Redesign of contact screen

[ehuelsmann]

There's been talk of creating a more intuitive / self-documenting contact screen. Some time ago, I've created a design that I think will help people understand the structure of contacts better. Attaching it here for others to see and for reference

[ehuelsmann]

Looking at this screen design, I'm now thinking that the customer classes "Hot lead" and "Cold lead" are really not customer classes, but customer states, like "active"(having a begin date, but no end date, or an end date in the future) and "deleted"(having an end date in the past)

[ehuelsmann]

For anybody wanting to create variants of the picture above, here's the spreadsheet I used to "draw" it and made a screenshot from.

Company-and-accounts-structure-proposal.xlsx

[einhverfr]

I like how it shows the relationships between things. That is something that needs to be improved.

[ehuelsmann]

Note that the "Class" Vendor bit is not helpful here and should be left out: a company can have lots of roles, including Vendor and Customer, but those are modelled through "Accounts".