{% block title %}Hermit CRM{% endblock %}

{% from "icons.html" import icon %} {% from "macros.html" import handoff as handoff_box %} {% block title %}Hermit CRM{% endblock %} {% if user_theme %}{% endif %} {% set path = request.url.path %} {% macro navlink(href, label, name, active) -%} {{ icon(name) }}{{ label }}{{ caller() if caller }} {%- endmacro %}

Hermit CRM {% call navlink('/#to-file' if inbox_count else '/', 'Home', 'home', path in ('/', '/welcome')) %}{% if inbox_count %} {{ inbox_count }}{% endif %}{% endcall %} {{ navlink('/pipeline', 'Pipeline', 'pipeline', path.startswith('/pipeline')) }} {{ navlink('/calendar', 'Calendar', 'calendar', path.startswith('/calendar')) }} {{ navlink('/tasks', 'Tasks', 'tasks', path.startswith('/tasks')) }} {% set on_contact = path.startswith('/contacts') or (path.startswith('/companies/') and '/contacts/' in path) %} {{ navlink('/companies', 'Companies', 'companies', not on_contact and (path.startswith('/companies') or path.startswith('/import') and request.query_params.get('mode') != 'contacts')) }} {{ navlink('/contacts', 'Contacts', 'contacts', on_contact or request.query_params.get('mode') == 'contacts') }} {{ navlink('/messages', 'Messages', 'messages', path.startswith('/messages')) }} {{ navlink('/extension', 'Extension', 'capture', path.startswith('/extension') or path.startswith('/capture')) }} {{ navlink('/reports', 'Reports', 'reports', path.startswith('/reports')) }} {{ icon('yours') }}Make it yours {% for pin in yours_pins() %}{{ navlink(pin.url, pin.title, 'dashboard', path == pin.url) }}{% endfor %}

{% call navlink('/settings#' ~ inbox_alert_anchor if inbox_alert else '/settings', 'Settings', 'settings', path.startswith('/settings')) %}{% if inbox_alert %} !{% endif %}{% endcall %} {{ navlink('/help/' ~ help_topic, 'Help', 'help', path.startswith('/help')) }}

{#- One button, two tabs: Ask (read) and Adjust (change, by the user's own agent). adjust.js switches the tabs and remembers the last one; without it the Ask form works as it always did. -#}

{{ icon('ask') }} Ask · Adjust

{% if samples %}

Sample data: {{ samples | map(attribute='name') | join(', ') }} is made up, to show what a worked account looks like. Remove it when you are done looking.

{% endif %} {% if file_problems %}

A file your agent writes has a problem. Where Hermit cannot use a file it keeps what it read before. Paste these lines to your agent, or run hermitcrm check:

{{ p }}

{% endif %} {% if off_board %}

{{ off_board.values() | sum }} {{ 'company is' if off_board.values() | sum == 1 else 'companies are' }} in a stage that is not in Settings: {% for name, n in off_board.items() %}{{ name }} ({{ n }}){% if not loop.last %}, {% endif %}{% endfor %}. They stay as they are, off the board. Add the stage back in Settings, or move them to one that exists.

{% endif %} {% if flash %}

{% endif %} {% block content %}{% endblock %}

{% if disclaimer_pending %}{% include "disclaimer_modal.html" %}{% endif %}