Projektbeteiligtenliste pro Projekt anlegen und pflegen | Voters

Create and maintain a list of project participants per project

Ruben Hauser

Extension of “customers” to include further contacts (companies,...) in order to be able to create a list of project participants directly in the project (by trade), and also to be able to export this as a .pdf.

Sync via API to Google Contacts or CardDAV.

November 22, 2022

Arne Semmler

We have already discussed this point several times at UserGroup and, to our astonishment, found that there actually seems to be a need here that should not be underestimated. Actually, we don't see projo as an address database, which is why we don't immediately focus on expanding in this direction. But of course we're watching the many votes here ;-). At projo, we currently use Hubspot as a CRM tool. This probably also has appropriate options in this regard. I'll have a look at this and maybe we'll discuss the topic again soon at a UserGroup...

Ruben Hauser

Arne Semmler: I don't see this so much as an address database, but as a clever integration of not just financial data into the project process :-) I'd be happy to talk about this with a user group.

Arne Semmler

Ruben Hauser: Yes, I understand. I'm just surprised that the common address database tools (e.g. Google Contacts, etc.) apparently offer so little functionality for this purpose. In fact, they have the sync functionality with a variety of clients, which in turn would be difficult for Projo to implement. This is also the main reason why we are currently reluctant to open a construction site in this field. In my opinion, this is the point at which most solutions that do not focus on making contacts after sick people.