Would the spatie tags plugin be a good use case for this?
I am building a custom CRM for the company I work for and I'm looking for a simple way for sales reps to create target/call lists of their customers. I have a customer resource table built in a Filament panel already and I'm also using the Advanced Tables plugin which allows the sales rep to save custom views of the table which include filters, search, sorting, etc. However, what it doesn't allow them to do is create custom lists of specific customer accounts.
Rather than build out something custom, I'm considering using the spatie tags package and allowing them to use this as a way to tag accounts to a "list (a tag)". Then the Advanced Tables plugin will also allow them to create custom views on these tag filters.
Do you think this is a solid approach or would you do it differently?
Thanks.
Solution:Jump to solution
No, a select (multi) input on the account, so your users can assign the account to a list or create a new list. You’ll need a List model and set up the relations, but thats it.
4 Replies
How many lists do you expect? How often are new lists introduced? Are these lists personal for the user or shared across the tenant? One question you could ask: whats wrong with a multiselect input with create option? No plugins needed.
There will potentially be a couple hundred lists. For now I'm only focusing on shared lists rather than personal but in the future I'd like personal.
What do you mean by a multiselect input with create option? Are you referring to a bulk action to create a list?
Solution
No, a select (multi) input on the account, so your users can assign the account to a list or create a new list. You’ll need a List model and set up the relations, but thats it.
Hmm, actually you're right, this would be easier. I forget how easy Filament makes things. This would also allow me to do the whole shared/private thing as well.