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User Manual · Chapter 17 — CRM

17.2 Where it fits — prerequisites and neighbours

CRM needs nothing else switched on. It stands alone, and it talks to its neighbours rather than reaching into them:

  • A party can be linked to a Customer or a Donor you already have. The link points at the master record — CRM never copies or duplicates it.
  • Sales and Donations keep owning their transactions. When conversion arrives in a later release, a won opportunity will become a quote or a first donation through those modules' own screens and services — CRM will never write into their tables.

Snapshot: portal-v0-2026-11-10