Questions from a satisfied 20CRM User
A few questions came up as we continue exploring the system, and we’d love your input to ensure we’re not missing any key workflows or setup steps:
Task Ownership:
Why isn’t the owner of a company automatically pre-selected when creating a new task? Are we perhaps missing a configuration option for this?
Custom Types in Timeline:
We’ve created a custom activity type (e.g., Call Type). How can such custom types be displayed in the company or contact timeline?
Company Log Visibility:
Should the company log show all activities completed with any of its related contacts? If not, how can we enable this?
Linking Notes, Calendar Entries & Emails:
Is there a way to link notes with corresponding calendar events or emails, so that related interactions are easier to trace?
Email Sync Control:
How can we define which emails should (or should not) be synced into the CRM? Is there a best practice or setting to manage this selectively?
1 Reply
Why isn’t the owner of a company automatically pre-selected when creating a new task? Are we perhaps missing a configuration option for this?It's expected as it's never been planned, if that's necessary for you, you can do a workflow or app which will do it automatically
We’ve created a custom activity type (e.g., Call Type). How can such custom types be displayed in the company or contact timeline?Could you please elaborate a bit? I don't understand it
Should the company log show all activities completed with any of its related contacts? If not, how can we enable this?I believe this issue covers your question https://github.com/twentyhq/core-team-issues/issues/113
Is there a way to link notes with corresponding calendar events or emails, so that related interactions are easier to trace?As of now, no as emails are limited only to Companies and People records, it should be possible in Q1 26 at earliest (https://github.com/twentyhq/core-team-issues/issues/217)
How can we define which emails should (or should not) be synced into the CRM? Is there a best practice or setting to manage this selectively?In Lab, there's a beta feature allowing user to choose which folders should be synced, probably that's what you're looking for
GitHub
🕰️ Timeline Inheritence · Issue #113 · twentyhq/core-team-is...
About Ability to view events related to an object on its associated objects. For example, see activities related to Opportunities on Companies. Related to #212 What It's annoying that when I ta...
GitHub
twentyhq/core-team-issues
A repo for hosting all the core team issues. Contribute to twentyhq/core-team-issues development by creating an account on GitHub.