Dev
Olivia Owner — owner
Aiden Admin — admin
Sasha Sales — sales
Theo Service — service
Mila Manufacturing — manufacturing
Felix Finance — finance liaison
Casey Content — content editor
Priya Approver — content approver
Chloe Customer — customer admin (Demo Mining Co.)
Uma User — customer user (Demo Mining Co.)
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Communications
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Note classification
Customer
Atlas Foods Processing
Demo Mining Co.
Type
email
manual
whatsapp
call
portal
Customer visible
Internal only
Visible to customer
Linked records
Linked request
None
REQ-J-1003
REQ-S-1001
REQ-P-1002
Linked job
None
JOB-2001
JOB-2002
Linked opportunity
None
OPP-5002
OPP-5001
Note detail
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Detail
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