JL
TTwenty
•Created by JL on 11/5/2024 in #🏡︱general
Hi, reviewing twenty after a few months
Thanks. As mentioned those 3 features are key for us to consider migrating our current system to a self hosted twenty.
On an earlier post I listed our requirements but basically we read company contacts (emails, telephones) via API and need a "label" for each to autoselect which to use... ie (accounting, sales, manager, etc).
We also have scenarios of one person being part of various companies.
Finally we need relations between companies so we can inherit values... imagine a company being a "delegation" of a "father" company.... both list of emails or telephones would be requested via API to choose one.
Also some companies might "relate" to each other, so again we would via API request a company and get a list of the related companies contact.
The other need is keeping list subscriptions (email) with external systems, this can be done for persons or companies... so we can have various supscriptions... (managers list, accounting list, etc) on external systems... like say mailchimp, etc
2 replies
Can i do it with twenty
Hi Felix, thanks for taking the time to reply.
Some of those are important limitations in our case, but I will keep an eye on the project, which visually looks way better than most of similar CRMs around.
As a suggestion, and considering your interesting open model for custom fields, the possibility of building relations there would mean a great flexibility as in the case I was exposing of relations between companies.
As for the email question, I was not necessarily talking about direct outbound mail as of meanings of maintaining subscriptions lists on other platforms (mailchimp, etc).
I see in most CRMs a lack of detail to turn them into a unique base for contacts that can be used in other apps or projects via API. Is probably a specific requirement of us, but we use a second value on company emails (and telephones) (category type) to catch the correct email of each department, for example for other apps via API. We also subscribe some of those emails to mailing lists.
6 replies