APX-05Core CrmLeafAdministratorUser

Glossary of CrmLeaf Terms

All editions.

Availability: All editions.

Overview

Terms used throughout this manual, in alphabetical order. Where CrmLeaf uses a word differently from common usage, the CrmLeaf meaning is given.

Term	Meaning in CrmLeaf
Add-on module	A paid capability that must be included in the account's package and enabled before its screens appear.
Company	The customer account, and the boundary of data isolation. Every record belongs to one company.
Edition (product type)	Which arrangement of CrmLeaf the account uses: Worksuite, Payroll and HR, Solar CRM, Construction CRM or Manufacturing CRM.
Menu layout	The configurable arrangement of the sidebar, set per edition. It can move or hide features but never grant access.
Organization	A workspace inside a company, such as a branch, brand or business unit. Every company has a default main organization.
Package (plan)	The subscription that determines which modules, how many seats and how much storage the account has.
Permission scope	How much of a record type a role can see: `none`, `owned`, `added`, `both` or `all`.
Personal access token	A token a user issues for themselves so an external tool or AI assistant can act as them, within their own permissions.
Quick Access	A per-user area of pinned favourite features in the sidebar.
Super Admin	A platform operator, not a customer role. Manages packages, menu layouts and company accounts.

Term	Meaning in CrmLeaf
Client	A converted customer, held as a real user account that can sign in to the client portal.
Credit note	A document reducing what a client owes, which can be applied to invoices or converted to an invoice.
Deal	A sales opportunity moving through a pipeline. One lead can have several deals.
Dispatch	An outbound delivery against an order, completed with proof of delivery and a signature.
EMI plan	An installment plan with a principal, down payment, interest rate and schedule.
Estimate	A formal quote that converts into an unpaid invoice when the client accepts it.
Lead	The person or contact. Not the organisation.
Lead company	The organisation a lead contact works for.
Milestone invoicing	Generating an invoice from a completed project milestone, priced from its approved unbilled work.
Pipeline	A configurable sequence of stages that deals move through. The first stage receives new deals.
Proposal	A design-led sales document, signed on acceptance but not converted to an invoice automatically.
Web-to-lead form	A hosted form embedded on a website whose submissions create a lead contact and a deal.

Term	Meaning in CrmLeaf
Available quantity	Quantity minus reserved minus stock-out, per warehouse.
Bill	A vendor's invoice to you, raised against a delivered purchase order. One bill per purchase order.
BOM (bill of materials)	Component-level material specification, grouped from the bill of quantities.
BOQ (bill of quantities)	Materials and labour costed for a project.
Budget actuals	Spend derived live from expenses, time logs, purchase orders, bills and invoices. Never entered by hand.
EVM (earned value management)	A method comparing planned value, earned value and actual cost to judge schedule and cost performance.
Goods return	A return raised against a bill, purchase order, invoice, order, requisition or site.
Material requisition	A record of materials pulled from stock for a project or task, with approval and return handling.
Milestone	A dated, costed grouping of tasks inside a project, which can be invoiced when complete.
RFQ (request for quotation)	A priced request sent to vendors, who submit pricing through a public link.
Stock transfer	A movement of stock between warehouses, following approve, deliver, cancel.
Timesheet	A weekly set of time entries submitted for approval.
Uncategorised row	In a budget, the visible remainder of actual spend that no budget line claims.

Term	Meaning in CrmLeaf
Designation	A hierarchical job title, which provides the organisation chart data.
ECR (electronic challan cum return)	An India provident fund filing output.
ESI	Employees' State Insurance, India.
Full and final settlement	The closing pay calculation when an employee leaves.
Gratuity	An end-of-service payment, calculated by rules that differ by country.
Hourly leave	Leave taken for part of a day, deducting a fraction of a day proportional to shift length.
PF	Provident Fund, India, administered by the Employees' Provident Fund Organisation.
Professional tax	An India state-level tax on employment.
Regularisation	Correcting an attendance record after the fact, subject to approval.
Salary component	A configurable element of pay, such as an allowance or a deduction.
Shift rotation	A repeating shift pattern applied automatically to a pool of employees.
TDS	Tax Deducted at Source, India, filed quarterly as Form 24Q.
WPS (wages protection system)	Mandatory salary transfer systems used across Gulf countries.

Term	Meaning in CrmLeaf
AMC (annual maintenance contract)	Recurring maintenance for an installed system, tracked as schedules and visit records.
Assessment	A feasibility and design record following a site survey. Labelled "Solar" or "Construction" by edition.
MCP (model context protocol)	The standard that lets an AI assistant read and act on CrmLeaf data as the signed-in user.
Site	The physical location of work, in the Solar and Construction editions, with its own approval workflow.
Site survey	An on-site record, often with photographs, video or sketches captured on mobile.
Subsidy scheme	A financing incentive with eligibility rules, applied in the Solar and Construction editions.

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