KamoCRM

The account page's Orders, Mortgages, Personal Loans and Healthcare tabs

FeatureSecurityService
Shipped
November 7, 2026 at 9:37 PM UTC
Author
Kamo
Commit
10125e4

- GET **************** one list of the account's retail orders, service work orders and subscription orders, each source read only when the org runs that market and the caller holds that screen's right; says which markets were withheld, and which (rental, procurement) have no account link yet. - GET **************** loans borrowed by the account's primary member or members (View Personal Loan Pipeline). - Mortgage pipeline: ?accountUid= on GET / and /transactions narrows every tier to one account (org- checked); POST ?accountUid= starts a new loan on that account. - /ehr/accounts/{uid}/patients: the records filed under the account plus the patients their portal proxies authorize; front-desk tier (View Patients), every patient shown audited; link/unlink need Register Patients or Edit Patient Demographics.

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