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feat: Customer and Supplier Page, .eml File Upload for Contacts #571

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@SamuelHelbling SamuelHelbling commented Feb 3, 2025

Enhancing CRM with Customer and Supplier Support
CRM stands for Customer Relationship Management, so Frappe CRM should support customers and suppliers.

This pull request introduces a dedicated page for customers and suppliers, which becomes available when ERPNext is enabled via the CRM settings.
Screenshot 2025-02-03 at 1 29 26 PM

These pages contain two tabs:

  • Timeline Tab – Displays all notes, comments, and emails associated with a customer or supplier, including interactions from their contacts. This tab provides a comprehensive view of all communications. Clicking on an email opens the corresponding Communication document in the Desk.
    Screenshot 2025-02-03 at 1 30 13 PM

  • Contacts Tab – Lists all contacts linked to the customer or supplier. Clicking on a contact opens it within the CRM.
    Screenshot 2025-02-03 at 1 30 54 PM

Additional Feature: Email (.eml) File Support
This feature allows users to drag and drop .eml files (email files) into a contact. This makes it easy to add emails—such as those from Microsoft Outlook—to a contact’s record. Once uploaded, these emails also appear in the Timeline of the relevant customer or supplier.
Screenshot 2025-02-03 at 1 29 00 PM

This enhancement improves visibility and accessibility of customer and supplier interactions within Frappe CRM.

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