APX-07Core CrmLeafAdministrator

Consolidated Information Gaps

Internal checklist for the CrmLeaf product and documentation teams, not customer-facing guidance.

Availability: Internal checklist for the CrmLeaf product and documentation teams, not customer-facing guidance.

Overview

This manual was written from CrmLeaf product and engineering reference material rather than from the running application. That material documents what each feature does, the status values it uses and the business rules it enforces, but it does not record every on-screen label, form field or menu position.

Wherever a detail could not be confirmed, the article states the action in terms of its outcome instead of inventing a label, and records the open question. This appendix collects all 855 of those questions in one place. Answering them, and completing the Screenshot Capture Checklist, is what takes the manual from accurate to complete.

How to Close These Gaps

Highest value first: exact navigation paths and button labels for the most-used screens, because they affect the largest number of articles.
Then the permission detail: the full permission name list per module, and the precise ownership field behind owned versus added. These underpin the access planning matrix and the most common support questions.
Then integrations: credential fields and setup steps for each third-party service. Every integration article is written generically and flags this.
Then form field lists: the fields on each create and edit screen, so the field reference tables can be completed.
As each answer arrives, update the affected article and delete its Information Required block. When an article has none left, it is ready to publish.

Cross-Cutting Questions

Confirm the current core-versus-add-on split for each plan on sale, so every Availability block can be verified.
Confirm the sidebar label for each module as it ships in each edition, since menu layouts differ per edition.
Confirm whether an account's product edition can be changed after sign-up, and the effect on seeded data.
Provide the exact settings navigation path for each area listed in the platform settings surface.
Confirm which record types are filtered by Organization workspace and which are company-wide.

Questions by Part

About This Manual (8 items)

Article	Title	Question for the product team
`FM-03`	Understanding CrmLeaf Product Editions	Can an account's product edition be changed after sign-up, and if so by whom and with what effect on seeded data?
`FM-03`	Understanding CrmLeaf Product Editions	Confirmed list of which modules are core versus paid add-on in each currently sold plan, so the Availability blocks can be verified before publication.
`FM-04`	Understanding Roles, Permissions and Record Visibility	The precise field that marks ownership on each record type, so owned versus added can be stated per module.
`FM-04`	Understanding Roles, Permissions and Record Visibility	Whether a permission scope can be overridden for an individual user, or whether a separate role is always required.
`FM-04`	Understanding Roles, Permissions and Record Visibility	The complete permission name list per module, to publish a full access-planning matrix.
`FM-06`	The Professional Services Delivery Lifecycle	Confirm whether creating a project from a won deal is an automated action or a manual step, so the handover can be documented precisely.
`FM-06`	The Professional Services Delivery Lifecycle	Confirm whether an employee cost rate, a utilisation target, a stored backlog measure or a billing type per project now ship, since each changes what a service organisation can report natively.
`FM-06`	The Professional Services Delivery Lifecycle	Confirm which add-on modules are included in each plan currently on sale, so the lifecycle stages can state plan availability rather than module availability.

Part 1 — Platform Setup and Administration (75 items)

Article	Title	Question for the product team
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	The public URL of each edition's signup page, and the exact list of industry options in the industry picker.
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	Whether the SuperAdmin approval gate is enabled by default, and what the applicant sees while an account is pending approval.
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	Whether the product edition can be changed on an existing Company, and who can change it.
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	Whether sample data can be loaded or removed after onboarding is complete.
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	The exact fields captured on each step of the signup funnel.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Exact navigation path to the screen where Organizations are listed, created and renamed.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Complete list of record types that carry an Organization, so users know which modules are workspace-filtered and which are Company-wide.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Whether a record can be moved from one Organization to another, and who may do it.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Whether a user can be restricted to specific Organizations within a Company.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Whether there is a limit on the number of Organizations per Company.
`PLT-03`	How to Switch Between Companies and Organizations	Exact on-screen location and label of the workspace picker, in both the new and legacy menu styles.
`PLT-03`	How to Switch Between Companies and Organizations	Whether the selected Organization is remembered between sign-ins or resets to the default each time.
`PLT-03`	How to Switch Between Companies and Organizations	Whether a user can be limited to a subset of Organizations within a Company.
`PLT-04`	How to Configure Your Company Profile and Branding	Exact field list on the company settings screen, and which of those fields appear on client-facing documents and PDFs.
`PLT-04`	How to Configure Your Company Profile and Branding	Exact options available in theme settings, and whether they apply to public client pages as well as the internal interface.
`PLT-04`	How to Configure Your Company Profile and Branding	Exact options contained in app settings.
`PLT-04`	How to Configure Your Company Profile and Branding	What custom links are used for and where they appear to users.
`PLT-04`	How to Configure Your Company Profile and Branding	Whether the company logo is used in outbound email templates as well as documents.
`PLT-05`	How to Invite Users and Assign Roles	Exact navigation path to the roles and permissions screen.
`PLT-05`	How to Invite Users and Assign Roles	Whether additional roles beyond admin, employee and client can be created, and if so where.
`PLT-05`	How to Invite Users and Assign Roles	Whether client users count towards the plan's seat limit.
`PLT-05`	How to Invite Users and Assign Roles	Exact wording and expiry behaviour of the employee invitation email and invitation link.
`PLT-05`	How to Invite Users and Assign Roles	What happens to a user's assigned records when the user is deactivated or removed.
`PLT-06`	How to Configure Ownership-Based Permissions	The precise definition CrmLeaf applies to owned and added per module, and which field marks ownership on each record type.
`PLT-06`	How to Configure Ownership-Based Permissions	Exact navigation path and screen name for roles and permissions configuration.
`PLT-06`	How to Configure Ownership-Based Permissions	Complete list of permission names per module, so the manual can publish a full access-planning matrix.
`PLT-06`	How to Configure Ownership-Based Permissions	Which default scope is inserted for each role when a paid module is activated.
`PLT-06`	How to Configure Ownership-Based Permissions	Whether permission scopes can be overridden for an individual user rather than a whole role.
`PLT-07`	How to Enable and Manage Add-On Modules	Where an Administrator can see the modules, seat limit and storage limit included in the current package.
`PLT-07`	How to Enable and Manage Add-On Modules	Whether disabling a module retains its data, and what users see if a module is switched off while in use.
`PLT-07`	How to Enable and Manage Add-On Modules	Which module toggles are available to a company Administrator and which are platform-level only.
`PLT-07`	How to Enable and Manage Add-On Modules	The default permission scope inserted per role when a paid module is activated.
`PLT-07`	How to Enable and Manage Add-On Modules	How an Administrator requests a module that is not in the current package.
`PLT-08`	How to Configure Menu Layouts and Quick Access	Whether a company Administrator can edit menu layouts for their own account, or whether layout editing is exclusively a platform Super Admin function.
`PLT-08`	How to Configure Menu Layouts and Quick Access	Exact control and label used to pin a feature to Quick Access, and to move a group to the "More" fly-out.
`PLT-08`	How to Configure Menu Layouts and Quick Access	Whether a hidden feature remains reachable by direct link or through Search for a user who holds the permission.
`PLT-08`	How to Configure Menu Layouts and Quick Access	Whether per-package layouts are supported for customer accounts, given they are not populated in production.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	Which exchange-rate provider the API key is issued by, and where an Administrator obtains it.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	Whether exchange-rate refresh runs on a schedule, must be triggered manually, or both.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	How the account's default reporting currency is designated, and whether it can be changed after documents exist.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	Whether an individual user can select a language different from the account default.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	Which document types store the exchange rate applied at the time of creation, beyond purchase orders.
`PLT-10`	How to Configure Tax Rates	Exact field list on the tax rate form, and whether a default rate can be set for new line items.
`PLT-10`	How to Configure Tax Rates	Whether more than one tax rate, or a compound tax, can be applied to a single line item.
`PLT-10`	How to Configure Tax Rates	Whether a tax rate that is in use on existing documents can be deleted, and what happens to those documents.
`PLT-11`	How to Create and Use Custom Fields	Confirm whether an employee cost rate per hour, a utilisation target or a billing type per project now ship as standard fields.
`PLT-11`	How to Create and Use Custom Fields	Exact navigation path to custom field configuration.
`PLT-11`	How to Create and Use Custom Fields	Complete list of record types that support custom fields.
`PLT-11`	How to Create and Use Custom Fields	The field types available when creating a custom field, and whether a field can be made mandatory.
`PLT-11`	How to Create and Use Custom Fields	Whether custom field values are included in module exports, imports and reports.
`PLT-11`	How to Create and Use Custom Fields	Whether a custom field can be restricted to specific roles.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Exact field list on the SMTP settings screen, and the label of its test control.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Complete list of notification types that can be toggled in notification settings.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Exact field list for Slack settings, and whether notifications can be routed to more than one Slack channel.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Which push service the push settings screen configures, and its exact fields.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Where an individual user manages their own notification preferences, and the exact path to that screen.
`PLT-13`	How to Configure Security and Two-Factor Authentication	Exact options available on the security settings screen.
`PLT-13`	How to Configure Security and Two-Factor Authentication	Whether two-factor authentication can be enforced for all users of an account, or is opt-in per user.
`PLT-13`	How to Configure Security and Two-Factor Authentication	The documented recovery procedure when a user loses their TOTP device.
`PLT-13`	How to Configure Security and Two-Factor Authentication	Exact credential fields required for Google and Microsoft social login.
`PLT-13`	How to Configure Security and Two-Factor Authentication	Exact options on the signup settings screen and which relate to the approval gate.
`PLT-14`	How to Create Personal Access Tokens	Exact fields on the token creation form, and whether the 30-day validity can be changed.
`PLT-14`	How to Create Personal Access Tokens	Whether the token value can be viewed again after creation, or is shown only once.
`PLT-14`	How to Create Personal Access Tokens	Exact control used to revoke a token, and whether an Administrator can revoke another user's tokens.
`PLT-14`	How to Create Personal Access Tokens	Whether there is a limit on the number of active tokens per user.
`PLT-14`	How to Create Personal Access Tokens	Where the token audit trail can be reviewed, and by whom.
`PLT-15`	How to Configure File Storage and Database Backup	Exact credential fields required for the S3 storage option.
`PLT-15`	How to Configure File Storage and Database Backup	Whether database backups can be scheduled, how long they are retained, where they are stored, and whether a restore can be performed from within CrmLeaf.
`PLT-15`	How to Configure File Storage and Database Backup	Whether the in-app updater is available to a company Administrator or only at platform level, and its exact navigation path.
`PLT-15`	How to Configure File Storage and Database Backup	What happens to existing files when the storage destination is changed.
`PLT-15`	How to Configure File Storage and Database Backup	Where an Administrator can see current storage usage against the plan's limit.
`PLT-16`	How to Use the File Manager	Exact navigation path to the File Manager.
`PLT-16`	How to Use the File Manager	Whether File Manager folders can be restricted by role or permission scope.
`PLT-16`	How to Use the File Manager	Supported file types and the maximum size per upload.
`PLT-16`	How to Use the File Manager	Whether files can be moved between folders, and whether a folder can be renamed or deleted with its contents.

Part 2 — CRM and Clients (65 items)

Article	Title	Question for the product team
`WS-01`	Getting Started with the Worksuite Edition	Does the Worksuite edition have a Getting Started checklist like the Payroll, Solar, Construction and Manufacturing editions, and if so what are its exact step names?
`WS-01`	Getting Started with the Worksuite Edition	Exact navigation path to the screen where add-on modules are enabled for a company account.
`WS-01`	Getting Started with the Worksuite Edition	Exact navigation path for adding users or employees in the Worksuite menu layout.
`WS-01`	Getting Started with the Worksuite Edition	Is sample data offered as a prompt during onboarding, or can it be created later on demand?
`CRM-01`	How to Create and Manage Lead Contacts	Exact list of standard fields on the lead contact record, and which of them are mandatory.
`CRM-01`	How to Create and Manage Lead Contacts	Are lead sources and lead categories maintained under Lead Settings, or on separate configuration screens?
`CRM-01`	How to Create and Manage Lead Contacts	What are the available lead status values, and are they configurable per company?
`CRM-01`	How to Create and Manage Lead Contacts	Is there a supported way to merge duplicate lead contacts, or must one be deleted?
`CRM-01`	How to Create and Manage Lead Contacts	Exact navigation path to the Roles and Permissions screen where the Lead scope is set.
`CRM-02`	How to Manage Lead Companies	Exact list of fields on the lead company record, and which of them are mandatory.
`CRM-02`	How to Manage Lead Companies	Is the lead company list reached through the CRM Companies sub-module, or from within Lead Contacts?
`CRM-02`	How to Manage Lead Companies	Can a lead company be converted to a client record directly, and if so from where?
`CRM-02`	How to Manage Lead Companies	Does a lead company record have its own notes, files or activity history?
`CRM-03`	How to Configure Pipelines and Stages	Exact navigation path to the pipeline and stage configuration screen, and whether it sits inside Lead Settings.
`CRM-03`	How to Configure Pipelines and Stages	Are pipelines shared across all organisations in a company, or configured per organisation?
`CRM-03`	How to Configure Pipelines and Stages	Can a pipeline stage be deleted when deals exist against it, and what happens to those deals?
`CRM-03`	How to Configure Pipelines and Stages	What are the three predefined pipelines seeded for Solar CRM accounts?
`CRM-03`	How to Configure Pipelines and Stages	Is there a limit on the number of pipelines or stages per pipeline?
`CRM-04`	How to Use the Lead Board	Exact menu label and location of the Kanban lead board - is it a view inside the Deals sub-module or a separate sub-module?
`CRM-04`	How to Use the Lead Board	Which values appear on a deal card on the board?
`CRM-04`	How to Use the Lead Board	Is the per-stage total a sum of deal values, a deal count, or both?
`CRM-04`	How to Use the Lead Board	How is a pipeline selected when the account has several pipelines?
`CRM-05`	How to Create and Work Deals	Backlog - committed but not yet invoiced engagement value - is not held as a stored object or metric, so service organisations derive it from accepted estimates, uninvoiced milestones and invoices raised. Confirm whether a stored backlog figure now ships.
`CRM-05`	How to Create and Work Deals	Exact list of fields on the deal record, and which are mandatory.
`CRM-05`	How to Create and Work Deals	Which quick actions and bulk actions are available on the deals list, and exactly what each one changes?
`CRM-05`	How to Create and Work Deals	What can a watcher on a deal do, and does a watcher gain visibility regardless of permission scope?
`CRM-05`	How to Create and Work Deals	How is a password-protected note created and unlocked, and who can unlock it?
`CRM-05`	How to Create and Work Deals	Is there a documented action that creates an estimate or proposal directly from a deal?
`CRM-06`	How to Embed a Web-to-Lead Form	Exact navigation path to the web-to-lead form configuration screen, and where the hosted URL is displayed or copied from.
`CRM-06`	How to Embed a Web-to-Lead Form	Accepted values for the with_logo and styled query parameters, and the default behaviour when they are omitted.
`CRM-06`	How to Embed a Web-to-Lead Form	Where are the reCAPTCHA site and secret keys configured, and are they per company or platform-wide?
`CRM-06`	How to Embed a Web-to-Lead Form	What exactly happens on a duplicate email when de-duplication is enabled - is the submission rejected, or is a new deal added to the existing lead?
`CRM-06`	How to Embed a Web-to-Lead Form	Which fields on the public form are fixed, and which can the Administrator choose to show or hide?
`CRM-06`	How to Embed a Web-to-Lead Form	Is an embed snippet provided, or is the form intended to be linked or placed in an inline frame?
`CRM-06`	How to Embed a Web-to-Lead Form	Which lead agent owns a lead created from a public form submission?
`CRM-07`	How to Import Leads from a CSV File	Exact required and optional CSV columns for a lead import, and is a downloadable sample file provided?
`CRM-07`	How to Import Leads from a CSV File	Is there a row or file size limit for a lead import?
`CRM-07`	How to Import Leads from a CSV File	Does the importer de-duplicate on email address, and can it update existing lead records?
`CRM-07`	How to Import Leads from a CSV File	Are lead companies created automatically from a company column during import, or must they exist first?
`CRM-07`	How to Import Leads from a CSV File	Can the owning lead agent, lead source and lead category be set from CSV columns?
`CRM-07`	How to Import Leads from a CSV File	Is there an error report or downloadable file of rejected rows after an import?
`CRM-08`	How to Manage Follow-Ups and Reminders	Exact rule that places a deal in the CRM dashboard's "Needs attention" surface.
`CRM-08`	How to Manage Follow-Ups and Reminders	Is a follow-up a dated record with its own outcome, or only a date field on the lead or deal?
`CRM-08`	How to Manage Follow-Ups and Reminders	Are reminders sent for due or overdue follow-ups, and through which channel?
`CRM-08`	How to Manage Follow-Ups and Reminders	Can a follow-up be assigned to a user other than the record owner?
`CRM-08`	How to Manage Follow-Ups and Reminders	Exact navigation path to the CRM dashboard.
`CRM-09`	How to Assign Lead Agents and Set Goals	Agent goals are sales goals. A utilisation target is not a configurable setting, and utilisation is not published as a stored figure - the inputs exist in approved billable and non-billable hours in the Time Log Report, plus shifts, leave and holidays, so service organisations typically derive the ratio from exported report data. Confirm whether a stored utilisation target or utilisation KPI now ships.
`CRM-09`	How to Assign Lead Agents and Set Goals	Exact navigation path to the lead agent and agent category configuration screens.
`CRM-09`	How to Assign Lead Agents and Set Goals	What metrics can an agent goal be set against, and over what period?
`CRM-09`	How to Assign Lead Agents and Set Goals	Where is progress against an agent goal displayed?
`CRM-09`	How to Assign Lead Agents and Set Goals	Can an agent belong to more than one category?
`CRM-09`	How to Assign Lead Agents and Set Goals	Is there a supported bulk reassignment action for moving many leads or deals to a new agent?
`CRM-10`	How to Manage GDPR Consent for Leads	Which options are configurable in the GDPR settings area, and what consent wording is presented by default?
`CRM-10`	How to Manage GDPR Consent for Leads	Exact location in the interface from which a lead's consent page link is copied or sent.
`CRM-10`	How to Manage GDPR Consent for Leads	Where do Administrators review the queue of submitted consents awaiting approval or rejection?
`CRM-10`	How to Manage GDPR Consent for Leads	What is the effect of rejecting a consent submission on the lead record and on marketing contact?
`CRM-10`	How to Manage GDPR Consent for Leads	How is a password-protected note created, and how is the password set and shared?
`CRM-10`	How to Manage GDPR Consent for Leads	Are data export or erasure requests for a lead supported anywhere in CrmLeaf?
`CRM-11`	How to Manage Clients and the Client Portal	A structured client region or geography field is unconfirmed - the client record holds an address, so firms wanting to report engagement value or backlog by region typically derive it from address data. Confirm whether a structured region field exists.
`CRM-11`	How to Manage Clients and the Client Portal	Exact list of fields on the client company profile, including the specific e-invoicing fields, and which are mandatory.
`CRM-11`	How to Manage Clients and the Client Portal	Exact steps and interface location for granting or revoking client portal access.
`CRM-11`	How to Manage Clients and the Client Portal	Which document types and screens are visible in the client portal by default, and is that list configurable?
`CRM-11`	How to Manage Clients and the Client Portal	Where are client categories and sub-categories maintained?
`CRM-11`	How to Manage Clients and the Client Portal	Is there a supported action to convert a won deal or lead company into a client record?
`CRM-11`	How to Manage Clients and the Client Portal	Can several client contacts each have their own portal login, or is there one login per client?

Part 3 — Quote to Cash (50 items)

Article	Title	Question for the product team
`QTC-01`	How to Create and Send Estimates	Exact sidebar label for the estimates screen in each edition - the module list also refers to this area as Quotes.
`QTC-01`	How to Create and Send Estimates	Exact UI label for the action that sends an estimate to a client.
`QTC-01`	How to Create and Send Estimates	Whether an estimate can be reverted from canceled to draft.
`QTC-02`	How to Use Estimate Templates and Estimate Requests	Whether an Estimate Template can be generated from, or reconciled against, a project template's estimated hours and cost rollup.
`QTC-02`	How to Use Estimate Templates and Estimate Requests	Exact navigation path to the Estimate Templates screen and to the Estimate Requests list.
`QTC-02`	How to Use Estimate Templates and Estimate Requests	Full list of Estimate Request status values.
`QTC-02`	How to Use Estimate Templates and Estimate Requests	Whether clients submit an Estimate Request from the client portal, a public link, or both.
`QTC-02`	How to Use Estimate Templates and Estimate Requests	Whether an Estimate Template stores a default validity period, currency or tax set.
`QTC-03`	How to Create and Send Proposals	Exact navigation path to the Proposal Templates and Design Templates screens.
`QTC-03`	How to Create and Send Proposals	Exact UI label for the action that sends a proposal to a client.
`QTC-03`	How to Create and Send Proposals	Which solar site and survey values are copied into a proposal.
`QTC-03`	How to Create and Send Proposals	Whether a proposal can be withdrawn or re-sent after it has been declined.
`QTC-04`	How to Create and E-Sign Contracts	Whether a contract can be linked to a project or to the invoices raised under its term, so contracted value can be compared with billed value.
`QTC-04`	How to Create and E-Sign Contracts	Whether an approaching contract end date raises a renewal reminder.
`QTC-04`	How to Create and E-Sign Contracts	Whether contracts carry a status vocabulary in addition to the signature state.
`QTC-04`	How to Create and E-Sign Contracts	Exact UI labels for the actions that share the contract link, capture a signature and start a renewal.
`QTC-04`	How to Create and E-Sign Contracts	Whether contract templates are managed in the contract settings area or on the Contracts screen.
`QTC-04`	How to Create and E-Sign Contracts	Which permission allows a user to countersign on behalf of the company.
`QTC-05`	How to Create and Send Invoices	Exact UI labels for the actions that send an invoice and send a payment reminder.
`QTC-05`	How to Create and Send Invoices	Whether an invoice can be returned from canceled to unpaid.
`QTC-05`	How to Create and Send Invoices	Whether payment reminders are sent manually, on a schedule, or both.
`QTC-06`	How to Set Up Recurring Invoices	Exact navigation path to the recurring invoices list.
`QTC-06`	How to Set Up Recurring Invoices	Whether a recurring invoice takes a start date, an end date or a cycle count.
`QTC-06`	How to Set Up Recurring Invoices	Whether generated invoices are created as draft or unpaid, and whether they are emailed to the client automatically.
`QTC-06`	How to Set Up Recurring Invoices	Which gateways support automatic collection for recurring invoices.
`QTC-07`	How to Create EMI and Installment Plans	Exact navigation path to the EMI plan screen and whether a plan is created from an invoice or as a standalone record.
`QTC-07`	How to Create EMI and Installment Plans	Whether the number of instalments is entered directly or derived from the principal and EMI amount.
`QTC-07`	How to Create EMI and Installment Plans	Whether the interest rate is per annum or per instalment period.
`QTC-07`	How to Create EMI and Installment Plans	Whether instalments carry their own status values and due dates.
`QTC-08`	How to Invoice a Completed Project Milestone	Whether a milestone can instead be invoiced at its planned cost value, which is what a fixed-fee stage payment would require.
`QTC-08`	How to Invoice a Completed Project Milestone	Exact UI label and location of the action that opens the milestone invoice preview.
`QTC-08`	How to Invoice a Completed Project Milestone	Whether individual requisitions or time logs can be excluded from the preview before the invoice is created.
`QTC-08`	How to Invoice a Completed Project Milestone	Whether a milestone invoice can be cancelled and, if so, whether the stamped source records are released for billing again.
`QTC-09`	How to Create and Apply Credit Notes	Whether credit notes carry their own status vocabulary, and what the values are.
`QTC-09`	How to Create and Apply Credit Notes	Exact UI labels for the actions that apply a credit note to an invoice and convert it into an invoice.
`QTC-09`	How to Create and Apply Credit Notes	Whether a partly applied credit note keeps a remaining balance available for a later invoice.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Collection performance is not published as a stored figure. The inputs exist - invoice dates, due dates and linked Payment records - so service organisations typically derive days-sales-outstanding or a collection rate from exported invoice and payment data. Confirm whether a stored collection or ageing measure now ships.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Credential field names required for each supported gateway, and whether a test mode is available.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Exact navigation path to the offline payment method configuration and its approval setting.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Which permission allows a user to record a payment and which allows approving offline payments.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Whether a recorded payment can be edited or reversed after the invoice reaches paid.
`QTC-11`	How to Manage Expenses and Reimbursements	There is no stored measure of how much billable expense has been invoiced against how much was recorded. Firms that want it compare Expense Report data with billed invoice lines. Confirm whether any such measure now ships.
`QTC-11`	How to Manage Expenses and Reimbursements	Exact navigation paths to the Manage Expenses screen and to expense category configuration.
`QTC-11`	How to Manage Expenses and Reimbursements	Whether mileage is entered as distance with a rate, or as an amount only.
`QTC-11`	How to Manage Expenses and Reimbursements	Which permission designates an expense approver, and whether approval can be multi-level.
`QTC-11`	How to Manage Expenses and Reimbursements	The column layout required by the expense CSV import file.
`QTC-11`	How to Manage Expenses and Reimbursements	Whether a paid expense can be returned to approved if the reimbursement is reversed.
`QTC-12`	How to Configure Invoice Settings	Which invoice PDF templates ship with CrmLeaf and whether a custom template can be added.
`QTC-12`	How to Configure Invoice Settings	Whether the invoice number sequence can be reset, and whether the starting number is configurable.
`QTC-12`	How to Configure Invoice Settings	Whether estimate, proposal and credit note numbering are configured in the same settings area.

Part 4 — Orders, Dispatch and Projects (57 items)

Article	Title	Question for the product team
`ORD-01`	How to Manage the Products Catalogue	Full list of fields on the product create form, and which are mandatory.
`ORD-01`	How to Manage the Products Catalogue	Exact column headers expected by the product CSV import, and whether a sample file is provided.
`ORD-01`	How to Manage the Products Catalogue	Whether the cart is per user or shared, and whether it persists between sessions.
`ORD-01`	How to Manage the Products Catalogue	Whether categories and sub-categories are managed on the Products screen or in a separate settings area.
`ORD-02`	How to Create and Process Sales Orders	Exact navigation path to the cart screen, and whether the order is created from the cart or from the orders list.
`ORD-02`	How to Create and Process Sales Orders	Whether order numbering uses a configurable prefix, and where it is set.
`ORD-02`	How to Create and Process Sales Orders	Whether order status can be changed freely or only forwards through the lifecycle.
`ORD-02`	How to Create and Process Sales Orders	Whether the order's public payment page is shared by link or emailed from within the order.
`ORD-03`	How to Configure the Order Dispatch Workflow	Exact UI label of the dispatch workflow setting on Invoice Settings, and the display names shown for the three presets.
`ORD-03`	How to Configure the Order Dispatch Workflow	What happens to orders already in progress when the preset is changed.
`ORD-03`	How to Configure the Order Dispatch Workflow	Which notification channels carry the "awaiting assignment" notification, and whether it can be turned off.
`ORD-03`	How to Configure the Order Dispatch Workflow	Whether the dispatch permissions appear under Roles & Permissions or a dedicated dispatch settings area.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Exact navigation labels for the dispatches hub and the per-assignee dispatch list.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Whether a dispatch can be created manually, and if so from where.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Whether a delivered dispatch can be reopened or corrected, and who may do it.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Which warehouse a dispatch deducts from when a product is stocked in more than one warehouse.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Whether the proof image and signature are captured in the web application, the mobile app, or both.
`PRJ-01`	How to Create and Manage Projects	Confirm whether a billing type per project, such as fixed-fee versus time-and-materials, now exists as a field on the project record.
`PRJ-01`	How to Create and Manage Projects	Full list of fields on the project create form and which are mandatory.
`PRJ-01`	How to Create and Manage Projects	Exact screen where custom coloured project statuses are created and reordered.
`PRJ-01`	How to Create and Manage Projects	How saved member groups are created and maintained.
`PRJ-01`	How to Create and Manage Projects	Expected column headers for the direct project CSV import.
`PRJ-01`	How to Create and Manage Projects	How and when the client rating is requested, and where it is displayed.
`PRJ-02`	How to Use Project List, Calendar and Card Views	Confirm whether any portfolio-level dashboard now aggregates project health, utilisation or billings across projects rather than one project at a time.
`PRJ-02`	How to Use Project List, Calendar and Card Views	Exact UI labels and location of the view switcher between list, archive, calendar, pinned and card views.
`PRJ-02`	How to Use Project List, Calendar and Card Views	Which thresholds move a card between on-track, warning and over-budget.
`PRJ-02`	How to Use Project List, Calendar and Card Views	Which specific permissions hide budget and cost figures on a card.
`PRJ-02`	How to Use Project List, Calendar and Card Views	How a project is archived and whether it can be restored to the active list.
`PRJ-03`	How to Create and Complete Project Milestones	Confirm whether a milestone can be billed at its stated cost as a flat fixed fee, without underlying billable time logs or material requisitions.
`PRJ-03`	How to Create and Complete Project Milestones	Whether milestones are managed from a dedicated screen, a project tab, or both.
`PRJ-03`	How to Create and Complete Project Milestones	What happens to an invoice already raised from a milestone that is returned to incomplete.
`PRJ-03`	How to Create and Complete Project Milestones	Whether milestone cost is used in any reporting if it does not drive the invoice amount.
`PRJ-03`	How to Create and Complete Project Milestones	Whether milestones can be reordered or made dependent on one another.
`PRJ-04`	How to Create and Use Project Templates	Confirm how the shipped IT Services, Marketing Agency, Creative Agency and Legal Services templates are made available to an account - seeded automatically, or imported from the supplied workbooks.
`PRJ-04`	How to Create and Use Project Templates	Exact navigation path and UI label for the project template list and the save-as-template action.
`PRJ-04`	How to Create and Use Project Templates	Whether templates can be edited directly after creation, or only rebuilt.
`PRJ-04`	How to Create and Use Project Templates	Whether editing a template affects projects already created from it.
`PRJ-04`	How to Create and Use Project Templates	How template milestone dates are applied to a new project's start date.
`PRJ-05`	How to Import a Project Template from Excel	Exact navigation path and UI label for the project template import screen.
`PRJ-05`	How to Import a Project Template from Excel	Complete list of columns in the sample workbook, which are mandatory, and the accepted date format.
`PRJ-05`	How to Import a Project Template from Excel	How subtask rows are represented in the workbook.
`PRJ-05`	How to Import a Project Template from Excel	Whether the import reports row-level validation errors before committing, and whether a partial import is possible.
`PRJ-05`	How to Import a Project Template from Excel	Whether re-importing the same workbook updates the existing template or creates a second one.
`PRJ-06`	How to Use the Gantt Chart	Exact UI label and location of the Gantt view within a project.
`PRJ-06`	How to Use the Gantt Chart	Which record types are drawn on the chart: tasks only, or tasks, subtasks and milestones.
`PRJ-06`	How to Use the Gantt Chart	Whether moving a predecessor automatically reschedules dependent items.
`PRJ-06`	How to Use the Gantt Chart	Whether the chart can be exported or printed.
`PRJ-07`	How to Use the Project Roadmap	Confirm whether a stored utilisation figure, a utilisation target setting or a project margin report now ships, since delivery performance measures are currently derived from exported report data.
`PRJ-07`	How to Use the Project Roadmap	Exact navigation path and UI label for the roadmap, and whether it opens per project or across all projects.
`PRJ-07`	How to Use the Project Roadmap	How a task is classified as late on the roadmap.
`PRJ-07`	How to Use the Project Roadmap	Which budget figure the hours-versus-budget summary uses when the Budget module is not enabled.
`PRJ-07`	How to Use the Project Roadmap	Whether the roadmap can be exported or shared with a client.
`PRJ-08`	How to Configure Project Settings	Confirm whether a company-wide default for the manual time log toggle can be set in project settings, or only project by project.
`PRJ-08`	How to Configure Project Settings	Exact options available for deadline reminder timing, such as how many days before the deadline.
`PRJ-08`	How to Configure Project Settings	Whether custom coloured project statuses are created in project settings or a separate status management screen.
`PRJ-08`	How to Configure Project Settings	Whether a project category can be deleted when projects are still assigned to it.
`PRJ-08`	How to Configure Project Settings	Whether deadline reminders are sent by email only, or also in-app and by mobile push.

Part 5 — Tasks, Time and Collaboration (71 items)

Article	Title	Question for the product team
`TSK-01`	How to Create and Assign Tasks	Whether the urgent priority value is available in the current release, or only in a later schema version.
`TSK-01`	How to Create and Assign Tasks	The unit and behaviour of the task estimate field (hours, days, or hours and minutes).
`TSK-01`	How to Create and Assign Tasks	The exact recurrence options available for a recurring task.
`TSK-01`	How to Create and Assign Tasks	The exact behaviour of a private task: which roles can still see it.
`TSK-01`	How to Create and Assign Tasks	The exact UI label and entry point for task quick-create.
`TSK-02`	How to Use the Taskboard	The exact settings screen and navigation path used to create, rename and reorder taskboard columns.
`TSK-02`	How to Use the Taskboard	The default taskboard columns seeded for a new company account.
`TSK-02`	How to Use the Taskboard	Whether taskboard columns can be scoped to a single project as well as to the company.
`TSK-02`	How to Use the Taskboard	Whether a column's completed or waiting_approval behaviour can be reassigned after creation.
`TSK-03`	How to Send Tasks for Approval	The exact permission name that allows a user to action a task awaiting approval.
`TSK-03`	How to Send Tasks for Approval	The exact set of actions available to the approver, and the resulting task status for each.
`TSK-03`	How to Send Tasks for Approval	Whether the reason or comment is a mandatory field when actioning a task.
`TSK-03`	How to Send Tasks for Approval	Whether sending a task for approval is available from the task list as well as from the taskboard.
`TSK-03`	How to Send Tasks for Approval	Whether the assignee is notified when a task is actioned, and by which channel.
`TSK-04`	How to Manage Subtasks and Task Dependencies	The exact dependency types supported between tasks (for example finish-to-start), and whether a task can have several dependencies.
`TSK-04`	How to Manage Subtasks and Task Dependencies	Whether CrmLeaf blocks completing a task whose dependency is still incomplete, or only displays the link.
`TSK-04`	How to Manage Subtasks and Task Dependencies	Whether completing all subtasks changes the parent task's status automatically.
`TSK-04`	How to Manage Subtasks and Task Dependencies	Whether subtask completion contributes to project progress when the project calculates task progress.
`TSK-04`	How to Manage Subtasks and Task Dependencies	The exact screen from which a dependency is recorded (task record, Gantt chart, or both).
`TSK-05`	How to Configure Task Settings, Categories and Labels	The exact behaviour of tasks that already carry a priority or status value when that field is switched off.
`TSK-05`	How to Configure Task Settings, Categories and Labels	Whether deleting a category or label that is in use is blocked, or clears the value from existing tasks.
`TSK-05`	How to Configure Task Settings, Categories and Labels	Whether task categories and labels can be scoped per organisation within a company.
`TSK-05`	How to Configure Task Settings, Categories and Labels	Whether the account ships with default task categories or labels.
`TSK-05`	How to Configure Task Settings, Categories and Labels	Whether taskboard columns are maintained in this same settings area.
`TIM-01`	How to Track Time with the Timer and Manual Entries	Where the hourly rate used for billable earnings is set (user, project, task or client) and which takes precedence.
`TIM-01`	How to Track Time with the Timer and Manual Entries	The threshold and recipients of the long-timer alert.
`TIM-01`	How to Track Time with the Timer and Manual Entries	Whether a user can run more than one timer at the same time.
`TIM-01`	How to Track Time with the Timer and Manual Entries	Whether a user can edit or delete their own time log after it is saved, and whether that is blocked once approved.
`TIM-01`	How to Track Time with the Timer and Manual Entries	The exact navigation path to the manual time log entry screen, and whether it also opens from the task record.
`TIM-01`	How to Track Time with the Timer and Manual Entries	Whether the account-level log time settings can override a project's manual time log setting.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Whether a timesheet compliance view or report ships, showing which users have not submitted a given week, or whether submission has to be tracked by reviewing the timesheet list per week.
`TIM-02`	How to Submit and Approve Weekly Timesheets	The exact permission name that allows a user to approve or reject a weekly timesheet.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Whether the week start day is configurable per company.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Whether time logs can still be edited after the week has been submitted but not yet actioned.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Whether an approved timesheet can be reopened or unapproved, and by whom.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Whether submission and decision notifications are sent, and through which channel.
`TIM-03`	How to Bill Tracked Time on an Invoice	Whether a billing model can be recorded on a project - for example fixed fee against time and materials - or whether that distinction is held outside CrmLeaf.
`TIM-03`	How to Bill Tracked Time on an Invoice	Where the hourly rate used for billable earnings is stored, and whether it can differ per client, project or user.
`TIM-03`	How to Bill Tracked Time on an Invoice	Whether unapproved billable time can be pulled onto an ordinary invoice, or approval is required in all cases.
`TIM-03`	How to Bill Tracked Time on an Invoice	Whether marking a task billable after time has been logged makes that existing time billable.
`TIM-03`	How to Bill Tracked Time on an Invoice	The exact entry point used to pull billable time logs onto a standard invoice.
`TIM-03`	How to Bill Tracked Time on an Invoice	How billable time is presented on the invoice (one line per log, per task, or a summarised line).
`TIM-04`	How to Use Resource Utilization Views	Whether a stored utilisation KPI or a configurable utilisation target now ships, at company, team or role level.
`TIM-04`	How to Use Resource Utilization Views	Whether an employee cost rate per hour, or a built-in project profitability or margin report, now exists for service costing.
`TIM-04`	How to Use Resource Utilization Views	The exact navigation path to each of the Availability, Capacity, Workload and Timeline lenses.
`TIM-04`	How to Use Resource Utilization Views	How the four lenses relate to the Resource Availability and Asset Availability sub-modules named in the module list.
`TIM-04`	How to Use Resource Utilization Views	The exact formula used for capacity (shift hours less leave and holidays, or another basis).
`TIM-04`	How to Use Resource Utilization Views	The date ranges and filters available in each lens.
`TIM-04`	How to Use Resource Utilization Views	Whether utilization data can be exported, and in which formats.
`TIM-04`	How to Use Resource Utilization Views	Whether assets as well as people can be viewed for availability in this module.
`COL-01`	How to Use Project Discussions	Where discussion categories are maintained, and whether they are company-wide or per project.
`COL-01`	How to Use Project Discussions	Whether a client user with portal access can see or reply to project discussions.
`COL-01`	How to Use Project Discussions	Who can mark or change the Best Answer on a thread.
`COL-01`	How to Use Project Discussions	Whether an @mention generates a notification, and through which channel.
`COL-01`	How to Use Project Discussions	Whether a discussion thread can be closed, archived or deleted, and by whom.
`COL-02`	How to Publish Notice Board Announcements	Whether one notice can target more than one audience at the same time.
`COL-02`	How to Publish Notice Board Announcements	Whether a notice supports a publish date, an expiry date or file attachments.
`COL-02`	How to Publish Notice Board Announcements	Exactly what read-tracking records and where it is displayed.
`COL-02`	How to Publish Notice Board Announcements	Whether publishing a notice sends an email or push notification in addition to the in-app notice.
`COL-02`	How to Publish Notice Board Announcements	Which roles other than Administrator can publish a notice, and the permission that controls it.
`COL-03`	How to Create Events and Use the Calendar	The exact recurrence options available on an event.
`COL-03`	How to Create Events and Use the Calendar	The full list of event status values.
`COL-03`	How to Create Events and Use the Calendar	Whether attendees can accept or decline an event, and whether that is recorded.
`COL-03`	How to Create Events and Use the Calendar	Whether client users can be added as event attendees.
`COL-03`	How to Create Events and Use the Calendar	Whether the calendar can show events, tasks and holidays together in a single view.
`COL-03`	How to Create Events and Use the Calendar	The exact navigation path to the events calendar in each product edition.
`COL-04`	How to Give Awards and Appreciations	The full field set on an award record (for example award date, summary, attached image or certificate).
`COL-04`	How to Give Awards and Appreciations	Whether an award can be given to more than one employee at a time.
`COL-04`	How to Give Awards and Appreciations	Exactly where a given award is displayed to other employees.
`COL-04`	How to Give Awards and Appreciations	Whether roles other than Administrator can give an award, and the permission that controls it.
`COL-04`	How to Give Awards and Appreciations	Whether giving an award notifies the employee, and through which channel.

Part 6 — Support and Project Budgeting (53 items)

Article	Title	Question for the product team
`SUP-01`	How to Create and Manage Tickets	Whether time can be logged directly against a ticket, or only against the linked project's tasks.
`SUP-01`	How to Create and Manage Tickets	Whether a ticket can be linked to a milestone or a specific contract, for retainer scope decisions.
`SUP-01`	How to Create and Manage Tickets	Exact navigation path to the ticket list in each product edition's default menu layout.
`SUP-01`	How to Create and Manage Tickets	Whether a ticket priority or due date field ships as standard on the ticket form.
`SUP-01`	How to Create and Manage Tickets	Whether ticket status changes send a notification to the requester, and which statuses trigger it.
`SUP-01`	How to Create and Manage Tickets	Whether service level agreement (SLA) timers exist on tickets, as referenced in marketing collateral.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	The default ticket types, groups and channels seeded for a new company, if any.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	The exact list of fields that can be shown or hidden on the customisable ticket form.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	The exact per-agent settings available for each agent.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	Whether disabling a status hides it from existing tickets that already use it.
`SUP-03`	How to Set Up Round-Robin Ticket Assignment	Exact label and location of the round-robin agent assignment control in the ticket settings.
`SUP-03`	How to Set Up Round-Robin Ticket Assignment	Whether round-robin is set globally or per group.
`SUP-03`	How to Set Up Round-Robin Ticket Assignment	How the rotation order is determined, and whether an agent can be temporarily skipped without being removed from the group.
`SUP-03`	How to Set Up Round-Robin Ticket Assignment	Whether the assigned agent receives a notification when a ticket is auto-assigned to them.
`SUP-04`	How to Use Canned Replies and Internal Notes	Exact navigation path to the canned reply template list and whether templates can be scoped to a group or type.
`SUP-04`	How to Use Canned Replies and Internal Notes	Whether canned reply templates support merge fields such as the requester's name.
`SUP-04`	How to Use Canned Replies and Internal Notes	Whether a public reply is emailed to the requester automatically, and which setting controls that.
`SUP-04`	How to Use Canned Replies and Internal Notes	How per-user reply visibility is selected on the reply form.
`SUP-05`	How to Turn a Mailbox into Tickets	Exact navigation path and screen names for the mailbox list and the mailbox connection form.
`SUP-05`	How to Turn a Mailbox into Tickets	The exact field list required for each mailbox type (Gmail, Microsoft Graph, IMAP).
`SUP-05`	How to Turn a Mailbox into Tickets	How often the automatic sync runs, and whether the interval is configurable.
`SUP-05`	How to Turn a Mailbox into Tickets	How an incoming message's ticket type, group and channel are decided, and whether a default can be set per mailbox.
`SUP-05`	How to Turn a Mailbox into Tickets	Whether more than one mailbox can be connected per company.
`SUP-05`	How to Turn a Mailbox into Tickets	Whether a public reply on the ticket is sent back out through the connected mailbox.
`SUP-06`	How to Build a Knowledge Base	Whether knowledge base content can be scoped to a single client or engagement, rather than to one shared audience.
`SUP-06`	How to Build a Knowledge Base	Exact navigation path to the knowledge base and to its category management screen.
`SUP-06`	How to Build a Knowledge Base	Whether articles can be published to clients or to a public help centre address, and how that audience is controlled.
`SUP-06`	How to Build a Knowledge Base	Whether an article has a draft or published state, and which permission controls authoring.
`SUP-06`	How to Build a Knowledge Base	Whether categories can be nested.
`BUD-01`	How to Create a Project Budget	Exact navigation path and screen name for the budget list, and the label of the project's Budget tab.
`BUD-01`	How to Create a Project Budget	The exact field list on the budget create form and on a budget line.
`BUD-01`	How to Create a Project Budget	Exact names of the actuals-source options as they appear in the interface.
`BUD-01`	How to Create a Project Budget	Whether the industry template is chosen by the user or set automatically by product edition.
`BUD-01`	How to Create a Project Budget	Whether a budget carries its own currency, or inherits the project's.
`BUD-01`	How to Create a Project Budget	Whether the warning threshold is a percentage and what the shipped default is.
`BUD-02`	How to Submit, Approve and Revise a Budget	How approvers are determined - a permission alone, or a named approver per project or budget.
`BUD-02`	How to Submit, Approve and Revise a Budget	Whether a rejection reason or comment is captured and where it is shown.
`BUD-02`	How to Submit, Approve and Revise a Budget	Whether a closed budget can be reopened.
`BUD-02`	How to Submit, Approve and Revise a Budget	Whether previous versions can be viewed and compared side by side, and where.
`BUD-02`	How to Submit, Approve and Revise a Budget	Whether the submitter is notified when their budget is approved or rejected.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	Confirm whether a per-hour employee cost rate for project costing now exists. Without it, engagement margin and project profitability must be derived outside the product.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	The exact definition of the margin figure on the budget dashboard.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	The exact on-screen labels for each KPI and Earned Value Management measure.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	How project progress is determined for Earned Value and Planned Value - task completion, milestones, or elapsed schedule.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	The exact definition of margin used on the budget dashboard.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	Which specific conditions cause each measure to show N/A.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	The period the burn rate is calculated over.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Exact navigation path and screen names for the three budget reports.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	The exact filters available on each budget report.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	The time the daily snapshot job runs, and whether it is configurable per company.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Whether the warning threshold is set only per line, only per budget, or both, and whether a company default can be overridden.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Whether threshold notifications can be sent to additional recipients or over channels other than email.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Whether a threshold notification repeats daily while the budget stays over its warning line.

Part 7 — Human Resources Core (69 items)

Article	Title	Question for the product team
`HR-01`	How to Add and Manage Employees	Confirm whether an employee cost rate per hour for project costing now exists as a stored field, or whether project cost and margin must still be derived outside CrmLeaf.
`HR-01`	How to Add and Manage Employees	Exact UI labels and the complete field list on the employee record form, including which fields are mandatory.
`HR-01`	How to Add and Manage Employees	Whether employee records are deactivated, archived or deleted when a person leaves, and what happens to their attendance and leave history.
`HR-01`	How to Add and Manage Employees	The exact wording of the employee invitation email and how long an invitation link stays valid.
`HR-01`	How to Add and Manage Employees	Whether the visa section supports expiry reminders.
`HR-02`	How to Import Employees	The exact column list and column order expected by the employee CSV import, and whether a sample file is downloadable from the screen.
`HR-02`	How to Import Employees	The exact navigation to the interactive import grid and whether it is a separate screen from the CSV import.
`HR-02`	How to Import Employees	The full list of validation rules applied per row, and the exact wording of the validation messages.
`HR-02`	How to Import Employees	Whether an import can update existing employee records, and if so what the matching key is.
`HR-02`	How to Import Employees	Whether invitations can be sent to many imported employees in one action.
`HR-03`	How to Manage Designations	Whether the designation master offers a visual organisation-chart view, and its exact navigation.
`HR-03`	How to Manage Designations	Whether there is a limit to the number of levels in the designation hierarchy.
`HR-03`	How to Manage Designations	The exact behaviour when deleting a designation that has employees or child designations attached.
`HR-04`	How to Manage Departments	Whether a department can have a designated head or manager, and the field name if so.
`HR-04`	How to Manage Departments	Whether parent departments roll up the members of their sub-departments in filters and reports.
`HR-04`	How to Manage Departments	Whether an employee can be assigned to more than one department.
`HR-05`	How to Create Shifts and Assign Rosters	The complete field list on the shift definition form, including start time, end time, break and late-grace fields if present.
`HR-05`	How to Create Shifts and Assign Rosters	The exact navigation to the shift calendar and to the bulk shift assignment action.
`HR-05`	How to Create Shifts and Assign Rosters	How overlapping shift schedules for the same employee and date are resolved.
`HR-05`	How to Create Shifts and Assign Rosters	Whether a shift can span midnight, and how attendance is attributed in that case.
`HR-06`	How to Set Up Shift Rotations	The exact navigation to the shift rotation screen and its exact field labels.
`HR-06`	How to Set Up Shift Rotations	The available cadence options for a rotation, for example daily, weekly or monthly, and whether a custom interval is supported.
`HR-06`	How to Set Up Shift Rotations	What happens to already generated schedules when a rotation is deactivated or deleted.
`HR-06`	How to Set Up Shift Rotations	How a rotation interacts with a manually assigned shift or an approved shift-change request for the same date.
`HR-06`	How to Set Up Shift Rotations	Whether rotations skip company holidays and weekly offs automatically.
`HR-07`	How to Request and Approve Shift Changes	The exact navigation to raise and to review a shift-change request, and the exact field labels on the request form.
`HR-07`	How to Request and Approve Shift Changes	The exact status values a shift-change request can carry.
`HR-07`	How to Request and Approve Shift Changes	Whether a reason is mandatory when declining a request, and whether the employee is notified of the outcome.
`HR-07`	How to Request and Approve Shift Changes	Whether a request can cover a date range rather than a single date.
`HR-07`	How to Request and Approve Shift Changes	How an approved request interacts with an active shift rotation for the same employee.
`HR-08`	How to Configure Holidays and Weekly Offs	The exact navigation and field labels for configuring weekly offs, and whether they can differ per department, shift or organisation.
`HR-08`	How to Configure Holidays and Weekly Offs	Whether holidays can be imported or copied from one year to the next.
`HR-08`	How to Configure Holidays and Weekly Offs	How a holiday or weekly off falling inside a multi-day leave request affects the days deducted.
`HR-08`	How to Configure Holidays and Weekly Offs	Whether holidays can be restricted to a specific department or location.
`ATT-01`	How to Clock In and Clock Out	The exact labels for the clock-in and clock-out actions and for the work-from choice.
`ATT-01`	How to Clock In and Clock Out	Whether an employee can record more than one clock-in and clock-out pair in a single day.
`ATT-01`	How to Clock In and Clock Out	How the half-day flag is set - automatically from hours worked, or manually by a manager.
`ATT-01`	How to Clock In and Clock Out	What happens if an employee never clocks out: is the record closed automatically at the end of the shift?
`ATT-01`	How to Clock In and Clock Out	Whether a self-service regularisation request exists for a missed or incorrect punch.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	The full list of options on the attendance settings screen and their exact labels.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	How the QR code is generated and distributed - one code per company, per location, or per shift.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	Whether clock-in can be restricted to an IP range or a geofence, and where that is configured.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	Whether an Administrator can restrict employees to a single clock-in method.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	Whether late-arrival tolerance or a grace period is configurable, and where.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	The exact column list expected by the attendance CSV import, and whether a sample file is downloadable.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	How the calendar import differs from the CSV import, and its exact navigation.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	The exact permission that allows a non-Administrator manager to mark attendance for their team.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	Whether attendance edits are recorded in an audit trail showing who changed a record.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	The available formats for the per-member monthly attendance export.
`LV-01`	How to Apply for Leave	The exact labels of the duration options on the leave application form.
`LV-01`	How to Apply for Leave	Whether an employee can cancel or withdraw a pending or approved leave application, and how.
`LV-01`	How to Apply for Leave	Whether an application can be submitted for a date in the past, and any notice-period rule.
`LV-01`	How to Apply for Leave	How a company holiday or weekly off inside a multi-day range affects the days deducted.
`LV-01`	How to Apply for Leave	Whether an application can exceed the available balance, and what happens if it does.
`LV-02`	How to Approve or Reject Leave	The exact name of the leave approval and pre-approval permissions as they appear in the role configuration.
`LV-02`	How to Approve or Reject Leave	Whether a rejection reason is mandatory, and whether the employee is notified of the outcome.
`LV-02`	How to Approve or Reject Leave	Whether an approved leave can be reversed or cancelled, and whether the balance is restored.
`LV-02`	How to Approve or Reject Leave	Whether leave can be approved beyond the employee's available balance.
`LV-02`	How to Approve or Reject Leave	Whether multiple applications can be approved in one action.
`LV-03`	How to Configure Leave Types and Quotas	The complete option list on the leave settings screen and the exact field labels for a leave type.
`LV-03`	How to Configure Leave Types and Quotas	Whether quotas reset on a cycle, whether unused balance carries forward, and where that is configured.
`LV-03`	How to Configure Leave Types and Quotas	The exact screen where per-employee leave quotas are maintained.
`LV-03`	How to Configure Leave Types and Quotas	Whether a leave type can be restricted to a department, designation or employee group.
`LV-03`	How to Configure Leave Types and Quotas	Whether leave types shipped with a new account exist, and if so which.
`LV-04`	How to Apply for Leave by the Hour	The exact label of the hourly leave toggle in leave settings and of the hourly duration option on the application form.
`LV-04`	How to Apply for Leave by the Hour	Whether the calculated fraction is displayed to the employee before they submit.
`LV-04`	How to Apply for Leave by the Hour	How the shift length is derived where an employee has no assigned schedule and the default shift applies.
`LV-04`	How to Apply for Leave by the Hour	Whether more than one hourly leave can be applied for on the same date, and how the total is capped.
`LV-04`	How to Apply for Leave by the Hour	Whether hourly leave can be restricted to specific leave types.

Part 8 — Payroll and HR Edition (73 items)

Article	Title	Question for the product team
`PAY-01`	Getting Started with the Payroll and HR Edition	Exact navigation path to the Payroll & HR Getting Started checklist after the initial onboarding redirect.
`PAY-01`	Getting Started with the Payroll and HR Edition	Whether the checklist can be dismissed or re-shown, and by which role.
`PAY-01`	Getting Started with the Payroll and HR Edition	Exact label of the first onboarding step ("Profile") in the Payroll edition menu, and whether it opens company settings or the Administrator's own profile.
`PAY-02`	How to Configure Payroll Settings and Pay Periods	Exact navigation path and screen name for payroll global settings, and for payroll period settings.
`PAY-02`	How to Configure Payroll Settings and Pay Periods	Full list of fields on the payroll global settings screen and which are mandatory.
`PAY-02`	How to Configure Payroll Settings and Pay Periods	Supported payroll cycle frequencies (for example monthly, weekly, fortnightly) and whether cut-off dates are configurable.
`PAY-02`	How to Configure Payroll Settings and Pay Periods	Whether a payroll period can be locked or closed after payslips are released.
`PAY-03`	How to Create Salary Components and Salary Groups	Full field list on the salary component form, including how a component's amount is defined (fixed value, percentage of another component, or formula).
`PAY-03`	How to Create Salary Components and Salary Groups	Whether components can be ordered on the payslip, and how.
`PAY-03`	How to Create Salary Components and Salary Groups	Whether a salary group can be edited after it has been assigned, and what happens to assigned employees.
`PAY-03`	How to Create Salary Components and Salary Groups	Whether deletion of a component used in a past payroll period is blocked.
`PAY-04`	How to Assign Employee Salaries and Increments	Full field list on the employee salary record, and whether an effective date is captured.
`PAY-04`	How to Assign Employee Salaries and Increments	Exact behaviour of the increment feature: whether it stores a history of revisions and whether arrears are calculated.
`PAY-04`	How to Assign Employee Salaries and Increments	Where per-period values for variable components are entered (on the salary record or during the payroll run).
`PAY-04`	How to Assign Employee Salaries and Increments	Which payroll permission names control access to employee salary data.
`PAY-05`	How to Run Payroll and Generate Payslips	The full list of payroll status values and what each one means, plus whether a status change can be reversed.
`PAY-05`	How to Run Payroll and Generate Payslips	Whether generating payroll again for a processed period replaces existing payslips or creates new ones.
`PAY-05`	How to Run Payroll and Generate Payslips	Whether payroll can be generated for all departments in a single action.
`PAY-05`	How to Run Payroll and Generate Payslips	Whether a payroll run can be deleted or rolled back, and by which role.
`PAY-06`	How to Review, Email and Download Payslips	Exact navigation path to the employee payslip list in the web application.
`PAY-06`	How to Review, Email and Download Payslips	Whether emailing payslips is a per-employee action, a bulk action for the run, or both.
`PAY-06`	How to Review, Email and Download Payslips	Whether the payslip PDF template can be customised, and where.
`PAY-06`	How to Review, Email and Download Payslips	Whether employees can download their own payslip PDF, and whether that is permission-controlled.
`PAY-07`	How to Import Salary Data	Exact required columns and data types in the salary import file, and whether a sample template can be downloaded.
`PAY-07`	How to Import Salary Data	Which employee identifier the import matches on (employee code, email address, or another value).
`PAY-07`	How to Import Salary Data	Whether importing again updates existing salary records or creates duplicates.
`PAY-07`	How to Import Salary Data	Whether an error or rejected-row report is produced after the import completes.
`PAY-07`	How to Import Salary Data	Whether salary import can also load variable component values for a period.
`PAY-08`	How to Configure Statutory Components	Whether statutory rates, wage bases and thresholds are configured per component, per salary group, per country, or in payroll settings.
`PAY-08`	How to Configure Statutory Components	Whether CrmLeaf ships pre-configured statutory components for India and the Gulf Cooperation Council countries, and whether they carry default rates.
`PAY-08`	How to Configure Statutory Components	Whether employer contributions are tracked separately from employee deductions, and where they are reported.
`PAY-08`	How to Configure Statutory Components	The exact Wages Protection System output format CrmLeaf produces for the Gulf Cooperation Council countries, and which screen produces it.
`PAY-08`	How to Configure Statutory Components	How Professional Tax slabs that vary by state are represented in the product.
`PAY-09`	How to Generate Government Compliance Forms	The full list of government compliance forms CrmLeaf produces, per country, with the exact screen for each.
`PAY-09`	How to Generate Government Compliance Forms	The documented purpose and coverage of the Form 5 and Form 10 outputs as implemented in CrmLeaf.
`PAY-09`	How to Generate Government Compliance Forms	Output file formats produced for each form, and whether the format version is configurable.
`PAY-09`	How to Generate Government Compliance Forms	Where the organisation's statutory registration numbers are stored and whether they populate the generated forms automatically.
`PAY-09`	How to Generate Government Compliance Forms	Whether a generated filing output is retained in CrmLeaf for audit, and for how long.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	Exact navigation path to the overtime policy configuration screen, and its full field list.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	How an overtime rate or multiplier is expressed in a policy, and whether policies can differ per department, designation or shift.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	The full status vocabulary of an overtime request, and whether an employee can withdraw a submitted request.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	Which permission controls who can approve overtime requests.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	Whether overtime hours can be generated automatically from attendance rather than submitted manually.
`PAY-11`	How to Calculate Gratuity	Which country rules the gratuity calculation implements, and whether the rule is selected per employee, per company or per country of employment.
`PAY-11`	How to Calculate Gratuity	The exact inputs the calculation uses, in particular which salary component is treated as basic pay.
`PAY-11`	How to Calculate Gratuity	The India gratuity formula, eligibility service period and ceiling as implemented in CrmLeaf.
`PAY-11`	How to Calculate Gratuity	Whether a calculated gratuity amount is stored on the employee record or recalculated each time.
`PAY-11`	How to Calculate Gratuity	Whether gratuity liability can be reported across the whole workforce for provisioning.
`PAY-12`	How to Process a Full and Final Settlement	Full field list on the full and final settlement record, and which amounts CrmLeaf calculates automatically versus which are entered manually.
`PAY-12`	How to Process a Full and Final Settlement	Whether leave encashment is calculated automatically from the leave balance.
`PAY-12`	How to Process a Full and Final Settlement	The status vocabulary of a settlement, and whether an approval step exists in the product.
`PAY-12`	How to Process a Full and Final Settlement	Whether a settlement document or statement can be generated as a PDF for the employee.
`PAY-12`	How to Process a Full and Final Settlement	Whether recording an exit date automatically excludes the employee from future payroll runs.
`PAY-13`	How to Sync Payroll Data with Tally	Exact navigation path to the payroll Tally sync action, and whether it is per period, per department or per payroll run.
`PAY-13`	How to Sync Payroll Data with Tally	Tally integration configuration fields and the local agent installation and authentication steps.
`PAY-13`	How to Sync Payroll Data with Tally	Which payroll data the sync sends (salary cost, individual deductions, statutory liabilities) and how it is mapped to Tally ledgers.
`PAY-13`	How to Sync Payroll Data with Tally	Whether the sync is one-way or two-way, and whether a sync log or history is available.
`PAY-13`	How to Sync Payroll Data with Tally	Whether a period can be synchronised more than once, and what happens if it is.
`PAY-14`	How to Connect and Manage Biometric Devices	The exact fields required to register a device in CrmLeaf, and the corresponding device-side push settings.
`PAY-14`	How to Connect and Manage Biometric Devices	The full list of commands that can be queued to a device.
`PAY-14`	How to Connect and Manage Biometric Devices	Where the force_biometric_clockin option is configured, and whether it can be scoped per employee, department or shift.
`PAY-14`	How to Connect and Manage Biometric Devices	The documented list of supported device models and firmware.
`PAY-14`	How to Connect and Manage Biometric Devices	How enrolment is performed in practice: at the device, from CrmLeaf, or both.
`PAY-14`	How to Connect and Manage Biometric Devices	Whether device punches create attendance records automatically or require review first.
`PAY-15`	How to Use Payroll Reports	Confirm whether an employee cost rate per hour, or a built-in project profitability or margin report, now ships.
`PAY-15`	How to Use Payroll Reports	The full list of payroll reports, their exact names and their navigation paths.
`PAY-15`	How to Use Payroll Reports	Available filters on each payroll report (period, department, employee, statutory type) and available export formats.
`PAY-15`	How to Use Payroll Reports	Whether employer contributions are reported separately from employee deductions.
`PAY-15`	How to Use Payroll Reports	Which permission controls access to payroll reports, and whether report visibility follows the ownership-based permission scopes.
`PAY-15`	How to Use Payroll Reports	Whether payroll reports can be compared across periods within the product.
`PAY-16`	How to Use Employee Self-Service	Whether travel reimbursement is available in the web application or only in the mobile app, and its approval path.
`PAY-16`	How to Use Employee Self-Service	The full field list on the travel reimbursement submission form.
`PAY-16`	How to Use Employee Self-Service	Whether an employee self-service dashboard exists as a single screen, and its exact name.

Part 9 — Recruitment and Performance (42 items)

Article	Title	Question for the product team
`REC-01`	How to Create and Publish Job Openings	Confirm the sidebar label for the recruitment module: the sources use both "Recruit" and "Recruitment".
`REC-01`	How to Create and Publish Job Openings	Full field list for a job opening, including job title, description, number of vacancies, opening and closing dates, and status values.
`REC-01`	How to Create and Publish Job Openings	Exact navigation path to the job category and job type configuration screens.
`REC-01`	How to Create and Publish Job Openings	Whether custom question types are restricted to specific formats such as text, choice or file upload.
`REC-02`	How to Configure the Careers Site and Job Board	Exact navigation path to the recruitment settings area, and the individual option names inside the job board, global and email notification settings.
`REC-02`	How to Configure the Careers Site and Job Board	Public URL structure of the careers pages, and whether a custom domain or subdomain can be used.
`REC-02`	How to Configure the Careers Site and Job Board	How candidates subscribe to job alerts and how often alerts are sent.
`REC-02`	How to Configure the Careers Site and Job Board	Whether the careers page can be embedded in an external website as well as linked.
`REC-03`	How to Manage Job Applications	Default application statuses shipped with the Recruitment module, and whether any status is treated as terminal.
`REC-03`	How to Manage Job Applications	Default list of application sources, and whether sources are editable per company.
`REC-03`	How to Manage Job Applications	Whether bulk status changes or bulk rejection of applications is supported.
`REC-03`	How to Manage Job Applications	Whether duplicate applications from the same candidate email are detected automatically.
`REC-04`	How to Schedule Interviews and Record Evaluations	Whether the interview meeting field connects to the Zoom or Google Calendar integrations, or is free text only.
`REC-04`	How to Schedule Interviews and Record Evaluations	Structure of the evaluation: whether it is a rating scale, scored criteria or free text, and whether a recommendation value is captured.
`REC-04`	How to Schedule Interviews and Record Evaluations	Whether interviewers are notified automatically when they are assigned to an interview, and whether the candidate receives the schedule.
`REC-04`	How to Schedule Interviews and Record Evaluations	Whether rescheduling or cancelling an interview has its own status.
`REC-05`	How to Send Offer Letters and Hire a Candidate	Full state list for an offer letter, and whether "declined by candidate" is recorded separately from "withdrawn".
`REC-05`	How to Send Offer Letters and Hire a Candidate	Exact field list on the offer letter record, including joining date, designation and salary fields.
`REC-05`	How to Send Offer Letters and Hire a Candidate	Exact location of the action that converts a hired candidate into an employee, and which employee fields are carried over.
`REC-05`	How to Send Offer Letters and Hire a Candidate	Which offer fields pre-fill the employee salary structure, and whether the mapping is configurable.
`REC-05`	How to Send Offer Letters and Hire a Candidate	Whether the candidate can accept the offer online through the candidate portal or only by reply.
`REC-06`	How to Set Up Candidate Onboarding	Exact navigation path to candidate onboarding policies, steps and tasks, and whether tasks can be assigned to internal users with due dates.
`REC-06`	How to Set Up Candidate Onboarding	Whether an onboarding policy can be applied automatically when an offer is accepted.
`REC-06`	How to Set Up Candidate Onboarding	Whether required document types can be defined per policy, and whether uploads are validated or approved.
`REC-06`	How to Set Up Candidate Onboarding	Whether onboarding tasks and documents transfer to the employee record on conversion.
`REC-07`	How to Use the Candidate Portal	Public URL of the candidate portal, and how a candidate's login is created and delivered.
`REC-07`	How to Use the Candidate Portal	What the candidate dashboard displays, and whether the candidate sees their application status and scheduled interviews.
`REC-07`	How to Use the Candidate Portal	Whether candidates can withdraw an application or accept an offer from the portal.
`REC-07`	How to Use the Candidate Portal	Accepted file types and size limits for candidate document upload.
`PRF-01`	How to Create Objectives and Key Results	Exact field list on an Objective, including period or date range, description and visibility options.
`PRF-01`	How to Create Objectives and Key Results	Supported Key Result metric types, for example number, percentage, currency or completion.
`PRF-01`	How to Create Objectives and Key Results	Full list of progress status values an Objective can show, and the thresholds that produce them.
`PRF-01`	How to Create Objectives and Key Results	Whether Objectives can be aligned to a parent Objective, and whether a department Objective rolls up its members' Objectives automatically.
`PRF-01`	How to Create Objectives and Key Results	How performance data is surfaced during Payroll increment processing.
`PRF-02`	How to Record OKR Check-Ins and Track Scores	Exact fields captured on a check-in, for example value, confidence, comment and date.
`PRF-02`	How to Record OKR Check-Ins and Track Scores	How the OKR score is calculated and weighted across Key Results, and whether weighting is configurable.
`PRF-02`	How to Record OKR Check-Ins and Track Scores	Whether check-in reminders can be scheduled for owners.
`PRF-02`	How to Record OKR Check-Ins and Track Scores	Which widgets the performance dashboard contains and whether visibility is role-scoped.
`PRF-03`	How to Schedule 1:1 Meetings and Track Action Items	Exact fields on a 1:1 meeting, including participants, location or meeting link, and the recurrence options available.
`PRF-03`	How to Schedule 1:1 Meetings and Track Action Items	Whether action items can be assigned to a user with a due date, and whether they create tasks in the Tasks module.
`PRF-03`	How to Schedule 1:1 Meetings and Track Action Items	Whether meeting notes are stored alongside the employee record, and who can read them.
`PRF-03`	How to Schedule 1:1 Meetings and Track Action Items	Whether participants are notified of a scheduled or upcoming 1:1 meeting.

Part 10 — Procurement (35 items)

Article	Title	Question for the product team
`PRC-01`	Understanding the Procure-to-Pay Process	Whether the Purchase module can be enabled for the Payroll and HR edition.
`PRC-01`	Understanding the Procure-to-Pay Process	Which permission names control vendors, purchase orders, bills, vendor payments and vendor credits.
`PRC-01`	Understanding the Procure-to-Pay Process	Whether a goods return raised against a bill adjusts the bill balance automatically or only through a vendor credit.
`PRC-02`	How to Add Vendors and Vendor Price Lists	The full field list on the vendor form beyond name, currency, contacts and notes (for example address and tax registration fields).
`PRC-02`	How to Add Vendors and Vendor Price Lists	Whether a vendor price list line supports a validity period or minimum order quantity.
`PRC-02`	How to Add Vendors and Vendor Price Lists	Whether a vendor price automatically populates the rate on a purchase order line.
`PRC-02`	How to Add Vendors and Vendor Price Lists	Whether vendors can be imported from a file.
`PRC-03`	How to Create and Issue Purchase Orders	Where the purchase order number prefix is configured, and whether users can override a number.
`PRC-03`	How to Create and Issue Purchase Orders	Which date fields the purchase order form holds (order date, expected delivery date, others).
`PRC-03`	How to Create and Issue Purchase Orders	Whether the discount is applied per line, per order, or both.
`PRC-03`	How to Create and Issue Purchase Orders	Whether a purchase order reserves stock at the delivery warehouse when it is issued.
`PRC-03`	How to Create and Issue Purchase Orders	Whether an approval step exists between draft and issued for purchase orders.
`PRC-04`	How to Track Purchase Order Delivery	Whether marking a purchase order as delivered updates stock at the delivery warehouse automatically, and if so at which status value.
`PRC-04`	How to Track Purchase Order Delivery	Whether received quantities can be recorded per line item, or only the single order-level delivery status.
`PRC-04`	How to Track Purchase Order Delivery	Whether a delivery date or reference (such as a vendor delivery note number) is stored on the order.
`PRC-04`	How to Track Purchase Order Delivery	Whether any notification is sent when a purchase order is marked delivered.
`PRC-05`	How to Create a Bill from a Delivered Purchase Order	Which fields the bill form holds in addition to the pulled line items (bill date, due date, vendor invoice reference).
`PRC-05`	How to Create a Bill from a Delivered Purchase Order	Whether line items pulled from the purchase order can be edited or removed on the bill.
`PRC-05`	How to Create a Bill from a Delivered Purchase Order	Whether a bill can be cancelled or deleted, and whether that releases the purchase order back to unbilled.
`PRC-05`	How to Create a Bill from a Delivered Purchase Order	Whether bill numbering uses its own configurable prefix.
`PRC-06`	How to Pay Vendors and Allocate Payments to Bills	Where the bank accounts available on the vendor payment form are maintained.
`PRC-06`	How to Pay Vendors and Allocate Payments to Bills	Whether a payment method or reference field (transfer number, cheque number) is stored on a vendor payment.
`PRC-06`	How to Pay Vendors and Allocate Payments to Bills	Which expense category the automatic "Payment to vendor" expense is created under.
`PRC-06`	How to Pay Vendors and Allocate Payments to Bills	Whether a vendor payment can be edited or deleted after saving, and what happens to the automatic expense and bill statuses if it is.
`PRC-06`	How to Pay Vendors and Allocate Payments to Bills	Whether an advance payment can be recorded for a vendor before any bill exists.
`PRC-07`	How to Manage Vendor Credits	The full field list on the vendor credit form (amount, date, reason, reference, line items).
`PRC-07`	How to Manage Vendor Credits	Whether a vendor credit can be applied to an open or partially paid bill, or only to paid bills.
`PRC-07`	How to Manage Vendor Credits	Whether the settlement_status of a completed goods return raises a vendor credit automatically.
`PRC-07`	How to Manage Vendor Credits	Whether a vendor credit can be refunded to a bank account instead of applied to a bill.
`GR-01`	How to Raise and Process a Goods Return	The exact navigation path to the goods returns list and to the create return screen.
`GR-01`	How to Raise and Process a Goods Return	The values settlement_status can take, and what drives it.
`GR-01`	How to Raise and Process a Goods Return	Whether a restock disposition updates warehouse stock, and at which return status.
`GR-01`	How to Raise and Process a Goods Return	Which permission controls approving a goods return.
`GR-01`	How to Raise and Process a Goods Return	Which reports the Goods Return module provides and what each one shows.
`GR-01`	How to Raise and Process a Goods Return	Whether a reason code or attachment is required when raising a return.

Part 11 — Manufacturing CRM Edition and Inventory (52 items)

Article	Title	Question for the product team
`MFG-01`	Getting Started with the Manufacturing CRM Edition	Exact navigation path to the Manufacturing onboarding checklist screen.
`MFG-01`	Getting Started with the Manufacturing CRM Edition	Exact navigation path to the units of measure configuration screen (separate from tax rates).
`MFG-01`	Getting Started with the Manufacturing CRM Edition	Whether the seeded Manufacturing sample data can be removed in bulk, and from which screen.
`MFG-01`	Getting Started with the Manufacturing CRM Edition	Whether the onboarding checklist can be re-opened after all nine steps are complete.
`MFG-02`	How to Create a BOQ and Group It into a BOM	Exact navigation path to the BOQ and BOM screens on a project.
`MFG-02`	How to Create a BOQ and Group It into a BOM	Whether BOQ lines carry a rate or value in addition to quantity, and whether that value is shown on the project card view's BOQ value figure.
`MFG-02`	How to Create a BOQ and Group It into a BOM	The exact download formats offered for the BOQ and BOM.
`MFG-02`	How to Create a BOQ and Group It into a BOM	The rule used to group BOQ items into BOM entries (for example by product, category or unit).
`MFG-03`	How to Plan Production and Record Finished Goods	Exact navigation path to the production and finished goods screen on a project.
`MFG-03`	How to Plan Production and Record Finished Goods	The exact field list captured on a finished goods record (for example product, quantity, date, warehouse).
`MFG-03`	How to Plan Production and Record Finished Goods	Whether recording finished goods increases finished-goods stock in a warehouse, and if so how the warehouse is chosen.
`MFG-03`	How to Plan Production and Record Finished Goods	Whether a production plan or work order record exists separately from the project and its tasks.
`MFG-04`	How to Raise and Approve Material Requisitions	Whether the issuing warehouse is selected on the requisition, and whether it is mandatory.
`MFG-04`	How to Raise and Approve Material Requisitions	Which action moves a requisition from pending_approval to in_progress, and who may perform it.
`MFG-04`	How to Raise and Approve Material Requisitions	Whether an approved requisition reduces warehouse stock automatically, and at which status.
`MFG-04`	How to Raise and Approve Material Requisitions	The exact permission names that control raising and approving requisitions.
`MFG-05`	How to Return Issued Material	Exact navigation paths to the pending returns and return history screens.
`MFG-05`	How to Return Issued Material	Whether an approved return adds the quantity back to the issuing warehouse automatically.
`MFG-05`	How to Return Issued Material	Whether a reason or comment is captured when a return is rejected.
`MFG-05`	How to Return Issued Material	Whether a return can be raised after the requisition has been billed on a milestone invoice.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Exact navigation path to the bulk quote generation screen from a project's BOQ.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Exact UI labels for accepting and declining a submitted vendor quote.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Whether vendor quote requests and vendor quotes are separate list screens, and the path to each.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Whether the public vendor link expires, and whether it can be regenerated.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Whether accepting one quote automatically declines the other quotes on the same request.
`MFG-07`	How to Convert an Accepted Vendor Quote into a Purchase Order	Exact UI action used to raise a purchase order from an accepted vendor quote (from the quote, or by selecting the quote on the purchase order form).
`MFG-07`	How to Convert an Accepted Vendor Quote into a Purchase Order	Whether quantities and pricing carried from the quote can be edited on the purchase order.
`MFG-07`	How to Convert an Accepted Vendor Quote into a Purchase Order	Whether one accepted quote can be split across multiple purchase orders.
`MFG-07`	How to Convert an Accepted Vendor Quote into a Purchase Order	Whether accepting a quote changes the related vendor quote request status automatically.
`INV-01`	How to Set Up Warehouses	The list of selectable warehouse types.
`INV-01`	How to Set Up Warehouses	The exact geographic and compliance fields captured on the warehouse form, and which are mandatory.
`INV-01`	How to Set Up Warehouses	What the capacity figure is measured in, and whether the system warns when capacity is exceeded.
`INV-01`	How to Set Up Warehouses	Whether a warehouse can be deactivated or deleted once it holds stock or is referenced by documents.
`INV-01`	How to Set Up Warehouses	Whether the warehouse manager gains any specific rights over that warehouse's stock.
`INV-02`	How to Enter Per-Warehouse Opening Stock	Exact navigation path to the per-warehouse opening stock form (whether it opens from the product record or from the warehouse inventory screen).
`INV-02`	How to Enter Per-Warehouse Opening Stock	Whether opening stock can be imported in bulk for many products at once.
`INV-02`	How to Enter Per-Warehouse Opening Stock	Whether opening stock can be edited after it is saved, and whether editing is blocked once movements exist.
`INV-02`	How to Enter Per-Warehouse Opening Stock	Whether a date is recorded against the opening stock entry.
`INV-03`	How to Read Stock Levels, Reserved and Available Quantities	Which documented actions increase the reserved quantity, and which release it.
`INV-03`	How to Read Stock Levels, Reserved and Available Quantities	What sets the stock-out quantity on a row, and whether it is ever cleared.
`INV-03`	How to Read Stock Levels, Reserved and Available Quantities	Whether a per-row movement history or stock ledger screen exists, and its navigation path.
`INV-03`	How to Read Stock Levels, Reserved and Available Quantities	Whether the stock list can be exported, and whether it can be filtered by stock flag out of the box.
`INV-04`	How to Transfer Stock Between Warehouses	The exact status values a stock transfer carries, and their internal names.
`INV-04`	How to Transfer Stock Between Warehouses	Whether raising a transfer reserves stock at the source warehouse before delivery.
`INV-04`	How to Transfer Stock Between Warehouses	Whether a transfer can be delivered partially, line by line.
`INV-04`	How to Transfer Stock Between Warehouses	Whether a delivered transfer can be reversed, or whether an adjustment is required.
`INV-04`	How to Transfer Stock Between Warehouses	The exact permission that controls approving a stock transfer.
`INV-05`	How to Record Inventory Adjustments	Exact navigation path to the inventory adjustment screen.
`INV-05`	How to Record Inventory Adjustments	Whether the adjustment is entered as a corrected quantity or as a plus or minus difference.
`INV-05`	How to Record Inventory Adjustments	Whether reasons are free text or selected from a configurable list.
`INV-05`	How to Record Inventory Adjustments	Whether an adjustment requires approval before it changes stock.
`INV-05`	How to Record Inventory Adjustments	The exact permission that controls recording an inventory adjustment.

Part 12 — Solar CRM Edition (44 items)

Article	Title	Question for the product team
`SOL-01`	Getting Started with the Solar CRM Edition	Exact top-level menu group label used for the solar screens in the default Solar CRM menu layout.
`SOL-01`	Getting Started with the Solar CRM Edition	Names of the three pipelines seeded into a new Solar CRM account, and their default stages.
`SOL-01`	Getting Started with the Solar CRM Edition	Exact label and placement of the sample-data option during solar onboarding, and whether sample data can be removed afterwards.
`SOL-01`	Getting Started with the Solar CRM Edition	Exact navigation path to the solar onboarding checklist after the initial signup redirect.
`SOL-02`	How to Configure Solar Master Data	Exact screen title and navigation path for the solar settings area, and whether each master data list is a separate sub-screen.
`SOL-02`	How to Configure Solar Master Data	Full seeded contents of each of the six master data lists in a new Solar CRM account.
`SOL-02`	How to Configure Solar Master Data	Whether a master data entry can be deactivated as well as deleted, and what happens to records referencing a deleted entry.
`SOL-02`	How to Configure Solar Master Data	Which fields each master data record holds beyond its name.
`SOL-03`	How to Create and Approve Solar Sites	Full value lists for utility connection, meter type, ownership and site approval status.
`SOL-03`	How to Create and Approve Solar Sites	Exact navigation path and screen title for solar sites in the default Solar CRM menu layout.
`SOL-03`	How to Create and Approve Solar Sites	Whether site approval is a single Approve/Reject action or a multi-stage submission, and which permission controls it.
`SOL-03`	How to Create and Approve Solar Sites	What the site audit trail records and where it is displayed.
`SOL-04`	How to Complete a Solar Site Survey	Full list of access type values on a site survey.
`SOL-04`	How to Complete a Solar Site Survey	Complete field list captured on a survey beyond status, result, access type and attachments.
`SOL-04`	How to Complete a Solar Site Survey	Whether moving a survey to reviewed requires a specific permission or role.
`SOL-04`	How to Complete a Solar Site Survey	Accepted file types and size limits for survey photo, video and sketch uploads.
`SOL-05`	How to Record a Solar Assessment	Full list of assessment status values, and which transitions are permitted.
`SOL-05`	How to Record a Solar Assessment	Full list of inverter type values, and whether they come from configurable master data.
`SOL-05`	How to Record a Solar Assessment	Whether system size and generation estimates are fields on the assessment, and their exact names.
`SOL-05`	How to Record a Solar Assessment	Whether the assessment can be created directly from a completed survey, and how.
`SOL-06`	How to Create Solar Estimates and Proposals	Exact numbering scheme and prefix used for solar estimates, and whether it is configurable.
`SOL-06`	How to Create Solar Estimates and Proposals	Whether the solar estimate has a validity date field that drives the expired status automatically, and its name.
`SOL-06`	How to Create Solar Estimates and Proposals	Whether an approved solar estimate can generate a customer invoice directly, or only through the payment schedule.
`SOL-06`	How to Create Solar Estimates and Proposals	Exact mechanism by which a proposal pulls in site and survey data, and which fields it brings across.
`SOL-07`	How to Create a Solar BOQ and Hand It to Procurement	Exact navigation path to the BOQ and BOM screens in the Solar CRM menu layout, and whether they open from the project or the site.
`SOL-07`	How to Create a Solar BOQ and Hand It to Procurement	Whether a solar BOQ can be generated automatically from an approved solar estimate, and how.
`SOL-07`	How to Create a Solar BOQ and Hand It to Procurement	Exact field list held on a BOQ item beyond product and quantity.
`SOL-07`	How to Create a Solar BOQ and Hand It to Procurement	Which permission controls creating and editing a solar BOQ.
`SOL-08`	How to Configure Financing and Subsidy Schemes	Exact field list on a subsidy scheme, and the exact form eligibility rules take (fixed attribute conditions, free text, or a rule builder).
`SOL-08`	How to Configure Financing and Subsidy Schemes	Whether subsidy eligibility is evaluated automatically against site and assessment data, or asserted manually by the user.
`SOL-08`	How to Configure Financing and Subsidy Schemes	Exact field list on a financial plan, and whether it is created from the estimate or independently.
`SOL-08`	How to Configure Financing and Subsidy Schemes	Whether financing types carry terms such as interest or tenure, and their field names.
`SOL-09`	How to Manage a Solar Installation Project	Full value lists for the permit, installation, inspection, utility-connection and commissioning statuses on a solar project.
`SOL-09`	How to Manage a Solar Installation Project	Where these statuses are edited: on the project record, on the solar site, or on a dedicated installation screen.
`SOL-09`	How to Manage a Solar Installation Project	Whether an installation project can be created directly from an approved solar estimate, and how.
`SOL-09`	How to Manage a Solar Installation Project	Exact source of the system size figure shown on a solar project card.
`SOL-10`	How to Manage Solar Payment Schedules	Exact navigation path to the solar payment schedule, and whether it opens from the site, the project or the financial plan.
`SOL-10`	How to Manage Solar Payment Schedules	Whether overdue is set automatically when a due date passes, or must be set manually.
`SOL-10`	How to Manage Solar Payment Schedules	Whether marking an installment paid records a payment method and paid date, and the exact field names.
`SOL-10`	How to Manage Solar Payment Schedules	Whether an installment can generate a customer invoice, and whether recording a payment on that invoice updates the installment.
`SOL-11`	How to Schedule Solar Maintenance and AMC Visits	Full list of frequency and priority values on a maintenance schedule.
`SOL-11`	How to Schedule Solar Maintenance and AMC Visits	Whether maintenance records are generated automatically from an active schedule's frequency, or created manually.
`SOL-11`	How to Schedule Solar Maintenance and AMC Visits	Exact field list on a maintenance record for findings, work done, technician assignment and parts used.
`SOL-11`	How to Schedule Solar Maintenance and AMC Visits	Whether maintenance visits appear in the mobile app for technicians, and on which screen.

Part 13 — Construction CRM Edition (35 items)

Article	Title	Question for the product team
`CON-01`	Getting Started with the Construction CRM Edition	The exact wording of the 10 construction onboarding step names as they appear on the checklist.
`CON-01`	Getting Started with the Construction CRM Edition	The exact menu group name and sub-module labels used for construction screens in the default Construction CRM menu layout.
`CON-01`	Getting Started with the Construction CRM Edition	The full list of master settings seeded for a new Construction account, and their default values.
`CON-01`	Getting Started with the Construction CRM Edition	Whether an existing account's product type can be changed to construction after creation, and what happens to seeded data if it is.
`CON-02`	How to Create and Approve Construction Sites	The complete list of ownership, permit status and soil type values available on a construction site.
`CON-02`	How to Create and Approve Construction Sites	The exact field names for the site's physical attributes, including built-up area and number of floors.
`CON-02`	How to Create and Approve Construction Sites	Whether construction site approval is recorded with an audit trail, and what that trail captures.
`CON-02`	How to Create and Approve Construction Sites	Whether a site must be approved before a survey, assessment or estimate can be created against it.
`CON-03`	How to Complete a Construction Site Survey	The status vocabulary for a construction site survey, and whether it matches the solar survey states.
`CON-03`	How to Complete a Construction Site Survey	Whether a construction survey records a feasibility result, and if so the list of result values.
`CON-03`	How to Complete a Construction Site Survey	The documented field list on the construction survey form, including any access type or measurement fields.
`CON-03`	How to Complete a Construction Site Survey	Whether a construction survey requires review or approval before an assessment can reference it.
`CON-03`	How to Complete a Construction Site Survey	Whether construction surveys are available in the CrmLeaf mobile app, or only solar surveys.
`CON-04`	How to Record a Construction Assessment	The documented field list on the construction assessment form, and which solar assessment fields are hidden or relabelled in the Construction edition.
`CON-04`	How to Record a Construction Assessment	The status vocabulary for a construction assessment, and whether a feasibility result value is stored.
`CON-04`	How to Record a Construction Assessment	Whether a construction assessment requires approval before an estimate can be created.
`CON-04`	How to Record a Construction Assessment	Whether an assessment must reference a survey, or whether it can be recorded against a site alone.
`CON-05`	How to Create Construction Estimates and BOQ	Which estimate fields and options are hidden or relabelled on the construction version of the shared estimate screen.
`CON-05`	How to Create Construction Estimates and BOQ	Whether estimate templates are available on the construction estimate screen, and which template types.
`CON-05`	How to Create Construction Estimates and BOQ	Whether a construction estimate can be sent to the client as a public signed link in the same way as a Worksuite estimate.
`CON-05`	How to Create Construction Estimates and BOQ	How the construction estimate is linked to the delivery project that holds the BOQ.
`CON-05`	How to Create Construction Estimates and BOQ	Whether subsidy schemes are commonly used in construction accounts, and which eligibility rules apply.
`CON-06`	How to Build a Financial Plan and Payment Schedule	The status vocabulary for a construction payment schedule entry, and whether overdue entries are flagged automatically.
`CON-06`	How to Build a Financial Plan and Payment Schedule	The list of payment methods selectable when a schedule entry is marked as paid.
`CON-06`	How to Build a Financial Plan and Payment Schedule	The documented field list on the construction financial plan, including any financing type fields.
`CON-06`	How to Build a Financial Plan and Payment Schedule	Whether the payment schedule can be generated automatically from the approved estimate, or must always be entered manually.
`CON-06`	How to Build a Financial Plan and Payment Schedule	How a construction site's financial plan is linked to the delivery project used for budgets and milestone billing.
`CON-07`	How to Bill Construction Milestones	Whether the milestone invoice preview allows lines to be excluded before the invoice is created.
`CON-07`	How to Bill Construction Milestones	Whether a milestone invoice can be cancelled and, if so, whether the source records are released to be billed again.
`CON-07`	How to Bill Construction Milestones	How the construction site's payment schedule and the project's milestones are expected to be kept in step.
`CON-07`	How to Bill Construction Milestones	Whether expenses recorded against the milestone's tasks are included in the gathered billable work.
`CON-08`	How to Manage Post-Handover Maintenance	The maintenance type, frequency, priority and status vocabularies available on construction maintenance schedules and records.
`CON-08`	How to Manage Post-Handover Maintenance	Whether construction maintenance schedules generate visit records automatically on their frequency, or whether every record is created manually.
`CON-08`	How to Manage Post-Handover Maintenance	Whether a maintenance schedule can be linked to a delivery project as well as to a site.
`CON-08`	How to Manage Post-Handover Maintenance	Whether chargeable maintenance work can be billed directly from a maintenance record.

Part 14 — Integrations (54 items)

Article	Title	Question for the product team
`INT-01`	Understanding Integrations	Exact navigation path to each integration's settings screen, and whether they are grouped under a single integrations area.
`INT-01`	Understanding Integrations	Exact setup steps and credential field names for every integration in the catalogue.
`INT-01`	Understanding Integrations	Which integrations are included in each plan, and which are always platform-managed rather than customer-configurable.
`INT-01`	Understanding Integrations	Whether an integration connection applies to the whole company or can differ per organisation inside a company.
`INT-01`	Understanding Integrations	Which permission controls access to each integration's settings screen.
`INT-02`	How to Configure Payment Gateways	Exact setup steps and credential field names for each supported gateway, including test and live credential handling.
`INT-02`	How to Configure Payment Gateways	The exact callback and webhook URLs to register in each provider's dashboard.
`INT-02`	How to Configure Payment Gateways	Which gateways are available on invoices, on orders, and on both.
`INT-02`	How to Configure Payment Gateways	Where offline payment methods and their approval requirement are configured, and the exact option names.
`INT-03`	How to Connect QuickBooks Online to CrmLeaf	Exact setup steps, credential fields and navigation path for the QuickBooks Online connection.
`INT-03`	How to Connect QuickBooks Online to CrmLeaf	Whether the sync runs on a schedule, on demand, or on document save, and whether it is one-way or two-way.
`INT-03`	How to Connect QuickBooks Online to CrmLeaf	How CrmLeaf tax rates, currencies and clients map to QuickBooks Online accounts and customers.
`INT-03`	How to Connect QuickBooks Online to CrmLeaf	Whether a sync log or error report exists that an Administrator can review.
`INT-04`	How to Connect Tally to CrmLeaf	Where the Tally local agent is downloaded from, its supported operating systems and system requirements.
`INT-04`	How to Connect Tally to CrmLeaf	Exact installation, pairing and credential steps for the agent, and the exact navigation path to the Tally integration settings screen.
`INT-04`	How to Connect Tally to CrmLeaf	Which record types synchronise to Tally, in which direction, and on what schedule.
`INT-04`	How to Connect Tally to CrmLeaf	How CrmLeaf tax rates and GST details map to Tally ledgers and tax masters.
`INT-05`	How to Configure E-Invoicing	Exact setup steps, credential fields and navigation path for e-invoicing settings, and which values are per company versus global.
`INT-05`	How to Configure E-Invoicing	Which countries and e-invoicing formats the module supports, and which authority or service provider it connects to in each case.
`INT-05`	How to Configure E-Invoicing	Which fields on a client record are mandatory for an electronic invoice to be issued.
`INT-05`	How to Configure E-Invoicing	How an issued electronic invoice is identified on the invoice record, and whether cancellation or amendment is supported.
`INT-06`	How to Configure WhatsApp and SMS	Exact setup steps and credential field names for Twilio, Vonage and Gupshup, plus the navigation path to the SMS module settings.
`INT-06`	How to Configure WhatsApp and SMS	The exact Gupshup delivery webhook URL to register, and where delivery results are shown in CrmLeaf.
`INT-06`	How to Configure WhatsApp and SMS	Which CrmLeaf events or records can trigger a WhatsApp or SMS message, and whether sending is manual only.
`INT-06`	How to Configure WhatsApp and SMS	Whether more than one provider can be active at once, and how the sender identity is selected.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	Exact setup steps, navigation path and credential or application registration fields for the Gmail and Microsoft Graph connections.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	Whether each User connects their own mailbox or the company connects one shared mailbox.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	How often replies synchronise, and whether a manual sync is available.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	Which records other than deals can hold an email conversation.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	Exact setup steps, navigation paths and credential fields for the Google Calendar, Zoom and Calendly connections.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	The exact webhook URLs to register in Zoom and in Calendly.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	Whether Google Calendar synchronisation is per user or per company, and in which directions it syncs.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	Which pipeline and owner a Calendly-created lead is assigned to, and whether that is configurable.
`INT-09`	How to Connect Fireflies for Meeting Transcripts	Exact setup steps, navigation path and credential fields for the Fireflies.ai connection.
`INT-09`	How to Connect Fireflies for Meeting Transcripts	How a transcript is matched to a specific Lead or Deal, and whether that matching is configurable.
`INT-09`	How to Connect Fireflies for Meeting Transcripts	Whether extracted action items can be converted into CrmLeaf tasks or follow-ups.
`INT-09`	How to Connect Fireflies for Meeting Transcripts	Where transcripts are stored and how long they are retained.
`INT-10`	How to Connect DocuSign for E-Signatures	Exact setup steps, navigation path and credential fields for the DocuSign connection.
`INT-10`	How to Connect DocuSign for E-Signatures	Which CrmLeaf documents can be sent through DocuSign, and how a signer is chosen when several contacts exist.
`INT-10`	How to Connect DocuSign for E-Signatures	How signing status and the signed file are returned to and displayed on the CrmLeaf record.
`INT-10`	How to Connect DocuSign for E-Signatures	Whether DocuSign signing and the built-in public signature capture can both be active on the same document type.
`INT-11`	How to Connect Google Drive and OneDrive	Exact setup steps, navigation path and credential or application registration fields for the Google Drive and OneDrive connections.
`INT-11`	How to Connect Google Drive and OneDrive	Which CrmLeaf records support attaching a file from a connected drive.
`INT-11`	How to Connect Google Drive and OneDrive	Whether the connection is one shared company drive or per user, and whether both providers can be active together.
`INT-11`	How to Connect Google Drive and OneDrive	Whether an attached drive file is linked or copied into CrmLeaf.
`INT-12`	How to Capture Leads from Meta Lead Ads	The exact CrmLeaf webhook URL and verification value for the Meta Lead Ads subscription, and the exact registration steps.
`INT-12`	How to Capture Leads from Meta Lead Ads	How the receiving pipeline, stage and lead owner are chosen, and whether they are configurable per form.
`INT-12`	How to Capture Leads from Meta Lead Ads	How Meta lead-form questions map to lead fields and custom fields in CrmLeaf.
`INT-12`	How to Capture Leads from Meta Lead Ads	Whether duplicate submissions from the same email address are de-duplicated.
`INT-13`	How to Connect Zapier and Configure Webhooks	Exact setup steps, navigation paths and credential fields for the Zapier connection and the webhook engine.
`INT-13`	How to Connect Zapier and Configure Webhooks	The full list of events available for outbound webhooks and for Zapier, and the payload structure sent for each.
`INT-13`	How to Connect Zapier and Configure Webhooks	Which inbound webhook actions are supported, and how an inbound call is authenticated.
`INT-13`	How to Connect Zapier and Configure Webhooks	Where the delivery log is located, what it records, and whether failed deliveries are retried.
`INT-13`	How to Connect Zapier and Configure Webhooks	Exact setup steps for the mTLS certificate-authenticated public API and for WordPress publishing from the AI blog module.

Part 15 — Mobile App, AI Access and Reports (62 items)

Article	Title	Question for the product team
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Public store listing names and download links for the Android and iOS applications.
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Minimum supported Android and iOS versions.
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	The URL users open to install CrmLeaf as a progressive web app.
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Whether the mobile app presents a company/organisation switcher for users who belong to more than one company, and where it appears.
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Whether two-factor authentication is supported in the mobile sign-in flow.
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Documented offline behaviour of the app when the device has no connection.
`MOB-02`	How to Clock In with Face and GPS Verification	Whether face/photo verification for clocking is a per-company setting, and the exact settings area and option name that controls it.
`MOB-02`	How to Clock In with Face and GPS Verification	Whether face verification performs identity matching against a stored reference image, or only captures a photo for the record.
`MOB-02`	How to Clock In with Face and GPS Verification	Whether continuous location tracking during a shift is distinct from location capture at the clocking event, and how it is enabled.
`MOB-02`	How to Clock In with Face and GPS Verification	Behaviour when a user clocks in with no network connection.
`MOB-02`	How to Clock In with Face and GPS Verification	Whether users can view the captured verification photo in their own attendance history.
`MOB-03`	How to Manage Mobile Push Notifications	Exact location and label of the per-user email-notification preference screen that governs push.
`MOB-03`	How to Manage Mobile Push Notifications	The complete list of notification types that follow the email channel to push, per module.
`MOB-03`	How to Manage Mobile Push Notifications	What the Settings → Push area contains and which values an Administrator must supply.
`MOB-03`	How to Manage Mobile Push Notifications	Whether a user can see which of their devices are registered for push, and how to remove one.
`MOB-03`	How to Manage Mobile Push Notifications	Whether signing out of the app unregisters the device from push.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Whether the mobile solar screens cover assessments, estimates and BOQ, or only site survey and site approval.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Field list and approval route for the mobile travel reimbursement screen, and where those claims are reviewed in the web application.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Whether Construction CRM accounts receive the same mobile field screens under construction labels.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Which dispatch stages can be set from the mobile app, and whether cancelling a dispatch is possible on mobile.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Whether survey media captured on the device is uploaded immediately or queued until a connection is available.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Confirm whether time logs and timesheets are exposed as MCP tools, since utilisation questions depend on them.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	The MCP server address users enter in their assistant, and a worked configuration example per supported client.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	The exact tool names, or at least the naming convention, that users can reference when asking an assistant to act.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Where in CrmLeaf an Administrator views the MCP write audit trail, and whether it can be exported.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Whether token expiry is user-selectable or fixed at 30 days, and whether an Administrator can cap it.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Whether an Administrator can view or revoke tokens issued by other users.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Setup requirements for the optional OAuth 2.1 flow and which hosted setups it applies to.
`REP-01`	Understanding Reports and Dashboards	Exact navigation path to the reports area in each product edition, and whether reports sit under one module or per module.
`REP-01`	Understanding Reports and Dashboards	The permission names that control access to each named report.
`REP-01`	Understanding Reports and Dashboards	Which reports offer Export, and in which file formats.
`REP-01`	Understanding Reports and Dashboards	How a view-only summary dashboard is configured for a leadership role, and which widgets can be curated.
`REP-01`	Understanding Reports and Dashboards	Available filter criteria per report beyond the period.
`REP-02`	How to Use Lead and Deal Reports	Whether a separate lead report exists alongside the deal report, and its exact name and location.
`REP-02`	How to Use Lead and Deal Reports	The full set of filters available on the deal report, including whether it can be filtered by pipeline and by agent.
`REP-02`	How to Use Lead and Deal Reports	Export formats offered by lead and deal reports.
`REP-02`	How to Use Lead and Deal Reports	Whether agent goal attainment is reported on a dedicated screen or inside the deal report.
`REP-02`	How to Use Lead and Deal Reports	How conversion rate is calculated when a company runs several pipelines.
`REP-03`	How to Use Finance and Income vs Expense Reports	Confirm whether a project profitability or engagement margin report combining revenue with loaded delivery cost now ships. It is not present today, and no employee cost rate exists to build it from.
`REP-03`	How to Use Finance and Income vs Expense Reports	Whether the Finance Report can be filtered by client or project.
`REP-03`	How to Use Finance and Income vs Expense Reports	Whether the finance report recognises revenue on invoice issue or on payment received.
`REP-03`	How to Use Finance and Income vs Expense Reports	Available filters and period granularity on the finance report and income versus expense.
`REP-03`	How to Use Finance and Income vs Expense Reports	How multi-currency amounts are converted for reporting, and which rate date is used.
`REP-03`	How to Use Finance and Income vs Expense Reports	Exact scope of the HRMS expense report compared with the general expense report.
`REP-03`	How to Use Finance and Income vs Expense Reports	Whether the finance report can be filtered by client, project or organisation.
`REP-03`	How to Use Finance and Income vs Expense Reports	Export formats available for the finance reports.
`REP-04`	How to Use Time Log and Task Reports	Confirm whether a stored utilisation figure or a configurable utilisation target now ships. Neither exists today; utilisation must be derived from exported hours, shifts, leave and holidays.
`REP-04`	How to Use Time Log and Task Reports	Exact filters available on the time log report and task report, and whether they can be grouped by client or department.
`REP-04`	How to Use Time Log and Task Reports	Whether the time log report counts only approved time logs, or all logged time.
`REP-04`	How to Use Time Log and Task Reports	Where the hourly rate used for billable earnings is configured - per user, per project, or both.
`REP-04`	How to Use Time Log and Task Reports	Whether the task report distinguishes subtasks from tasks.
`REP-04`	How to Use Time Log and Task Reports	Export formats available for the time log and task reports.
`REP-05`	How to Use Attendance and Leave Reports	Exact filters and grouping options on the attendance report and the leave report, including whether they can be grouped by department.
`REP-05`	How to Use Attendance and Leave Reports	Export formats available for the attendance and leave reports.
`REP-05`	How to Use Attendance and Leave Reports	How "regularisation" is recorded in CrmLeaf and how it is shown in the attendance report.
`REP-05`	How to Use Attendance and Leave Reports	Whether the leave report shows opening balance, accrual and closing balance separately.
`REP-05`	How to Use Attendance and Leave Reports	Whether captured mobile verification photos and locations are visible in the attendance report.
`REP-06`	How to Set Up the Weekly Digest Report	Exact navigation path and label for the weekly digest configuration screen.
`REP-06`	How to Set Up the Weekly Digest Report	The day and time the digest is sent, and whether the schedule is configurable per account.
`REP-06`	How to Set Up the Weekly Digest Report	How recipients are selected - by role, by user, or by department - and whether individual users can opt out themselves.
`REP-06`	How to Set Up the Weekly Digest Report	The exact sections the digest contains per module, and whether the sections are selectable.
`REP-06`	How to Set Up the Weekly Digest Report	Whether a digest can be triggered manually for testing.

Part 16 — Appendices (10 items)

Article	Title	Question for the product team
`APX-02`	Role and Module Access Planning Matrix	The complete permission name list per module, so this matrix can be published with real permission names instead of module names.
`APX-02`	Role and Module Access Planning Matrix	Whether roles beyond admin, employee and client can be created, and whether scopes can be set per individual user.
`APX-03`	Regional Payroll Compliance Reference	Which statutory jurisdictions the payroll engine supports natively, beyond India and the Gulf countries listed here.
`APX-03`	Regional Payroll Compliance Reference	Whether statutory rates are maintained by CrmLeaf as product updates or entered by each customer, and how customers are notified of changes.
`APX-03`	Regional Payroll Compliance Reference	Confirmation of the current rates and thresholds above as at the publication date.
`APX-07`	Consolidated Information Gaps	Confirm the current core-versus-add-on split for each plan on sale, so every Availability block can be verified.
`APX-07`	Consolidated Information Gaps	Confirm the sidebar label for each module as it ships in each edition, since menu layouts differ per edition.
`APX-07`	Consolidated Information Gaps	Confirm whether an account's product edition can be changed after sign-up, and the effect on seeded data.
`APX-07`	Consolidated Information Gaps	Provide the exact settings navigation path for each area listed in the platform settings surface.
`APX-07`	Consolidated Information Gaps	Confirm which record types are filtered by Organization workspace and which are company-wide.

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