Core concepts
Introduction
In this section, we will introduce the core concepts of folk’s API and how they are used to model the data in your workspace.
Depending on your business needs, you might use mostly people or companies, or a combination of the two.
In each group you can define custom fields, which are custom attributes that can be added to people and companies.
Entities
folk data model is based on two main entities, often also called contacts: people and companies.People
A person is a human being that can be associated with one or more companies.
Read more about people
Read more about people
Companies
A company is a business entity that can include one or more people.
Read more about companies
Read more about companies
Groups
folk CRM is built to help you manage specific workflows for your relationships, such as prospecting, pipeline management and keeping track of existing clients. To map out these workflows, folk uses groups. A group is a database made up of contacts (people & companies). They work as categories to organize different type of contacts to leverage them in different workflows. A person/company can belong to multiple groups.Groups
Read more about groups
Custom fields
Every business has different data needs, and folk is designed to be flexible in supporting any kind of data model.In each group you can define custom fields, which are custom attributes that can be added to people and companies.
Custom fields
Read more about custom fields