How can I optimize my usecase?
I hope I can make myself clear π
I have three different branches in my company:
- Voice Actor
- Writer
- Peer
I have different clients in this three branches. I want to have the opportunity to get all of these clients managed and actual in Twenty. This includes document-management, what I just posted to GitHub.
But: How would you guys make this work?
I need to see which client is in which branch (or more than one branch) a client.
I need to have different fields for the different branches (audiobook-based fields and Links as Voice Actor, another link for Peer).
How would you set it up, so that I can easily manage all of these three branches.
Right now, I have 1 Workspace, as it's not really easy to get three workspaces to work (had some issues in the past, and decided to go with one workspace).
How would your setup look like?
Right now, I only have "People", "Companies" and "Opportunities" - the standard.
1 Reply
Hi @Der Feind, thanks for your question and the issues you created on GitHub.
Do you need to sync the email and calendar events for all of them? If yes, I recommend putting all of them in the "People" object and introducing the custom fields you need, along with different views filtered by a "Client type" select field.
If you don't need to sync the emails and calendar events for either one, you can create custom objects to store them.