
    • Approved
  5. FEAT-CRM-ENT-05Organization ComplianceStaff identify gaps in an organization’s required roles and prepare notices about them. This feature groups compliance review and communication.5 concepts1 capability0 journeys1 acceptance set1 acceptance suite
    • Approved
  6. FEAT-CRM-ENT-06Classification Types and CRM SettingsAdministrators organize the classifications and defaults staff use. These choices help the tenant work with consistent categories and forms.9 concepts3 capabilities1 journey3 acceptance sets1 acceptance suite
    • Approved
  7. FEAT-CRM-ENT-07Record Protection and HistoryStaff preserve records, control changes and inspect their history. Administrators manage the protections and lifecycle actions that require additional authority.6 concepts5 capabilities1 journey5 acceptance sets1 acceptance suite
    • Approved

Examination Reports 6

What was observed about this module on a date. Evidence, never product authority.

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