Multi-mandate situation?

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  • rogoc
    Junior Member
    • Aug 2024
    • 3

    Multi-mandate situation?

    A single user needs a centralized CRM application for multiple organisations (a company, a club, a foundation, ...). It's not apparent from the documentation or demo whether/how EspoCRM would handle such a situation. Any pointers?
  • esforim
    Active Community Member
    • Jan 2020
    • 2204

    #2
    You would limited Club and Company and Foundation in Team and use the setting to restrict each group like that. Since this your first post, Team is a user setting, basically each each log in like you and me, you can be assigned to Club team, I get assign to a Company team and if the setting is correct, I can only see Company information, and you can only see Club information. You can be in multiple team by the way.

    There is no build in Multi Company solution in EspoCRM but I remember there was a few pay extension that does that but the cost was quite hefty so I did not look deep into it.

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    • shalmaxb
      Senior Member
      • Mar 2015
      • 1603

      #3
      what is the reason of your client, to have this together? Are these part of one same contacts for example? Or is every CRM seperated from the others?

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      • esforim
        esforim commented
        Editing a comment
        Administration work. We sometime do thing on behalf of other people.
    • rogoc
      Junior Member
      • Aug 2024
      • 3

      #4
      Different contacts but same user (me).

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