1The idea, in one minute

A normal CRM is a list. OmniCRM is a map.

The canvas has a fixed 3000 × 1600 workspace divided into four equal pale horizontal guides: Client Space for owners and clients, Catalysts for designers, project managers, operators and intermediaries, Competitors for offer/principal signees, and Subcontractors for delivery partners. Its outer border remains stable while you pan or resize the browser. Drag records into the appropriate band and Save; these guides do not behave like Zones and never move or capture records themselves.

Every organization uses a small square identity tile: its real logo is fitted inside without cropping or distortion, or a building icon appears when no logo is available. Its name remains visible beside it. Every person is a circular photo when one is available, or a professional fallback avatar, with their name beside it. An organization's contacts form a strict column below it, so employer arrows are unnecessary. Other lines show real relationships such as knows, influences and partner of, so you can see who could introduce you to whom.

A deal is not a node on that map. A deal is a Projop — a Project Opportunity — and a Projop is a saved arrangement of the map, plus the commercial detail attached to it. Open a Projop and the canvas becomes that deal's world: the right companies and people, positioned where you put them, everyone else out of the way.

That is the single idea the whole app is built on. Everything below is detail.

Actions — every open follow-up across every Projop, filterable by Projop, manager and urgency — is reached through View all actions on Today. New creates records and Data holds import, backup and settings. Canvas tools, the canvas Save button, and Analyze appear only while Project Map is showing. Project Map waits for all canvas data to finish loading, then fits the complete 3000 × 1600 frame to the available screen; Full screen expands the canvas and refits it. Save stores membership, exact node positions, zones, center and zoom. There is no background canvas autosave: use Save when you want to keep changes. Camera fitting never moves or rewrites nodes and zones.

2Home — the company dashboard

The app opens here. The sidebar hides so nothing competes with it. Home answers one question: how is the company's Business Development doing, overall? Everything on it is company-wide and deliberately aggregate — no personal task list lives here. For what needs you, personally, today, use Today, the neighbouring segment in the switcher; it is described in the next section and is a genuinely different screen, not a filtered copy of this one.

The top strip

Five numbers across the very top, at a glance: Active Projops, Priority/Hot Projops, Actions Due (overdue plus due today, combined), No Next Action, and Decision-Maker Gaps. These are deliberately the fast-moving, leading numbers — the ones that can change week to week and affect whether the next deal closes. Click any tile to jump to the Pipeline board, except Actions Due, which opens the Actions page. Won value is not here on purpose: the business closes a handful of large deals a year, so a "won" total barely moves week to week and doesn't deserve this space — it's still one click away, in the Pipeline Overview band below and on the Project Map → Analyze → Dashboard screen.

Pipeline Overview

Underneath the top strip: the open pipeline value by currency, and a six-stage funnel (Lead → Qualified → Proposal → Negotiation → Won → Lost) showing how many Projops sit in each. Click the value or the funnel to open the Pipeline board.

Priority ProjOps

The strip underneath holds the Projops you marked hot — a deliberate choice, never a score the app works out. Scroll it with the ‹ › buttons. Each card is the same one you see on the Pipeline board, so it shows the brief, the stage, funnel status and budget, the customer, who the players are and the latest note. Click a card to open it in a popup — Overview, Info, Players, Log and Actions, right there over Home — with Open canvas at the bottom. Click its ★ to drop it from the strip.

Two ways to mark one hot, both the same switch: the ☆ in the corner of any Pipeline board card, or the Hot flag chip on the Projop's own Overview tab.

Looking for "my" Projops? That is a personal question, not a company one — it lives on Today's own My ProjOps band now, not here.

Team Execution

Four numbers, not a list: how many follow-ups are overdue, how many are due today, how many are due this week, and how many Projops have no next action at all. Click the Overdue tile to open the Actions page already filtered to high priority; the other due-date tiles open the full Actions page; the no-next-action tile opens the Pipeline board so you can see which ones. Click the card's own header to open the full Actions page directly.

Portfolio Health

Four more numbers: how many active Projops have no stakeholders named at all, how many have players but no decision-maker among them, how many have no stage set, and how many have no next action. These are structural gaps in the record, never an age or a "gone quiet" measurement — a Projop only shows up here because something is genuinely missing from it, not because nobody has touched it in a while. Click a tile to open the Pipeline board and look for it.

Market Signals

News and market notes filed against Projops, grouped by Projop, newest first. Press +, pick a Projop (hot ones are listed first), give it a headline, a link and a line on why it matters. It appears here and on that Projop's Info tab — it is one entry in two places, not a copy, so deleting it from either removes it. Edit opens a compact dedicated popup for that exact note only; it does not open or edit the surrounding Projop. The popup includes Delete, which asks for confirmation and removes that note immediately.

The date shown is the date the news was actually published, never the date you filed it — if research couldn't find a publish date, the date is simply left blank rather than showing a misleading one.

Research hot, beside the strip, sends every hot Projop to the AI at once. See section 9.

The Actions page

Open it from the Team Execution card's header or any of its due-date tiles, or from Today's own View all actions link — Today is its conceptual home in the switcher, and stays highlighted while you're here. A Back to Today link on this page returns you there. It lists every open follow-up across every Projop — not just this week's — grouped High/Medium/Low by urgency. Narrow it with the three filters above the list: which Projop, which responsible manager (that Projop's Project Manager), and which urgency tier. Clear filters puts everything back. Click a row to open that action's own edit form.

3Today — your own screen

Home answers how is the company doing. Today answers a narrower and more useful question: what needs me, personally, right now? It is not Home with a filter on it — the two screens are built differently on purpose. Home is a set of panels you read; Today is a list you work, and every row on it ends in a button that does the obvious next thing.

Do Now

Your follow-ups, grouped by deadline: Overdue, Due today, Due this week. Inside each group they split again into On my Projops and Not on a Projop — the second being actions logged straight onto a company or a person, which belong to nobody in particular. Mark done ticks one off without opening anything; clicking the row itself opens that action's full form.

Below those sits No next action — Projops of yours with nothing scheduled on them at all. That is usually the most useful thing on the screen. Add next action logs one straight onto that Projop.

Open actions sitting on Projops you are not on are not listed here — Today is your screen, not the company's — but they are counted in a line at the bottom, with a link to the full Actions page, so nothing is hidden from you silently.

My ProjOps

On a desktop screen, My ProjOps displays five compact cards across and two visible rows. Each card keeps only its picture, top pills, reference and title; budget, summary and key players remain inside the Projop. If you have more than ten active or starred Projops, scroll vertically inside this section to see the additional rows.

The Projops you are personally on: you are named in its Players list, or you are its Project manager. They are the same cards you see on the Pipeline board, so a Projop never looks like two different things depending on where you meet it. The only thing added here is a Needs a next action line under the ones with nothing scheduled.

People to Contact

People on your Projops who have nothing scheduled with them — no open follow-up, no future meeting. Each row says why it is there: which Projop they're on and when you last had any contact (or that you never have). Log contact records a call, email or meeting on the spot. Someone with a follow-up already booked is not listed — they are not the gap.

My Signals

News and market notes filed against your Projops only. Home's Market Signals card is the company-wide version of the same rows; this one is narrowed to what you are actually working on. Click an item to open its source.

Next Actions

Suggestions worked out from plain rules, not from AI — and each row tells you which rule fired. They look for things missing from your Projops: no client organisation set, nobody named on it, players but no decision-maker among them, nothing written in the log, or no stage. Open takes you to the right tab of that Projop to fix it.

The View all actions → link at the top right opens the full Actions page (section 8), which lists every open follow-up across every Projop, including the ones Today leaves out.

4Projops Funnel — the board

Every Projop as a card, in a column for its stage, each column carrying its stage colour. Reach it from the Home card, or the Funnel segment in the top-left switcher — Pipeline is what it opens to by default, with an Archive tab right beside it for the ones marked no longer relevant.

A card shows the name, brief, then a stage/funnel-status/budget row followed by ref, customer, sector, up to three players and the newest note. Stage and funnel status use the same badges the Projop's own Overview tab shows — stage next to the title there, the rest just below it. A Projop with no stage set gets its own No stage column rather than disappearing.

Narrowing it down

Filter by sector, by customer, or by a budget range — the count beside the filters reads n of m Projops so you always know what you're looking at. Clear filters puts everything back.

Opening one

Click a card to open it in a popup — Overview, Info, Players, Log and Actions, the same five tabs the canvas panel has, right there over the board. Nothing on the board or canvas changes underneath it. Open canvas takes you to its map, closing the popup.

5Projops Management — the map

The canvas, with the entity list down the left. This is where you build and arrange the network.

Putting things on the canvas

The canvas starts blank on purpose — you decide what belongs on it.

1. In the sidebar, open Organizations by Type and expand a company.
2. Tick the people who matter for this deal.
3. Drag the company row onto the canvas — it brings every ticked person with it in one column directly underneath, with Boss/Key people first.

Dragging a company that's already placed moves and saves its whole contact stack. Attached contacts always follow their organization and snap back underneath if dragged alone. Independent contacts remain free and stay exactly where you place them.

Linking

Press Canvas tools → Connect, then drag from one node to another. Choose what the link means (works for / knows / influences / partner of), how strong it is, the arrow direction — including both ways — and its level:

• Organic — part of the same body. Heavier line, and these people travel with their company when you drag it.
• Direct — a normal relationship. Solid line.
• Light — a loose or occasional one. Dotted.

Zones

View → Zones to draw labelled regions. Drag a zone chip from the sidebar onto the canvas to place it. Anything inside travels with the zone when you move it, and a zone re-checks its own membership whenever you drag or resize it. Zone layouts are per-Projop — the same zone can hold different people on different deals.

Finding someone without disturbing anything

Hovering a node highlights its neighbourhood without moving anything. Use View → Filter… when you actually want records off the canvas.

Analyze → Find path (on Project Map) shows the shortest chain of introductions between two people.

6Companies and people

New → Organization or New → Contact. Run AI and Find LinkedIn sit at the top right, level with the tab buttons. Click any node, or any row in the sidebar, to open its Preview; the Edit button sits at the bottom of the panel, just left of Close (Delete appears beside it once you are editing), and changes the same panel into its editable form. Click it and it becomes Save: make all your changes, then press Save once. It flashes Saved and settles back to Edit. Your changes are stored as you go — each field saves the moment you leave it — so Save is really “I’m finished here”; it commits whatever box you are still typing in and closes Edit mode. The photo or logo is shown once, at the top left beside the name; the upload, Find photo, paste and Remove controls appear in Edit. A profile's Connections list shows each connected record by photo/icon, name and title only. Click that row to open the connected record. Relationship details are edited by selecting the connection line on Project Map.

Archiving — park a record you're not using

Organizations and Contacts have three statuses: Active, New Coops, and Archived. New Coops remain visible in working lists and are marked separately in Admin Area. Archived records drop out of the sidebar list and org-drag picker without being deleted; find or restore them any time in Admin Area.

Deleting

Delete, on the same edit form, removes the record and its links for good — a company or person is gone immediately, a contact gets a few seconds' Undo first. If you're trying to clean up near-duplicates rather than remove something real, use Find duplicates… in Admin Area → People instead (see below) — it merges safely rather than deleting.

Warmth and weight

Two ratings do most of the work on the canvas:

Analyze → Matrix (on Project Map) plots everyone on those two axes — the top-right corner is where your attention belongs.

Sides

Roles are gone. A person or company on a Projop is simply on it; the one judgement you make about them is their side — Key players, Client side, Catalysts, Competition, Partners or ELECNET — which is what the Players tab groups by. Set it from the ✎ on their row, or right-click the node on the canvas → Side on this Projop…. Leaving it unset is a real answer: those parties sit under Unsorted until you decide. Under a name on the canvas you see the objective fact instead — a person's job title, a company's activity.

The form tabs

• Organization Core — Name, Type, then the complete Projops section at the bottom. Use its search and checkboxes to add the organization to several Projops at once.
• Organization Profile — Category, Website, LinkedIn, AI summary, Archived status and all logo controls.
• A person's tabs read Profile · Contact · Info · Log · Activity; an organization's read Core · Details · Contacts · Info · Log. A person's Info tab now also holds the notes and documents shelf that used to have its own Notes tab.
• When writing or editing a log note, use the formatting toolbar for bold, italic, underline, links, bullets and numbered lists. Drag the full-width Drag to resize grip below the note up or down; double-click it to expand or collapse the writing window. The editor follows the grip directly and is not constrained by the surrounding Log layout.
• An action's Notify picker lists only the people who are on that Projop — the contacts ticked Active on a company's Contacts tab while the Projop is open, or checked when you added the company on Players, plus any independent people added directly. Putting a company on a Projop does not put its whole staff on this list, and neither does placing someone on the canvas. A company with nobody ticked is not shown. Rows are grouped by company alphabetically, then ordered by contact level and name, each showing just a checkbox, photo and name; the Key-player crown makes no difference. Anyone already named on the action who has since been un-ticked still appears, already checked, under Previously notified — so you can keep them or remove them on purpose, but never lose them by accident. In the action information/notes window, recipients appear as removable chips and Add… edits the list directly.
• Log holds quick notes about the person, grouped under one heading per Projop — notes belonging to no Projop sit under General at the top. The picker beside the box chooses which Projop a new note refers to, and it offers every Projop they're on.
• Activity (people only) lists everything to do with that person — actions logged on them, actions assigned to them, and actions they handed out — grouped by Projop and newest first. Click a row to open that action's notes.
• Contact Profile tab — name, employer, title, organization level, group, warmth, photo, tags, a searchable multi-Projop checklist, and the Projops this person is on, shown as equal-sized picture tiles split into Active and Archived, alphabetical in each. Click a tile to open that Projop. Warmth has four choices: Hot (red), Warm (orange), Neutral (grey, the default), and Cold (blue). Weight is not here — it is set from Admin Area → People, on the row or in a bulk edit, the same as an organization's. Organization level places the person under 1 Owner, 2 Director, 3 Manager or 4 Employee in their company's Contacts tab; anyone with nothing set counts as an Employee. Someone with no company reads Independent instead — those four are a rank inside a company, so the field follows the Organization box above it and can't be changed while it's empty. Give them a company and the levels come back, still set to whatever you last chose.
• Contact tab — Ref and Status side by side at the very top, then the profile description, email, phone, and the companies this person is connected to. LinkedIn lives on the Info tab now, together with its preview and the AI blurb. Status is Active, New Coops or Archived; New Coops stays visible, while archiving hides someone from active lists without deleting their profile. References are assigned automatically by the database; “Not assigned” means the reference-number migration still needs to be run.
• Projop membership — checking or unchecking a Projop only adds or removes this organization/contact from that Projop. Their side is set later, from that Projop's Players tab.
• Contact Profile — Contact level, Status and Warmth share one horizontally aligned first row; Warmth occupies the wider right side and its label sits directly beside the pills. Telephone, Mobile and Email share the next row. The reference number is a pill in the top-right. The editable Profile summary can be filled by AI or written manually, followed by the Projops where the person participates. LinkedIn opens from the logo beside the title; no duplicate text link or Additional details subsection is shown.
• Notification report — Data → Notification report…. Pick a person and you get one message listing every open action they have been named under Notify, across all Projops, grouped by project. Press Copy and paste it into an email: the project names arrive as working links that take the recipient straight to that Projop. Completed actions are left out. The report is written in Greek by default — use the EN switch above it for a recipient who does not read Greek.
• Name mismatch — a contact stores its name twice: the full name the list shows, and the separate First/Last fields the profile shows. Admin Area → People → Name mismatch only lists every record where those two disagree — usually one is in Greek and the other in Latin, or an old import reversed them. Affected rows also carry an orange ! beside the photo. Open the record and correct whichever spelling is wrong.
• Spotting duplicates — the Housekeeping tables show how connected each record is: a Projop lists how many companies and people are on it, a company how many Projops it appears in and how many people work there, a contact how many Projops and companies they are attached to. Sort by one of those columns and near-empty records — usually clones — collect at one end. On the People tab a mark immediately beside each photo shows the company icon if they work somewhere and a single-person icon if they are independent, blue while active and grey once archived.
• Merging duplicate companies — Admin Area → Organizations, filter for the name, tick the duplicates, then press Merge… in the selection bar. Choose which record to keep; everything else — Projops, contacts, log entries, documents, connections — moves onto it and the duplicates are deleted. Fields already filled on the record you keep are never overwritten, and a backup file downloads first because a merge cannot be undone. Afterwards use Find duplicates… to catch the same person now appearing twice under one company.
• Info (a person's card) — past or additional company connections, AI research articles, legacy additional profile notes, notes and documents. The current employer is already under the person's name and is not repeated here. If none of this information exists, the Info tab is not shown.
• Info — the shelf: notes, links, documents and images that aren't tied to any deal.
• Log — the dated record of what happened, grouped by Projop.
• Organizations also get a Contacts tab splitting their people into 1 Owner, 2 Director, 3 Manager and 4 Employee. All four sections remain visible, including empty ones. Each person is shown with their photo or a person icon, then their name and professional title next to each other on the same line. When opened from a Projop, saved Active and Key assignments remain clearly visible in Preview; press Edit to change them.

Photos and logos can be pasted straight in — an image from your clipboard, or an image link. Organizations will try to fetch their own logo from their website domain. Contact and Organization profiles use the same layout: identity and Edit at the top, shared Info / AI / Log tabs, and consistent label-left field rows. Fields that only belong to a person or only to a company appear only on that record type.

7Inside a Projop

It's always the same five tabs, wherever you open it from — only the CONTAINER differs. From the sidebar list or the view picker, it fills the sidebar beside the live canvas, which stays on screen the whole time you switch tabs — the canvas is the network view of this workspace, not a separate screen. From a Pipeline/Archive card, Home's Priority strip, a Today row, or a Projop row in Admin Area, it opens as a popup over whatever you were looking at instead, with the same five tabs plus Open canvas at the bottom — closing it or clicking Open canvas leaves you right back where you were.

There is no separate edit form anymore. Every field lives in this same workspace. It opens in Preview, where values are easy-to-read text and empty fields remain visible as —. Click Edit to reveal the form fields; the button becomes Done. Done saves any value you are currently typing and returns to Preview. The five tabs, layout and field order stay in place in both modes.

A Projop carries three levels of information, shortest to longest: its name (the title), a one-line brief shown right under the title on every card (Pipeline, Archive, Home's Priority strip, Today), and the full description on the Info tab. On a card the title shows in capitals and the brief shows with just its first letter capitalized — display only, so it always types in normally wherever you edit it.

At the very top of the panel sit two click-to-edit badges: Ref right in front of the title (a plain number zero-pads to three digits — "7" reads as "007" — anything else, like "HTL-2026-099", shows exactly as typed) and Sector on the right, next to the stage badge. Click either to edit it in place — a small box appears, type your change, then click away or press Enter to save; Escape cancels. Either shows a faint "+ Ref"/"+ Sector" when empty, which is also how you set one for the first time. The ← List button sits in the same corner in the popup — it only reappears once you're looking at the canvas panel instead.

Solutions — what you are selling into this Projop

On the Overview tab, just above Key players, sits Solutions: the product solutions you are trying to sell on this particular project. In Preview they show as coloured chips; click Edit and each one becomes a tick box.

Twelve are built in — structured cabling, network infrastructure, Wi-Fi, IPTV, KNX room automation, GRMS, BMS, access control, CCTV, public address, telephony and data centre — and you can type one that isn't on the list in the box underneath. Anything you type is added to the master list straight away, so it is there to pick on every other Projop from then on. Typing a name that already exists just ticks the existing one, whatever the capitalisation, so the list does not fill up with near-duplicates.

Each tick saves immediately — there is nothing to confirm.

Data → Manage solutions… is where you rename, recolour, add or delete them, and it shows how many Projops are using each one. Deleting a solution only stops it being offered on new picks: every Projop already targeting it keeps showing it.

Solutions are also sent to the AI when you press Research, so a project you are chasing for IPTV and room automation gets different news back from one you are chasing for cabling.

The buttons above the tabs

• Report — a printable one-pager: fields, players with their notes, documents, log and actions. Empty sections are left out.
• Map — the canvas as its own printable landscape page with a legend. It prints what is on screen, so it only works while that Projop is open.
• Research — sends this Projop to the AI (section 9).
• Delete.

The Hot/Mine/Archived flag chips sit on the right side of this same row.

Per-Projop touches

Right-click a node while a Projop is open to give it a crown (the one that matters most here) or a status ring — green, orange, red or white — for where you stand with them on this deal. Both are per-Projop, as are node positions, zone shapes and which zones show at all.

Reports

Open Data → Reports…. Recent developments combines several selected Projops. Project progress / complete reports one Projop for the last week, month, three months, custom dates or its full history. My Projop briefing automatically selects Projops marked Mine and adds key players and people with missing profile research. Every report includes Actions, and its Log runs chronologically from the oldest development to the newest. The print preview highlights the executive summary, important information, overdue and high-priority actions, owners and deadlines; use Print / save PDF for the finished document.

Active Actions: from Home, choose View all actions. You can show every unfinished action, combine actions from several checked Projops, or select one player. A player's view includes actions assigned to them and actions where they are listed under Notify. Unfinished actions without a due date are included.

Every report puts the executive summary first, Log notes second and Information notes third. Generate AI summaries summarizes only those filtered internal notes; it does not add web facts. Preview report opens the printable document, where Print / save PDF uses the browser's PDF printer.

8Actions and follow-ups

An action is a small to-do with a name, an optional description, who's on the hook, and a status. Add one on a Projop's Actions tab, or on any person or company panel.

Assignee and Notify offer only active people explicitly linked to this Projop. Adding a company alone does not add all its employees; tick the relevant contacts when you use + Add stakeholder. Set Notify when you add an action, and change it afterwards from the pencil on the action's row: the Notify field lists everyone currently named, each with an × to take them off, and Add… opens the same picker. Nothing is emailed; the list is what Data → Notification report… reads.

A recorded Voice attachment plays in a small floating player inside OmniCRM. It has the normal play/pause, timeline and volume controls and does not open another tab. Close it with the × on the player.

Give an action a next step date and it becomes a follow-up. Home's Team Execution card counts them — overdue, due today, due this week — without listing them individually; the full Actions page (reached from that card, or from Today) lists every one, grouped High (overdue), Medium (today or tomorrow) and Low (the rest of the week). Tick one off there and it drops out of the Projop's Actions tab and moves to that Projop's Log tab instead.

9Where notes live

There are four kinds, and the difference is genuinely useful once you know it.

Separately, the Info tabs (Organization/Contact, and the Projop workspace's own Info tab) hold things rather than events: links, documents, images and market news.

10The AI

OmniCRM uses Google Gemini with web search — it looks things up rather than reciting what it was trained on — and it never saves anything without showing you first.

On a company or a person

Research — next to the AI summary field, right inside the Organization or Contact edit form — researches them and proposes a short business profile plus a website. The same button is on their profile panel as Run AI, and on the canvas right-click menu as AI summary; all three open the same thing. If the person already has a LinkedIn URL saved, it is passed along so the summary is about the right Nikos.

Find LinkedIn — a separate button, for people only: on the contact's profile panel, beside the LinkedIn field on their edit form, and on the canvas right-click menu. Click it and a Google search for that person's LinkedIn profile opens in a new tab, with a box waiting for you to paste the address into. Press Save and it is written to the LinkedIn field and nothing else — your AI summary is never touched.

Why Google rather than the AI: LinkedIn blocks most crawlers, but it does let Google index public profiles, which is why a search restricted to profile pages finds them. You reading those results will beat any AI, because you recognise the right person in a second and it won't risk a guess.

Let the AI try… is there on the same screen if you would rather not read results yourself. It proposes a shortlist to pick from. Before it runs you can add anything that narrows things down — a previous employer, a city, a nickname. Greek names are searched in Greek script and in their common Latin spellings, so Ioannis, Yannis and Giannis all count as the same person. Uncertain candidates are shown too, labelled low with a note saying what matched, because a maybe you can check beats a blank screen.

An empty result is common and does not mean the person has no profile. The shortlist screen always keeps the Searches links and the paste box, so there is always a way through. If the search itself failed rather than found nothing, it says so under Why nothing was found.

On a Projop

Research — the button on the Projop workspace's header — searches for the project itself. It sends everything the Projop already knows — client, owner, main contractor, operator, sector, location, size, stage and the companies on the deal — which is why researching the project finds more than researching each company separately.

You get back a status summary and dated news items. Review both, tick which findings to keep, and save. The summary shows on the Info tab under Research findings (with a last-checked date), kept visually separate from anything filed by hand:

• the summary — the AI's own output — sits under its own Research findings heading;
• each ticked news item is filed underneath, under Notes & documents alongside anything you've added yourself, with its source link, and appears in Home's Market Signals.

Research hot on Home does every hot Projop in one pass. That is the one place results are saved without a review step — running twenty reviews by hand defeats the point — and the dialog tells you so before you commit. Anything filed can be deleted afterwards.

11Import, backup and tidying up

• Import from Excel… — organizations and contacts from a spreadsheet. Safe to run twice: an existing record is matched and updated rather than duplicated, and a blank cell never wipes something you already had.
• Export backup — the whole database as a JSON file. Do this before anything drastic.
• Restore backup… — merges a backup back in. It never deletes.
• Save as image — a PNG of exactly what's on the canvas.
• Find duplicates — spots likely duplicate contacts and merges them without breaking their links.
• Organization types… and Manage solutions… — your own vocabularies: add, rename, recolour, delete.

Admin Area — housekeeping in bulk

The Admin Area screen shows your three main lists — Projops, Organizations and People — as plain sortable tables. It's for the tidying-up that's painful one record at a time.

• Sort by clicking any column heading; click it again to reverse. Empty cells always sit at the bottom, so sorting by Zone is a quick way to see who hasn't got one.
• Filter with the box at the top — it matches anything visible in the table, and the count beside it tells you how much you're looking at.
• Change many at once: tick the rows you want (or the box in the header to take everything currently listed), then choose a field and a value and press Apply. You're shown exactly what's about to change and on how many records before it happens.
• Undo appears in the message afterwards and puts every record back to its own previous value. It's there for a few seconds, so if a bulk change looks wrong, click it straight away.
• Possible duplicates only (Organizations and Projops) lists same-named records next to each other so you can compare and fix them by hand. Word order doesn't matter — "Metka Constructions" and "Constructions Metka" are shown as a pair. On People there's a Find duplicates… button instead, which does the full job: it spots them by email, phone and name and merges them without breaking any links.
• Click any row to open it: an Organization or Person opens its normal edit form, the same one you'd get anywhere else; a Projop opens its overview popup, same as clicking its card on the Pipeline board.

Bulk editing only offers the classification fields — zone, group, type, warmth, weight, key contact, stage, sector, funnel status, program, hot, archived. Names, emails and phone numbers aren't in the list on purpose: those are the ones where a single wrong bulk change would be the hardest to spot later.

12Quick reference

13When something looks wrong

• You don't see a change you expected. Hard-refresh with Ctrl+Shift+R and check the version chip beside the logo. That chip is the only reliable statement of what you're actually running.
• Something says a table or column is missing. A database migration hasn't been run yet. The message names the file.
• The canvas is suddenly full of everything. Refresh. Don't save the Projop first — that would bake the strays in.
• A Projop opens scattered. It has no saved arrangement yet; drag the nodes where you want them and it remembers.
• Home takes a moment before the map is ready. That's deliberate — the dashboard paints first and the map loads behind it. Clicking through early makes the card wait rather than showing you half a canvas.