CRM Setup · JY Global AI Portal

🔒 PROTOTYPE DEMO · CRM Setup — owner-only. Two screens: this one, and the template editor.

JY GLOBAL AI Portal

Personal Assistant

Workspace

Dashboard Chat Workspace6 Meetings2 Knowledge Hub130

CRM

Clients & Suppliers38 Sales Pipeline6 Invoices & AR2 Campaigns

Tracking

Reminders Audit log

Configure

Standing rules CRM Setup Integrations Settings

AY

Andy Yu

Managing Director

Configure

CRM Setup

Record types, their templates, and the fields inside them

Owner only

Record types + New

Client

7 records · 3 templates

Supplier

31 records · 1 template

Introducer

created by admin

Fund

hidden from staff

Draft

Across every record type

All fields

You normally create fields inside a template, where you can see them land. This is the full list, for auditing what exists.

CRM Setup

New record type

Singular

Plural

Key — fixed at creation

Start from

Blank Copy of Client

Created as a draft — invisible to staff until you publish, so you can build it without anyone seeing a half-finished type.

Client · list columns

Add a column

Any field on any Client template can be a column, plus relationships. A record that does not carry the field shows a dash.

Client

Publish changes

These go live for all staff immediately, and are written to the change log against your name.

Template Fund client created — 24 fields

Tab Due Diligence added

Tab order changed — Contacts moved up one

Tab Linked work hidden from this type

No record data is affected. Hiding a tab hides the panel; what is behind it stays intact and exportable.

Audit

Change log