Recued
Menu
← Back to recipes

Preview CRM contact maintenance (any CRM)

by recued-core v2 21 views

Use “Preview CRM contact maintenance (any CRM)” in Recued. It provides a read-only maintenance queue for contacts missing a phone number. Changes remain behind Recued's approval controls.

How it works 5 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (5 steps)
◆ contacts core.crm.contact.search
Search crm contact
■ missing_count count
Count items in contacts
■ top_contacts slice
Take a subset of
■ summary to_summary
Format results as a summary card
■ contact_table to_table
Format results as a data table
▼
Output
summary summary
table contact_table
Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

top n setting = 25

Uses (1 operation)

Pack operation Search crm contact core.crm.contact.search

About

Tags

crmcontactdata-hygienemaintenancepreview

Details

5 steps 1 configurable settings recipe_id: crm-contact-maintenance-preview