Anyone here with strong experience of accounting systems data-structures and pivot tables, say hello.
I'm pretty good with all those things, and more than happy to share what I'm doing with it, but only time for fast-talkers and thinkers on the collab part if anyone wanted to get involved.
I can do it all myself but I'm sure anyone with a similar mind could see where it's going and run in parallel or throw in some ideas because the key with systems like this is broad experience for the generic parts, so that the custom needs are minimal and very specific to avoid maintaining multiple forks for common needs.
Happy to share the results with everyone else too but for now it's still WIP, so wouldn't be much use to you than an idea of what can be done because I'm evolving it daily at the mo.
I've done a little market research with a few SMEs too, at it seems that small business budget for a good setup would be about £6k setup and £500/month support. Bigger businesses tend to expect £500-£1,200/day rate on CRM/ERP consultants. If that helps anyone quantify how interesting this might be 🙂
For anyone else following this thread and app - Portals are a killer feature - get to know how they work, they will add massive value to partner communications!
For interest, the way permissions management works in EspoCRM
"Roles" you set all the permissions for what users with that Role cannot see, so opt-out permissions.
"Portal Roles" you set all the permissions for what users with that Portal Role can see, so opt-in. Which is very fast to setup.
Create an Entity called "Brand Assets", add some multi-attachment fields for things like Icons, Logos, Fonts, Banners, Biographies, etc.
Create a Portal called "Marketing" with the custom URL as marketing.example.com.
Create Portal Role for "Marketing" with access to the " Brand Assets" Entity, and maybe some others once you get used to permissions sharing.
Hey-presto! Your own live data sharing portal for that Entity. Once you've done one, you have a model for all external partnership types to share Entities and all or some records for their access to the latest single source of truth.
Someone from the EspoCRM Forum discoverd that i need to enable smtp auth. With this i can send mails.
Background for not enabling smtp auth:
We use Office365 as Mail System. Because we run some Apps in our cloudron i marked the Server as trusted host in the office365 exchange system. With this all the apps can send Mails without entering Mail Server data.
Topic is solved for me.