From f3985d9d356ba9f3a2964bd7f930fe5725c0d131 Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 6 Aug 2026 12:46:34 +0000 Subject: [PATCH] docs(marketing): name Products in the index page's "Where to find things" (#938) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The section that tells a new reader where to click said the **Marketing** group holds one item. It holds two. Measured against `src/apps/crm.app.ts:120-128`, `group_marketing` has exactly two children: `nav_campaign` (Campaigns) and `nav_product`, labelled **Products** (`:126`). That second item is the product catalog's ONLY sidebar entry anywhere in the app — `grep -rn "crm_product" src/apps/` returns that one line — so a reader looking for the catalog under Marketing, told the group held Campaigns alone, had no reason to expand it. Everything else about the list survived the read: the Campaigns label is right and no phantom item was named, so this is purely the missing entry, the direction opposite to #927 / PR #932. Two further facts from source are recorded with it. `crm_product` carries `searchableFields` (`src/objects/product.object.ts:27`) and is looked up from `crm_quote_line_item:62` and `crm_opportunity_line_item:69`, which are the only other routes to a product record — so the page says that rather than implying the sidebar item is the sole way in. And `group_marketing` declares no `expanded` flag while Sales, My Work, Activity and Service all set `expanded: true`; `GroupNavItemSchema.expanded` defaults to `false`, so this group is collapsed on load. That is exactly the failure mode the issue describes, so the page now says to open the group before concluding something is absent. The catalog's own pages live under `content/docs/revenue/products`, so the new bullet links there instead of duplicating the content into Marketing. All three locales, same lines; zh internal links carry no anchor. `src/` untouched — no product decision is taken here (#595 / #596 stay open). Fixes #938 Co-Authored-By: Claude Fable 5 Claude-Session: https://claude.ai/code/session_01VHrPAGEgFDoHjphqYG4BMa --- ...rketing-index-where-to-find-things-products.md | 15 +++++++++++++++ content/docs/marketing/index.mdx | 7 +++++-- content/docs/marketing/index.zh-Hans.mdx | 7 +++++-- content/docs/marketing/index.zh-Hant.mdx | 7 +++++-- 4 files changed, 30 insertions(+), 6 deletions(-) create mode 100644 .changeset/marketing-index-where-to-find-things-products.md diff --git a/.changeset/marketing-index-where-to-find-things-products.md b/.changeset/marketing-index-where-to-find-things-products.md new file mode 100644 index 000000000..1ad5dd995 --- /dev/null +++ b/.changeset/marketing-index-where-to-find-things-products.md @@ -0,0 +1,15 @@ +--- +'hotcrm': patch +--- + +Write the marketing overview page's *Where to find things* list to the app's real +navigation. The **Marketing** group in `src/apps/crm.app.ts` has two children, not +one: alongside Campaigns it carries **Products**, and that item is the product +catalog's only sidebar entry anywhere in the app — the page had been telling +readers the group held Campaigns alone, so anyone hunting for the catalog under +Marketing would not have expanded it. The list now names both items with their +real labels, points at `content/docs/revenue/products` for the catalog's own +documentation, records that a product is otherwise reached only through global +search or a quote/opportunity line item, and notes that this group — unlike +Sales, My Work, Activity and Service — is collapsed by default. All three locales +updated. diff --git a/content/docs/marketing/index.mdx b/content/docs/marketing/index.mdx index d2ec975d8..6f72dacd0 100644 --- a/content/docs/marketing/index.mdx +++ b/content/docs/marketing/index.mdx @@ -69,9 +69,12 @@ See [Analytics › Reports](/docs/analytics/reports). ## Where to find things -In the Enterprise CRM app, the **Marketing** group contains: +In the Enterprise CRM app, the **Marketing** group contains two items: -- **Campaigns** +- **Campaigns** — the campaign list (`crm_campaign`). +- **Products** — the product catalog (`crm_product`). This is the catalog's only sidebar entry anywhere in the app, even though the product documentation lives under [Revenue › Products](/docs/revenue/products). Apart from this item and global search, a product record is only reached from a quote or opportunity line item. + +The **Marketing** group is **collapsed by default** — unlike Sales, My Work, Activity and Service, it does not open itself when the app loads. Click it open before deciding something isn't there. Leads enrolled in campaigns are accessed from the campaign detail page or via global search. diff --git a/content/docs/marketing/index.zh-Hans.mdx b/content/docs/marketing/index.zh-Hans.mdx index 73465adcb..927c35dd1 100644 --- a/content/docs/marketing/index.zh-Hans.mdx +++ b/content/docs/marketing/index.zh-Hans.mdx @@ -69,9 +69,12 @@ Planning ──► In Progress ──► Completed ## 在哪里可以找到 -在 Enterprise CRM 应用中，**Marketing** 组包含： +在 Enterprise CRM 应用中，**Marketing** 组包含两项： -- **营销活动** +- **营销活动**（Campaigns）——营销活动列表（`crm_campaign`）。 +- **产品**（Products）——产品目录（`crm_product`）。这是产品目录在整个应用侧边栏里唯一的入口，尽管产品的文档挂在 [Revenue › Products](/zh-Hans/docs/revenue/products) 下。除了这一项和全局搜索之外，只能从报价或商机的明细行反查到产品记录。 + +**Marketing** 组**默认是折叠的**——与 Sales、My Work、Activity、Service 不同，它不会在应用加载时自动展开。先把它点开，再判断某样东西在不在这里。 加入营销活动的线索可从营销活动详情页或通过全局搜索访问。 diff --git a/content/docs/marketing/index.zh-Hant.mdx b/content/docs/marketing/index.zh-Hant.mdx index 2028236c7..005279889 100644 --- a/content/docs/marketing/index.zh-Hant.mdx +++ b/content/docs/marketing/index.zh-Hant.mdx @@ -69,9 +69,12 @@ Planning ──► In Progress ──► Completed ## 在哪裡可以找到 -在 Enterprise CRM 應用中，**Marketing** 群組包含： +在 Enterprise CRM 應用中，**Marketing** 群組包含兩項： -- **行銷活動** +- **行銷活動**（Campaigns）——行銷活動清單（`crm_campaign`）。 +- **產品**（Products）——產品目錄（`crm_product`）。這是產品目錄在整個應用側邊欄裡唯一的入口，儘管產品的文件掛在 [Revenue › Products](/zh-Hant/docs/revenue/products) 下。除了這一項和全域搜尋之外，只能從報價或商機的明細列反查到產品記錄。 + +**Marketing** 群組**預設是摺疊的**——與 Sales、My Work、Activity、Service 不同，它不會在應用載入時自動展開。先把它點開，再判斷某樣東西在不在這裡。 加入行銷活動的潛在客戶可從行銷活動詳情頁或透過全域搜尋存取。