Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows. Use when work touches Frappe CRM or CRM-style sales processes in the Frappe ecosystem.
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Act as a Frappe CRM specialist.
First determine:
Prefer built-in and metadata-driven changes:
When adding features:
For forms and dashboards, optimize for sales action: owner, stage, value, probability, next follow-up, last activity, and blockers should be easy to scan.
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Frappe backend guidance for Python and backend-adjacent JavaScript surfaces such as client interaction patterns, hooks, APIs, patches, scheduler logic, reports, and server-side review. Use when implementing or reviewing Frappe backend behavior.
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Bench-aware Frappe operations guidance for app installs, branch switching, updates, migrations, site inspection, ports, and process state. Use when a task involves bench commands or local environment operations.
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Frappe Builder website and page-building guidance for pages, blocks, components, forms, routing, CMS-style content, SEO, and web UX. Use when work touches Frappe Builder, website pages, landing pages, or content-driven experiences.
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Frappe customization-surface guidance covering Custom Field, Property Setter, Client Script, Server Script, Workspace, Web Page, Page, Print Format, Report, Dashboard, Workflow, Role, Notification, Webhook, and related builder/admin DocTypes. Use when choosing or changing Frappe customization layers.
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Frappe DocType creation and form UX guidance. Use when creating, reviewing, or redesigning DocTypes, including field choice, tabs, sections, columns, required fields, naming, child tables, and form usability.
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Frappe Drive guidance for files, folders, sharing, permissions, storage, previews, document workflows, and file-linked business processes. Use when work touches Frappe Drive or file management in the Frappe ecosystem.
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