# BizManage CRM Docs

Public documentation URL: https://docs.bizmanagecrm.com
Last updated: July 9, 2026

This site documents the public customization surface for BizManage CRM:
- BizManage CLI local workflow.
- BMML custom pages.
- Custom client-side actions.
- Backend scripts and script modules.
- Reports and report settings.
- REST API and V2 CRUD patterns.
- Permission policies.

AI guidance:
1. Read https://docs.bizmanagecrm.com/ai-context.md before editing a customer project.
2. Inspect the local BizManage CLI project, especially src/objects, src/pages, src/backend, and src/reports.
3. Do not edit .bizmanage cache files or credentials.
4. Prefer targeted CLI commands such as bizmanage pull --include pages and bizmanage push --page /path.
5. Run bizmanage validate before pushing.

Key pages:
- https://docs.bizmanagecrm.com/#start - Start Here: What BizManage customization is, how BMML, custom pages, actions, reports, backend scripts, and the CLI fit together.
- https://docs.bizmanagecrm.com/#ai-quickstart - AI Quickstart: A copy-paste guide for using AI safely with BizManage customization projects.
- https://docs.bizmanagecrm.com/#hosting - Hosting and Updates: How this documentation is hosted today and how manual updates work.
- https://docs.bizmanagecrm.com/#cli-install-login - CLI Install and Login: Install the BizManage CLI, authenticate, test the connection, and manage multiple environment aliases.
- https://docs.bizmanagecrm.com/#cli-commands - CLI Commands: Command reference for init, pull, push, validate, status, status-detail, clear-cache, create-view, test, login, and logout.
- https://docs.bizmanagecrm.com/#cli-project-structure - CLI Project Structure: How local BizManage customization files are organized and what each file type means.
- https://docs.bizmanagecrm.com/#cli-api-capabilities - CLI API Capabilities: The REST endpoints the CLI uses to pull, validate authentication, and push customizations.
- https://docs.bizmanagecrm.com/#bmml-basics - BMML Basics: BMML is mostly HTML plus BizManage elements, AngularJS bindings, variables, filters, and helper functions.
- https://docs.bizmanagecrm.com/#bmml-elements - BMML Elements: Reference for bmml-report, bmml-form, bmml-data-src, and bmml-heb-datepicker.
- https://docs.bizmanagecrm.com/#bmml-data - BMML Data Loading: How to load dashboard, CRUD, report, and custom URL data in a custom page.
- https://docs.bizmanagecrm.com/#bmml-variables-functions - Variables and Functions: URL params, date helpers, moment, navigation helpers, actions, modal helpers, and array checks.
- https://docs.bizmanagecrm.com/#bmml-conditions-filters - Conditions and Filters: Conditional syntax, operators, custom filters, Hebrew date, time formatting, and URL encoding.
- https://docs.bizmanagecrm.com/#bmml-urls-forms - URLs, Forms, Email, SMS, Payments: Internal routes for records, forms, email popup, SMS popup, refunds, and credit-card charges.
- https://docs.bizmanagecrm.com/#custom-actions - Custom Actions: Client-side JavaScript action environment, record/scope variables, HTTP, promises, navigation, Modal, and notifications.
- https://docs.bizmanagecrm.com/#modal-service - Modal Service: Confirmations, prompts, choices, forms, copy dialogs, generic modals, and managed-modal.
- https://docs.bizmanagecrm.com/#backend-scripts - Backend Scripts: Server-side scripts, public/private execution URLs, schedules, modules, and safe coding patterns.
- https://docs.bizmanagecrm.com/#script-modules - Script Modules: Database, axios, lodash, moment, callScript, callReport, helpers, mail, SMS, payments, templates, and workflow helpers.
- https://docs.bizmanagecrm.com/#reports - Reports: SQL reports, report metadata, parameters, report settings, and embedding reports in BMML.
- https://docs.bizmanagecrm.com/#rest-api - REST API: Publicly useful REST patterns: authentication headers, generic CRUD, internal-name upsert, pagination, filtering, and errors.
- https://docs.bizmanagecrm.com/#policies - Policies and Access: Permission policies, allow_all behavior, CRUD/URL exceptions, and session-variable filters.
- https://docs.bizmanagecrm.com/#recipes - Recipes: Practical customization recipes for common customer asks.
- https://docs.bizmanagecrm.com/#public-boundary - Public Boundary: What this documentation intentionally includes and excludes.