>>> [!note] Migrated issue <!-- Drupal.org comment --> <!-- Migrated from issue #3590154. --> Reported by: [jdleonard](https://www.drupal.org/user/80902) >>> <h2>Google Doc</h2> <p>You might find the <a href="https://docs.google.com/document/d/1ki6JVMz6kqgo0SmmHNI16pxicFjDFDqQHzG8S7FilsA/edit?usp=drive_link">Google Doc</a> for this meeting (from which the notes are copied) to be easier to consume and to include additional detail (e.g. comments) not present in this issue. If this meeting hasn't happened yet, find and add to the agenda in that doc anytime before the meeting.</p> <h2>Member Platform Meeting</h2> <p> May 21, 2026 at 10:00am CDT </p> <h3>Meeting Notifications, Agendas, Past Notes, Slack Channel</h3> <p> See <a href="https://www.drupal.org/project/member/issues/3505938">[Meta] Member Platform meetings</a> </p> <h3>Who is here?</h3> <p> Include your Drupal.org username in parentheses if you have one. </p> <ul> <li>JD Leonard (jdleonard)</li> <li>James Shields (lostcarpark)</li> <li>Scott Wolpow (scottwolpow)</li> <li>Bob Snodgrass (bsnodgrass)</li> <li>Steve Ayers (bluegeek9)</li> <li>Eric Wheeler (sikofitt)</li> </ul> <h3>What Topics Should We Discuss? / Limited Human Notes</h3> <ul> <li><a href="https://drive.google.com/open?id=1aMONwFPOAcrFtYbIlWyLtSeVzqN1HyjA&amp;usp=drive_fs">Recording</a></li> <li>Quick introductions</li> <ul> <li><a href="https://www.drupal.org/project/conreg">https://www.drupal.org/project/conreg</a> </li> </ul> <li>Track statuses and next steps</li> <ul> <li>Event management / event registration</li> <li>Composing/sending emails to members</li> <li>Membership tracking (CRM Membership; not needed for MP 1.0, but high current interest)</li> <ul> <li><a href="https://www.drupal.org/project/membership_manager/issues/3586596">https://www.drupal.org/project/membership_manager/issues/3586596</a> </li> </ul> <li>CRM (Steve A)</li> <ul> <li><a href="https://www.drupal.org/project/contacts/issues/3579913">https://www.drupal.org/project/contacts/issues/3579913</a> </li> <li>Sub typing</li> <ul> <li><a href="https://www.drupal.org/project/crm/issues/3557244">https://www.drupal.org/project/crm/issues/3557244</a></li> <li> </ul> </ul> <li>Wireframes / mockups (Scott W)</li> <li>Documentation</li> <li>Member profile and directory (AJ)</li> </ul> <li>Requirements working session following the meeting</li> </ul> <h3>Action Items</h3> <ul> <li> </li> </ul> <h2><strong>Fathom AI Summary</strong></h2> <p> <strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz">VIEW RECORDING - 128 mins (No highlights)</a></strong> </p> <h3><strong>Meeting Purpose</strong></h3> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=273.0">To discuss Drupal CRM integrations and define a strategy for handling contact subtypes.</a> </p> <h3><strong>Key Takeaways</strong></h3> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=299.0">MidCamp adoption is contingent on OnePageCRM integration. This requires a user-facing email update form that syncs to the CRM, a key feature for any organization using a full-fledged CRM.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5355.0">A "Field Cluster" entity was proposed to solve the subtype problem. This new entity would group fields from a contact, its relationships, and contact methods, enabling granular access control and custom display modes for different user personas.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5597.0">The "External System" field module will be spun off as a standalone project. This module, which stores and validates IDs from multiple external systems, has broad utility beyond CRM (e.g., tracking product IDs from multiple inventory systems).</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7348.0">Mosa is considering hosting the Drupal CRM initiative's funds. This would provide a community-centric way to fund educational activities (talks, training) and promotional materials, keeping developer finances separate from project funds.</a></strong></li> </ul> <h3><strong>Topics</strong></h3> <h4><strong>Project Updates &amp; Integrations</strong></h4> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=299.0">MidCamp Adoption: MidCamp will adopt Drupal CRM if it includes a user-facing form for updating contact info that syncs to OnePageCRM.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=509.0">Conreg Integration: James Shields is refactoring the Conreg registration system to use Drupal CRM entities for storage, aiming to make it a front-end for the CRM and CRM Membership modules.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=369.0">Hierarchical Company System: Scott Wolpow is adding a permissions page to his system, using the Node Permissions module to grant granular, function-based access that overrides role-based permissions.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=462.0">Volunteer Portal: Scott is building a volunteer portal where users can register for shifts and upload photos for event check-in, enabling performance tracking for rewards.</a></strong></li> </ul> <h4><strong>Subtype Strategy for Drupal CRM</strong></h4> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=2667.0">Problem: How to manage different sets of fields for a single contact (e.g., a "Person" contact who is both a "Donor" and a "Volunteer") without cluttering the UI or duplicating data.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5355.0">Proposed Solution: "Field Cluster" Entity</a></strong></li> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5355.0">Concept: A new configuration entity that defines a named "set of fields."</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=3871.0">Functionality:</a></strong></li> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=3871.0">Grouping: A field can belong to multiple clusters.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=3871.0">Scope: Clusters can include fields from a contact, its relationships, and contact methods.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=3917.0">Access Control: Permissions can be set at the cluster level.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=4080.0">Display: Clusters can be rendered in view/form modes or custom blocks.</a></strong></li> </ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=3871.0">Rationale: This approach avoids creating new fieldable entities, keeping data where it belongs while providing the necessary flexibility for UI and permissions.</a></strong></li> </ul> </ul> <h4><strong>External System Field Module</strong></h4> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=6145.0">Purpose: A custom field module to store and validate IDs from multiple external systems (e.g., a contact's ID in Salesforce, Zendesk, and OnePageCRM).</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5597.0">Decision: The module will be spun off as a standalone project.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5681.0">Rationale: The functionality is not CRM-specific and has broad utility for any Drupal site needing to track external IDs (e.g., product IDs from multiple inventory systems, location IDs from Google Maps and Yelp).</a></strong></li> </ul> <h4><strong>Drupal CRM Initiative Funding</strong></h4> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7348.0">Request: Steven Ayers asked Mosa to act as the financial host for the Drupal CRM initiative.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7348.0">Mosa's Response: Mosa's mission is education, not software development. They will discuss the request at their June 10th meeting.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7393.0">Proposed Use of Funds:</a></strong></li> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7393.0">Education: Funding for talks at Drupal camps and non-technical conferences.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7580.0">Training: Development of materials like a "CRM in a Day" course.</a></strong></li> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7393.0">Promotion: Stickers, merchandise, and other promotional items.</a></strong></li> </ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=7636.0">Rationale: Using Mosa as a host provides a community-centric funding model and creates a clear separation between developer finances and project funds.</a></strong></li> </ul> <h3><strong>Next Steps</strong></h3> <ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1217.0">Steven Ayers:</a></strong></li> <ul> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1237.0">Request a permanent, free developer instance of OnePageCRM for integration testing.</a></li> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5485.0">Prototype the "Field Cluster" concept to validate its technical feasibility.</a></li> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=5597.0">Create a new issue for the "External System" field module to formalize its spin-off.</a></li> </ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=613.0">JD Leonard:</a></strong></li> <ul> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=613.0">Continue outreach to the Contacts project maintainers to explore knowledge sharing.</a></li> </ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1181.0">Bob Snodgrass:</a></strong></li> <ul> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1181.0">Add comments to the Membership Manager issue to gather more use case details.</a></li> </ul> <li><strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1466.0">James Shields:</a></strong></li> <ul> <li><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?tab=summary&amp;timestamp=1466.0">Continue refactoring Conreg to prepare for Drupal CRM integration.</a></li> </ul> </ul> <h3><strong>Action Items</strong></h3> <ul> <li><strong>Demo granular permissions (Groups/Node permissions) next meeting</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=389.9999">WATCH (5 secs)</a></li> <li><strong>Schedule Zoom w/ Jamie (Contacts maintainer) re: knowledge exchange</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=739.9999">WATCH (5 secs)</a></li> <li><strong>Email OnePageCRM support re: permanent dev instance; CC Bob + engineer</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1226.9999">WATCH (5 secs)</a></li> <li><strong>Add helpful references/context to Membership Manager issue</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1386.9999">WATCH (5 secs)</a></li> <li><strong>Review Conreg codebase; assess migration feasibility to CRM entities</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1574.9999">WATCH (5 secs)</a></li> <li><strong>Prototype relationship-display block plugin; open issue</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2749.9999">WATCH (5 secs)</a></li> <li><strong>Rename CRM issue 'Contact Detail' to 'Contact Profile'</strong> - <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7206.9999">WATCH (5 secs)</a></li> </ul> <h2><strong>Fathom AI Transcript</strong></h2> <p> <strong><a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz">VIEW RECORDING - 128 mins (No highlights)</a></strong> </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=9.05">@0:09</a> - <strong>Scott Wolpow</strong> </p> <p> Howdy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=11.97">@0:11</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> How's it going, Scott? Oh, I'm not bad. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=16.65">@0:16</a> - <strong>Scott Wolpow</strong> </p> <p> Got my new computer, my new workstation up and running, and I gotta transfer everything over to it. My old system is so old, it's having a bot BOT mitzvah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=34.44">@0:34</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> How you doing, Steve? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=40.1">@0:40</a> - <strong>steven.ayers</strong> </p> <p> Doing well, though that meeting on West Coast time really had me exhausted by the end of it. I'm an old man these days. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=60.0">@1:00</a> - <strong>Scott Wolpow</strong> </p> <p> Yeah, when do my own kayaking or rowing, gets to me. We were in a seven-person canoe last week. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=90.14">@1:30</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So the latest thing that is distracting me from all of the other things I should be doing is I am starting a farmer's market in my neighborhood. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=103.74">@1:43</a> - <strong>steven.ayers</strong> </p> <p> And you need to track your customers. Yeah, yeah, customers, vendors. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=110.11">@1:50</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So it's not unrelated, but the vast majority of what needs to be done is other stuff. What are you selling? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=122.46">@2:02</a> - <strong>Scott Wolpow</strong> </p> <p> Are you organizing the market itself? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=125.12">@2:05</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Organizing the market. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=127.26">@2:07</a> - <strong>Scott Wolpow</strong> </p> <p> Is there some sort of profit involved in this? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=130.64">@2:10</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> It's a non-profit community endeavor in partnership with the Neighborhood Association and the PTA at the local school with a goal of raising some funds for the local park and the local school PTA. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=149.63">@2:29</a> - <strong>Bob Snodgrass</strong> </p> <p> Cool. What do you charge for spots? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=155.72">@2:35</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Lots to be determined. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=161.77">@2:41</a> - <strong>Bob Snodgrass</strong> </p> <p> JD, are you having somebody help you with this? Oh, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=166.97">@2:46</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> There's a team of us. There's a team of us. But I seem to find myself at the head of this team. </p> <p> So it's... We'll see. I'm going to see what I can get other people to commit to. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=186.94">@3:06</a> - <strong>Scott Wolpow</strong> </p> <p> Many farmers markets require that everything be non-mass produced. Yeah, it will be a Texas certified farmers market, which requires that 75% of the agricultural products are made in Texas. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=202.92">@3:22</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> They're of merchantable quality, and at least two of the vendors are farmers selling their own produce. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=215.69">@3:35</a> - <strong>Scott Wolpow</strong> </p> <p> It's good to have a barbecue there. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=219.4">@3:39</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What's that? You have to have a barbecue going. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=222.74">@3:42</a> - <strong>Bob Snodgrass</strong> </p> <p> It's Texas, of course. Maybe. There's a lot of barbecue around already, so it's not like people are lacking for barbecue. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=231.78">@3:51</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But we seem to have achieved, what should we say, parity with the AI note takers? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=240.02">@4:00</a> - <strong>Bob Snodgrass</strong> </p> <p> Oh, my God. Look at that. I just looked at the list. You know, the Drupal community does recording of each Zoom meeting on the Drupal Zoom that they're using, right? </p> <p> And they don't let other note-takers come in because it's just unwieldy. Because they record everything anyway. What's the point? </p> <p> They keep multiplying here. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=270.62">@4:30</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> They're like little jackrabbits. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=272.58">@4:32</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=273.68">@4:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But let's get started here, given that we've got humans. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=280.78">@4:40</a> - <strong>Bob Snodgrass</strong> </p> <p> Let me just put a link into the meeting notes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=285.34">@4:45</a> - <strong>Scott Wolpow</strong> </p> <p> Please add your name. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=293.54">@4:53</a> - <strong>steven.ayers</strong> </p> <p> I have some, I guess, news. Not that we... It's a discussion topic, but just it appears that MidCamp is interested in adopting Drupal CRM if it includes one-page CRM integration. </p> <p> So, right, the user can update their email address or their other contact info, and that then gets synced into one page. </p> <p> So, nice. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=321.68">@5:21</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=322.5">@5:22</a> - <strong>steven.ayers</strong> </p> <p> That will be very cool functionality, I think. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=327.26">@5:27</a> - <strong>Bob Snodgrass</strong> </p> <p> which, you know, anybody that's using a full-fledged CRM, they're going to have functionality that just can't drop, you know, from that CRM. </p> <p> So, but that doesn't mean there's not great utility having it in the Drupal CRM part. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=346.03">@5:46</a> - <strong>Scott Wolpow</strong> </p> <p> For sure. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=346.89">@5:46</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Very cool. Well, let me ask the general question. Who else has something useful or notable to share? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=359.1">@5:59</a> - <strong>Bob Snodgrass</strong> </p> <p> I got nothing. I'm still recovering from mid-camp and then the security thing yesterday. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=369.16">@6:09</a> - <strong>Scott Wolpow</strong> </p> <p> I've made a lot of that since my hierarchical company system. about to add the permissions page where you can assign permissions by user, which will override role permissions. </p> <p> <strong>ACTION ITEM: Demo granular permissions (Groups/Node permissions) next meeting -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=389.9999"> WATCH</a></strong> </p> <p> So that way you can have an assistant who can go and do things, add things to it. They change your name or add people, but it's by a function. </p> <p> You know, they make it very granular. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=400.96">@6:40</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What mechanism are you using for this? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=404.12">@6:44</a> - <strong>Scott Wolpow</strong> </p> <p> I'm using groups. I'm using, I've got the name of the module. This module allows you to do rules based on the node. </p> <p> Node permissions, I think it's called. I'll have it checked out by next week. So by the time we next meet, I can do a quick demo of what it's like. </p> <p> And I'm making it. I try and make all my sites where I don't want my clients ever to be in the back end of Drupal. </p> <p> You just scare the out of them when you do that. They go, what is all this? Oh, it's black. </p> <p> You make it nice looking nice. Oh, I can understand that. Yeah, it's the same page. It's just different background. </p> <p> But that's how you deal with these people. That's what you have to do. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=453.09">@7:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Very good. Anybody else? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=460.24">@7:40</a> - <strong>Scott Wolpow</strong> </p> <p> I've got a couple items. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=461.36">@7:41</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't want to see what else people have. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=462.42">@7:42</a> - <strong>Scott Wolpow</strong> </p> <p> Building the next couple of weeks on the volunteer portal for my kayak route, which is kind of like a platform to some extent. </p> <p> They'll be able to go in, register for events they want to volunteer for. And what shifts, and then they'll upload their picture so someone at the event who was running the event can check in and say, oh yeah, JD came in, boom, he came at 12 o'clock, he's on time. </p> <p> So we can measure how much the volunteers really do so we can reward them with trips later on. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=505.41">@8:25</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Very good. Anyone else? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=509.64">@8:29</a> - <strong>James Shields</strong> </p> <p> Just, I've been, I think JD, you've seen a little bit of it. I've been working on a science fiction convention registration system for a number of years, but I am looking at the moment at putting in structures in it that make it kind of more like the structure that Member Platform uses. </p> <p> So hopefully we'll be able to kind of substitute the storage aspect of it with Member Platform when we get a little further along. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=541.721">@9:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Are you able to leverage CRM at this stage? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=545.961">@9:05</a> - <strong>James Shields</strong> </p> <p> I don't think I'm ready to yet, but it's something I'm at least working towards. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=554.211">@9:14</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What are the current blockers, if they exist? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=560.601">@9:20</a> - <strong>James Shields</strong> </p> <p> They are known. I suppose just the fact that it would be a huge change on my end and finding the time to kind of make all that happen. </p> <p> And it's just going to be kind of balancing, sort of working on what I'd like it to be like and balancing kind of supporting the conventions that are using it now and not doing something that's going to break what works now. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=600.441">@10:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Very good. put that link in the chat and the notes here to Conreg. Well, the two things that I've got of note have to do with working with other projects and other project maintainers. </p> <p> So I've kind of re-put feelers out to the Contacts project. Recall that is the CRM in Drupal that relies entirely on the user entity. </p> <p> And I don't know that this is going to go anywhere particularly useful because I think they're sort of stuck in their ways of using the user entity and we're stuck in our ways of not using the user entity. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=657.111">@10:57</a> - <strong>Scott Wolpow</strong> </p> <p> But I do wonder if... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=660.001">@11:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Some of the functionality, you know, if there's some shared, there's some shared functionality that we could each leverage just for different entities. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=670.181">@11:10</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, there's use cases for both, you know, both strategies, I think. So, you know, I could see them, you know, both member platform and CRM, you know, diverging from just the contact based on user. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=688.981">@11:28</a> - <strong>steven.ayers</strong> </p> <p> So I did read the issue and the response. I do have some thoughts about that. I was meaning to mention this other part. </p> <p> Maybe we should have an issue in the CRM queue. That's like a plan that just references. I know there's a number of other like, hey, integrate with CRM, like issues and other projects. </p> <p> Just I know I've seen them and I've been like, I should track that. But on to the main show, right? </p> <p> I agree that we're probably not going to be able to split this baby, right? There's not going to be like a compromise. </p> <p> But I am very interested to hear about the limitations and other issues they've run into, even if there's not a single line of code that ends up getting shared. </p> <p> <strong>ACTION ITEM: Schedule Zoom w/ Jamie (Contacts maintainer) re: knowledge exchange -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=739.9999"> WATCH</a></strong> </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=745.271">@12:25</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, yeah, that makes sense. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=750.401">@12:30</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And Jamie sent me a message on Slack, you know, saying happy to meet and whatever. So I'm happy to facilitate that exchange of knowledge and ideas. </p> <p> I had met with him months and months and months ago, back when we were evaluating different sort of CRM bases. </p> <p> So this would be a follow-up to that now that we have actually something specific to talk about. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=778.041">@12:58</a> - <strong>Bob Snodgrass</strong> </p> <p> As far as our implementation. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=780.821">@13:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't know if we want to discuss this now. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=783.441">@13:03</a> - <strong>steven.ayers</strong> </p> <p> We can totally discuss it later, but I am ready to talk about subtyping or sub-bundits. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=793.601">@13:13</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> It was a great day. I even came with notes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=800.901">@13:20</a> - <strong>Scott Wolpow</strong> </p> <p> Wow. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=803.221">@13:23</a> - <strong>Bob Snodgrass</strong> </p> <p> That's amazing. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=804.421">@13:24</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> The other topic that I have is the other link I put in the meeting notes, which is about membership manager module. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=816.551">@13:36</a> - <strong>steven.ayers</strong> </p> <p> Yeah, I also have thoughts on that one, but I would be more interested to hear other people's opinions first. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=826.511">@13:46</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'll share my screen for anybody who's unable to click on things. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=836.921">@13:56</a> - <strong>Bob Snodgrass</strong> </p> <p> Notetakers. </p> <p> <strong>SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=839.624939"> WATCH</a></strong> </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=841.661">@14:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> That's true. For the benefit of all the note-takers. So I know probably nobody has actually, perhaps besides Steve, looked at anything about this yet, but does anybody have thoughts before Steve shares his? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=868.131">@14:28</a> - <strong>Bob Snodgrass</strong> </p> <p> So this is, do you have a link for that? Yes, it's in the meeting notes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=880.781">@14:40</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Oh, is it? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=881.421">@14:41</a> - <strong>Bob Snodgrass</strong> </p> <p> Thank you. Sorry, I missed that point here. So they have a 1.0.0, but I'm going to guess nobody's using it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=906.141">@15:06</a> - <strong>steven.ayers</strong> </p> <p> Nope. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=908.521">@15:08</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So it sounds like they're attacking the same problem space as CRM membership, right? But doing so as it relates to users, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=929.801">@15:29</a> - <strong>steven.ayers</strong> </p> <p> Well, it looks like the project's only been in existence for three months. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=935.221">@15:35</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yep. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=936.041">@15:36</a> - <strong>steven.ayers</strong> </p> <p> Or it was started in January and it looks like it was last updated in March in terms of like the repo. </p> <p> If nobody else has thoughts they want to share... Um... I mean, I would be interested to hear what use cases they may have, but I think ultimately it's going to come down to some idea of having like some abstract middle layer that both could use seems like a lot of extra work for a project nobody is using. </p> <p> And in terms of the CRM initiative, July, right, the second half of 2026, the membership project and the case management project are going to be my priorities for that six months. </p> <p> So I'm not opposed to collaborating, but it's also user-centric, not contact-centric. And to abstract it to work with some middle layer that only exists in an issue seems like, again, a lot of work for no payoff. </p> <p> Like the Contacts project, I don't think this is going to &ndash; I don't think an integration is really feasible. </p> <p> I know I'm a real bright sunspot. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1038.0">@17:18</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> On the plus side, the maintainer responded with concrete thoughts. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1045.48">@17:25</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, yeah, you got to give them that anyway. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1049.38">@17:29</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So I see potential for collaboration. I don't know if we'll win them over to the dark side of CRM, but it seems worth a shot, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1063.62">@17:43</a> - <strong>Bob Snodgrass</strong> </p> <p> We're the Jedis, not the Sith, just &ndash; Oh, boy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1074.12">@17:54</a> - <strong>Scott Wolpow</strong> </p> <p> I actually had dinner with the Sith Lord. Do you a prowls? It's a very strange girlfriend. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1084.96">@18:04</a> - <strong>Bob Snodgrass</strong> </p> <p> We digress again. Oh, that's funny. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1092.32">@18:12</a> - <strong>steven.ayers</strong> </p> <p> But I do agree that the feature set or the problem set is almost identical. I think they didn't want to do the hard work of building a CRM to support a membership platform. </p> <p> That's what I'm going to guess here. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1108.51">@18:28</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think that's valid, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1112.72">@18:32</a> - <strong>Scott Wolpow</strong> </p> <p> So how should we proceed here? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1120.08">@18:40</a> - <strong>Bob Snodgrass</strong> </p> <p> How do we want to? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1124.08">@18:44</a> - <strong>steven.ayers</strong> </p> <p> Do you and I want to have a Zoom meeting with this individual? Although I don't want to, there might be a time issue. </p> <p> Just do, I think they're in, yeah, they are in Kiev. Yep. And just sort of see what they're intended, like what is the real problem, right? </p> <p> You've got a homeowner's association and an expanding list of things you're going to use Drupal CRM for, right? Bob's got his use cases. </p> <p> Let's find out what his use cases are. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1165.36">@19:25</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Do you want, I wonder, Steve, do you want to reply to this issue to try to tease that out? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1172.88">@19:32</a> - <strong>steven.ayers</strong> </p> <p> Maybe. I don't know when I would get to it. Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1181.84">@19:41</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Is anybody else interested in trying to tease out these, the use cases for this project and see if we can redirect them to our projects? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1191.13">@19:51</a> - <strong>steven.ayers</strong> </p> <p> If there was a issue, like a plan issue in the backlog that referenced the dozen or so of these, right? </p> <p> Steve, that's the second time you mentioned it. JD's got it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1206.48">@20:06</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> JD's not necessarily going to do anything about it. So hearing no volunteers, we're going to do it right now. </p> <p> <strong>ACTION ITEM: Email OnePageCRM support re: permanent dev instance; CC Bob + engineer -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1226.9999"> WATCH</a></strong> </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1224.14">@20:24</a> - <strong>steven.ayers</strong> </p> <p> That sounds good. So, Bob, I'm going to reach out to OnePageCRM support, and I guess I'm going to CC you and that engineer. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1246.17">@20:46</a> - <strong>Bob Snodgrass</strong> </p> <p> Sure. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1246.43">@20:46</a> - <strong>steven.ayers</strong> </p> <p> And I'm going to ask about getting a permanent, you know, free developer instance. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1254.25">@20:54</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, I think that would be great idea. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1256.51">@20:56</a> - <strong>steven.ayers</strong> </p> <p> And I'll load in the Simpsons test data. Yeah, just, I mean, the test data doesn't matter. And if it's Simpsons characters, it's like, look, we're obviously not using this for like anything but development. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1271.04">@21:11</a> - <strong>Bob Snodgrass</strong> </p> <p> Right, right. No, I think that's very valid. And if you need any, you know, any further support with that, there's more, you know, I mean, I've been a long-term customer of theirs. </p> <p> So I think I might have some leverage, but they've been very amenable. So I think that's, I think you'll be fine. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1292.23">@21:32</a> - <strong>steven.ayers</strong> </p> <p> Yeah, I mean, it's like, here's some free integration, right? Like, here's another bullet point for you. Exactly. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1299.23">@21:39</a> - <strong>Bob Snodgrass</strong> </p> <p> And, you know, putting it up with Drupal CRM, that's going to be not hurtful for them to have that in their integration list. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1310.53">@21:50</a> - <strong>steven.ayers</strong> </p> <p> So, you know, that'll be helpful. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1341.66">@22:21</a> - <strong>Scott Wolpow</strong> </p> <p> How's this looking? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1348.76">@22:28</a> - <strong>Bob Snodgrass</strong> </p> <p> Thanks for making that bigger. Yeah, I mean, we might even want to share maybe some of the Google Docs with them if they're not overwhelming for them, you know, or offer that. </p> <p> Offer to have a conversation and a tour of all the work that we've done. Yeah, there you go. And I can throw in a comment in there, too. </p> <p> <strong>ACTION ITEM: Add helpful references/context to Membership Manager issue -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1386.9999"> WATCH</a></strong> </p> <p> I'll be glad to kind of participate in the issue. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1397.24">@23:17</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'll tell you what, why don't I leave this one as is, and then Bob, if you want to jump in with, you know, whatever references you think would be most helpful. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1405.2">@23:25</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, that's fine. And I, you know, I can also, you know, reach out. I may know some people that know this guy. </p> <p> You know, Avi works a lot with Ukrainian developers, with ImageX and OpenY, and Avi might already know this guy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1426.9">@23:46</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Where did my response go? I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1432.11">@23:52</a> - <strong>Bob Snodgrass</strong> </p> <p> Did it just disappear into oblivion? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1434.93">@23:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1440.7">@24:00</a> - <strong>Bob Snodgrass</strong> </p> <p> Do you have a magic mouse and I actually swiped the wrong direction? You know what? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1446.74">@24:06</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think Drupal.org logged me out in the process. What the hell? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1450.7">@24:10</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1452.02">@24:12</a> - <strong>steven.ayers</strong> </p> <p> Wow. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1453.76">@24:13</a> - <strong>Bob Snodgrass</strong> </p> <p> Love that. Your time was up. Oh, man. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1466.47">@24:26</a> - <strong>steven.ayers</strong> </p> <p> James, while we're waiting for JD to retype and log in and whatnot, maybe I had to compose some email for something else. </p> <p> And I think you were talking about Conreg, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1482.67">@24:42</a> - <strong>Bob Snodgrass</strong> </p> <p> If I understood that correctly. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1484.19">@24:44</a> - <strong>steven.ayers</strong> </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1484.75">@24:44</a> - <strong>James Shields</strong> </p> <p> Or was this like an instance on an existing site? Sorry, on which point? I'm sorry. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1492.56">@24:52</a> - <strong>steven.ayers</strong> </p> <p> I backed up. You were talking about why you haven't integrated with Drupal CRM yet. And I guess I want to just. </p> <p> I understand. Is that Conrad, or is that like another site you're using? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1503.64">@25:03</a> - <strong>James Shields</strong> </p> <p> Sorry, just the Conrad uses, at the moment, it's database table storage, because when I wrote it first, I had no idea how to do anything, and I'm aiming to move to entities, and I'm not sure whether I haven't yet decided whether I will try and make them the CRM entities at the same time, or basically do sort of an intermediate, where I move to my own entities, and then move from those to CRM entities, but my idea would be to kind of make it a front-end for CRM and CRM membership. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1547.0">@25:47</a> - <strong>steven.ayers</strong> </p> <p> Well, is the dev release for that, then, current? Like, if I went and took a look at that, would that be an accurate representation of the project? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1557.35">@25:57</a> - <strong>James Shields</strong> </p> <p> Yeah, it's pretty close. So there's a few things that are, there's a couple of things that, so there's an older GitHub repository that there's a couple of things that have gone into that need to be brought into this one, but they're all small changes, so. </p> <p> <strong>ACTION ITEM: Review Conreg codebase; assess migration feasibility to CRM entities -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1574.9999"> WATCH</a></strong> </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1582.68">@26:22</a> - <strong>steven.ayers</strong> </p> <p> Okay. But I must do that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1585.28">@26:25</a> - <strong>James Shields</strong> </p> <p> Well, what if I were to take a look at it and see about the feasibility of migrating that over? </p> <p> That'd be something you would be amenable to? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1596.18">@26:36</a> - <strong>steven.ayers</strong> </p> <p> I'd be very amenable to it, yeah. Let's see what. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1600.32">@26:40</a> - <strong>James Shields</strong> </p> <p> Sounds like an understatement. Hopefully it doesn't horrify you too much. My first PHP project was a custom CRM, which I guess, I don't know, might be telling in retrospect. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1618.73">@26:58</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But. You could not do worse than I did in that first implementation. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1623.94">@27:03</a> - <strong>steven.ayers</strong> </p> <p> I was given some Excel data and then told to do something, and every couple weeks would get different Excel data. </p> <p> Like, not, you know, anyhow. Different columns, different sizes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1637.22">@27:17</a> - <strong>Bob Snodgrass</strong> </p> <p> No, no, different features. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1638.82">@27:18</a> - <strong>steven.ayers</strong> </p> <p> Oh, yeah, here's some other data for, like, this other feature. Oh, that you are now mentioning for the first time. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1645.32">@27:25</a> - <strong>Scott Wolpow</strong> </p> <p> Oh, yeah, I know that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1647.72">@27:27</a> - <strong>steven.ayers</strong> </p> <p> Why doesn't it do this? Well, that's the first time you've mentioned that feature. So that would be, you know, reason one. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1656.84">@27:36</a> - <strong>Scott Wolpow</strong> </p> <p> Oh, that's one particular customer. I had a client, had six different ways of invoicing the customers, different fields, different columns. </p> <p> And like you just said, I get it done well. Oh, yeah, what about this customer? We're doing it. Josh, you never make </p> <p> You mentioned that to me before. Oh, yeah, I forgot. We've only talked about this one customer. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1687.06">@28:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Steve, do you want to transition us into subtypes? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1696.94">@28:16</a> - <strong>steven.ayers</strong> </p> <p> I would like a few more minutes so I can make some more coffee. And then I would be open to sharing my screen and maybe discussing subtypes. </p> <p> I had a conversation with AI not to, like, just to go over the stuff we've already discussed. I guess, really, I'm transitioning us to subtypes now, so deal with it, I guess. </p> <p> So just to recap, there are, I think, six or five possible solutions. The first one is just to use different types, not to subtype at all. </p> <p> And that works for... So, right, that's sort of like, you know, that's a valid solution, I guess, is what I'm saying, for some things. </p> <p> So, you know, maybe not rule that out. But when we get into actual subtypes, we've discussed basically using third-party settings on fields and then having an entity reference field on the contact to a custom config entity that would be its subtype. </p> <p> So, right, there would be a subtype of, you know, student, let's say, and one of employee. And that way, a person could have both. </p> <p> And this would be, you know, not just a person strategy, but a contact strategy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1784.9">@29:44</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Hey, Steve. And, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1786.8">@29:46</a> - <strong>steven.ayers</strong> </p> <p> I know you've got a long list. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1788.36">@29:48</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I see James has raised his hand and wanted to see if he wanted to interject briefly. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1792.3">@29:52</a> - <strong>James Shields</strong> </p> <p> Okay, sorry. Could I just interrupt? Yeah, go ahead. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1795.94">@29:55</a> - <strong>steven.ayers</strong> </p> <p> We start with a very, very, very brief introduction of what we mean by... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1800.0">@30:00</a> - <strong>James Shields</strong> </p> <p> Subtypes and what problem we're trying to solve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1804.48">@30:04</a> - <strong>steven.ayers</strong> </p> <p> Well, I finished turning the coffee pot on, so I can, I guess, maybe show you my attention now. So subtypes, right, and the problem we're trying to solve. </p> <p> So having users map to the person contact makes sense for a number of reasons on why you'd want to limit it to that, both because when we map fields, it's important to know which fields are going to be there, right? </p> <p> So organizations or households or some other contact type that a site builder creates. We're also looking at doing more granular level access based on relationships and other things. </p> <p> We need to calculate those things when relationships are created, not knowing whether a user exists or will ever exist associated with those persons, so that if a user does get mapped to a person, the access is already there. </p> <p> We don't have to run a batch job or do anything else. And so knowing that we're going to have to compute a bunch of data and knowing that it may never get used, only computing it where the &ndash; if we make the assumption that users will always be persons, we only have to calculate access grants based off of a person, never an organization. </p> <p> Like a person can still have access grants to organizations, just we don't have to store that information in the database then, I guess. </p> <p> Did I sufficiently answer the question, did I just talk for a while? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1927.44">@32:07</a> - <strong>James Shields</strong> </p> <p> I think that makes sense. Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=1930.49">@32:10</a> - <strong>steven.ayers</strong> </p> <p> So one way to represent this sort of, so right, the profile module is another, is trying to solve a similar problem, but on the user entity. </p> <p> And that is one of the five options is to basically mimic the profile project and provide the same feature sets and abilities. </p> <p> But for CRM contacts, not just person types, but all contacts, right? You could have something like that. A third option would be to create something, I think we're calling it the CRM contact detail, or I don't know. </p> <p> And that would be sort of. It's of like the profile, but different maybe, like instead of having, maybe we might have an entity reference field on the contact that references their different contact details. </p> <p> Like, I'm not exactly sure how the underlining implementation would work, but it's basically the contact would point to the child entity, and in the profile example, the child entity points to the parent. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2013.12">@33:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So the former of that is kind of like our contact detail, right? It's similar to contact method, but it wouldn't be for like, yeah, but it wouldn't be for, methods are reserved for like ways you can actually contact somebody. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2028.44">@33:48</a> - <strong>steven.ayers</strong> </p> <p> So like Slack would be one way you could extend contact methods, but. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2033.86">@33:53</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Sure. Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2037.5">@33:57</a> - <strong>steven.ayers</strong> </p> <p> Another option we discussed was. Using relationships and being able to have fields on relationships get declared, I guess, or a map to different contacts, right? </p> <p> So like if you have a membership relationship that has like a member ID on it, maybe that could get mapped to the user or not the user, the person so that they could see it. </p> <p> But many of these strategies all suffer from the same problem or maybe not the same problem, but if we surface them as fields on the contact, it does mean in the UI it will be a bit cluttered. </p> <p> But it also means that for the person, you know, we're also going to then have to support mapping these onto the user. </p> <p> So just how complex can we make it? It's a computed field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2101.46">@35:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Were those all of the sort of options that your friend AI discussed with you? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2116.8">@35:16</a> - <strong>steven.ayers</strong> </p> <p> I don't know. I went from one to three, so probably we're missing one. Oh, a paragraph is an option. </p> <p> I'm not necessarily advocating that, but just using paragraphs would be a solution, though. If you're even considering paragraphs, I would say no way, do custom field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2153.42">@35:53</a> - <strong>Bob Snodgrass</strong> </p> <p> Screw paragraphs. Or even... Even, you know, even better would be ECK than paragraphs, but, you know, come on. Why do we want to do that? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2170.57">@36:10</a> - <strong>steven.ayers</strong> </p> <p> So, yeah, paragraphs are basically not even worth the discussion. So, Steve, do you have a direction that you are currently leaning towards, seeing as you're now at the point of being willing to even discuss subtypes? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2188.36">@36:28</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Or have you merely come to the conclusion that we must address this? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2192.32">@36:32</a> - <strong>steven.ayers</strong> </p> <p> I think it's going to end up being a mixture of some of these solutions. I'm not completely sure what that means at this moment, but the first solution of having some sort of config entity to be what the quote subtype is, and then using third-party settings on fields to determine access, that seems like it has the... </p> <p> The least amount of friction in terms of integrating with the rest of the Drupal ecosystem and also keeping the UI from being too cluttered. </p> <p> Can you describe that in more detail, please? I mean, it's not terribly complicated, just right here. You have field instant settings, right? </p> <p> You've added a field to a bundle, and one of the settings is like the label. Well, maybe you could also then select what subtypes are available for that. </p> <p> And then maybe on the subtype entity view, we show what fields are associated in what way, right? I'm thinking you would be, you know, you could either include or exclude or maybe a combination of both different subtypes, right? </p> <p> I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2271.46">@37:51</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So it basically means for any given field on a contact entity, you can choose for which subtypes. It is relevant. </p> <p> Yes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2285.42">@38:05</a> - <strong>steven.ayers</strong> </p> <p> All these strategies do suffer or have the same question of what do you do when it's no longer considered that subtype, right? </p> <p> Do you make the data read only? Do you delete it? Do you purge it? If it's a separate entity, making the status, you know, zero, right, is also another option, but not really if it's a field, right? </p> <p> You can just, you can revoke access or make it read only, or you can purge it, but you can't have soft delete it. </p> <p> I'm kind of leaning towards details and or a profile solution, but the fields might also, you know, that's also a contender and also has advantages, right? </p> <p> Being integrated so tightly with Drupal Core and the intent to integrate even further, the low frictions of the fields does kind of have an attraction to it, knowing going forward that that's probably just going to work without needing to update that code. </p> <p> You mean the fields directly on the contact as opposed to with a profile entity of some sort? Yes, yes, directly on the contact. </p> <p> I definitely agree with that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2374.06">@39:34</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I also know that that's going to be the least flexible solution. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2381.56">@39:41</a> - <strong>steven.ayers</strong> </p> <p> For the Drupal project, that's the easiest and best solution, but for the projects in the Drupal CRM ecosystem, probably not, right? </p> <p> If we did something like profiles, we could also have an option to, instead of mapping like fields, we could almost map them like profiles to the user, if that makes sense. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2421.1">@40:21</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> You mean kind of map them directly? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2425.6">@40:25</a> - <strong>steven.ayers</strong> </p> <p> What do you mean? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2426.42">@40:26</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah, we could do that too, like fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2428.6">@40:28</a> - <strong>steven.ayers</strong> </p> <p> But I guess maybe what I mean is they have like tabs I've seen. You can have profiles just be tabs there, right? </p> <p> That's something we might want to consider as an option if we do the profile route, also including that, you know, it would both be on contacts, but you could maybe also choose to expose that profile at the user that's mapped to it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2448.37">@40:48</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> That's something though that you could do with the first option, right? Like it's just a sort of a visual treatment of, you know, how you're, you know, it's a UI decision, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2460.34">@41:00</a> - <strong>steven.ayers</strong> </p> <p> I'm creating a separate view tab or a sub tab. I don't know if you can just do out of the box. </p> <p> But yeah, I guess it would just be a different if you're able to map the fields directly onto the contact like we currently do, then you could just create a different user to user display to show that. </p> <p> But presumably, there's some sort of code out there to let you show different user displays at different URLs. But I mean, yeah, I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2494.49">@41:34</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't know what that is. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2496.39">@41:36</a> - <strong>steven.ayers</strong> </p> <p> I've used one before. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2498.07">@41:38</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I can't remember what it is. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2499.63">@41:39</a> - <strong>steven.ayers</strong> </p> <p> Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2503.09">@41:43</a> - <strong>Bob Snodgrass</strong> </p> <p> My stomach is. That was my office mate here. Sorry, folks. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2514.33">@41:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> We're all just picturing your stomach mask, Bob. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2518.53">@41:58</a> - <strong>Bob Snodgrass</strong> </p> <p> stomach mask, </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2520.82">@42:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Picturing or listening to. So I think another angle that we should, another perspective we should look at this from is if we think about other CRMs and how they provide sort of, let's just say a different configurability of how fields get displayed, right? </p> <p> I mean, they're sort of analogous to view modes in Drupal, but I'm almost, I'm almost wondering if there's something, if there's some concept other than a view mode that we should consider, right, for defining and presenting sets of fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2574.04">@42:54</a> - <strong>steven.ayers</strong> </p> <p> So layout builder, right, is like the, I don't think we need to write any special. Code to work with LayoutBuilder, although depending on how we implement this, maybe. </p> <p> But I think LayoutBuilder is kind of like how to get a better display. Is that in the neighborhood of what you're thinking about or completely the opposite? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2595.98">@43:15</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> It might be. I'd say I don't really know what I'm thinking about. I'm forming these thoughts right now. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2604.58">@43:24</a> - <strong>Bob Snodgrass</strong> </p> <p> I'm kind of wrestling with the same thing. I'm trying to picture all this and all the different ways this might be used. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2615.9">@43:35</a> - <strong>Scott Wolpow</strong> </p> <p> Is there a way we can make the person configuring it, they can decide how layouts are? Because different people look at layouts differently, you know. </p> <p> We probably don't care if looks like Craigslist because that's how we work. While other people, as I said, I did a demo yesterday. </p> <p> And all I really did is I made it clean the front end. I didn't show the Drupal back end. </p> <p> Oh, that's exactly what we needed. There was no real change except the background. So, you know, remember, we're building for users and each, whoever's putting this together, CRM or member platform, should have some control of what columns get seen and so forth. </p> <p> Or is that bringing, or do we bring other tools to do that that already exist? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2667.26">@44:27</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So let me take that, Scott, and combine it with what I was struggling to describe earlier in, I think, a better way. </p> <p> So there are different roles. I don't mean Drupal roles. I just mean in the real world, right, roles that people at an organization might have. </p> <p> And they might all need to use the CRM, right, but they have different needs, right? So somebody who works in the development office cares about looking at their donors. </p> <p> Right. And following up with their donors and tracking, you know, information about them, whereas somebody in some program office maybe is more interested in, you know, tracking information about volunteers and doesn't care about donor information and things like that. </p> <p> Right. So they might each have different fields, right, on the person contact type that they need to exist and they need to manage. </p> <p> And they'll have some fields that they are both interested in, like name. It's just a canonical example. Right. But how do we make it easy and optimized for each of these personas? </p> <p> Right. To sort of do their job. Right. How does the site builder make it easy for each of those personas to do their job? </p> <p> <strong>ACTION ITEM: Prototype relationship-display block plugin; open issue -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2749.9999"> WATCH</a></strong> </p> <p> And how do we make it easy for the site builder to do that? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2760.77">@46:00</a> - <strong>steven.ayers</strong> </p> <p> So one thought about maybe using relationships would be where we wouldn't do computed fields onto the contact, and I need to prototype this out in Layout Builder to make sure I'm not getting high on my own supply here, but we should be able to display a relationship that that contact has in some sort of view display on there. </p> <p> Yes, that includes some sort of edit link that, you know, having permission that either goes to a separate page or some sort of modal to edit that information, and permissions can be put on, again, this doesn't have to just be relationships, like some other entity type, right, either profile or detail or relationship, and, you </p> <p> That's sort of how we group fields. I think when I was talking about it being a combination of solutions, right, that being able to do that with relationships in Layout Builder might be one of the solutions, and maybe Profiles is a second solution, or maybe that field system, you know, option one. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2846.28">@47:26</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I was initially very keen on the sort of profile module model, and I definitely think that could still work, but I do think staying closer to just fields on the entity is likely to serve us, you know, the content entity is likely to serve us better in the long run. </p> <p> So I wonder if we, like, wonder if we can tease apart the challenges there and find solutions. That also account for that there are going to be fields on relationships, right? </p> <p> As a, I guess, a good proxy for the set of, you know, whatever else we might need to deal with. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2894.33">@48:14</a> - <strong>steven.ayers</strong> </p> <p> So what soured you on profiles? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2897.91">@48:17</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'm not soured on it. I just, well, okay. Not that you're for it, Steve. I'm against it. I worry a little bit about what it means to have a field that belongs in more than one profile. </p> <p> So if both the development office and the program office need the same field for their, let's say, profile, right? </p> <p> Their volunteer profile and their donor profile or whatever. The right thing is, right? How do we not duplicate data and have that user experience sort of make sense? </p> <p> If we're dealing with just that unitary field on the contact entity, that's an easier problem to solve. We can say, hey, you can select more than one profile type where this field shows up. </p> <p> And it might be that alone that's sort of swaying me in the direction of option one. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2969.66">@49:29</a> - <strong>steven.ayers</strong> </p> <p> What if you had the option to include fields from the contact on the profile form and maybe the profile display? </p> <p> Maybe what if we made it bi-directional? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2985.32">@49:45</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So you're saying that a profile entity could have fields and also could effectively reference or include fields from the contact entity? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=2995.44">@49:55</a> - <strong>steven.ayers</strong> </p> <p> Yeah, like let's say you had like a, I don't know, a billing profile. I don't know. How that's going to be different than the billing address, but maybe you'd want to &ndash; I assume you'd want to reference the billing address, but I don't know what else would be on the billing profile. </p> <p> I mean, I feel like there's maybe somebody in billing, but that's &ndash; like, would be handled with a relationship, right? </p> <p> Like, I don't know if it's a billing manager or &ndash; there's got to be a better title than that, but, right? </p> <p> It feels like that would already exist, but &ndash; Can we store it as a JSON? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3032.14">@50:32</a> - <strong>Scott Wolpow</strong> </p> <p> I know we can, but we store it a JSON. As a document, you know, steal a little bit from MongoDB and handle it that way, so one field can be used wherever we want. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3045.14">@50:45</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, I don't think we can impose NoSQL database engine on the project and its users, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3052.92">@50:52</a> - <strong>steven.ayers</strong> </p> <p> It would also be difficult to implement view support and other things if we did it as a JSON or a map file. </p> <p> know. Well, </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3068.87">@51:08</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So, okay, I'm trying to take what you said, Steve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3074.6">@51:14</a> - <strong>steven.ayers</strong> </p> <p> It might be a solution in search of a problem, too. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3077.84">@51:17</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> No, no, I mean, I can sort of see it. I guess what I'm trying to figure out is, let's use Boy Scouts as an example. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3086.2">@51:26</a> - <strong>steven.ayers</strong> </p> <p> You had those over in England, right? We invented them. We invented them, Steve. I think actually the only Boy Scout troops were associated with the American school. </p> <p> Oh, I mean, scouting was a proud imperial tradition, right? So you would have different batches, right, or, you know, swag that you earned, or I guess we could talk about. </p> <p> The Drupal, you know, account page where you get little icons and stuff you've spoken at or credits you've achieved, right? </p> <p> That's sort of like a profile. It would have access to your name, I think, right? Just like right when you would render it, like what's the label of a profile other than the name of the profile and the name of the person associated with it, right? </p> <p> Like there's not, it's not really a field you, the user would be typing in, I guess, but I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3162.39">@52:42</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What's, what are the advantages of having a separate entity on which to put the fields, right? Is that you can, you mentioned status of that entity is sort of a relevant piece, right? </p> <p> Or presumably you can delete that entity. access. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3179.15">@52:59</a> - <strong>steven.ayers</strong> </p> <p> Like you were talking about. There's being different, like, roles that people have in an organization and different needs, right? </p> <p> So if we're going to use Boy Scouts and the badge system, I guess, as an example of what a profile would be, because, right, maybe you might want to have that as a tab or, I don't know, maybe the main, whatever. </p> <p> You know, the individual scout isn't going to be adding badges to their profile, but, you know, their scout master would or their troop leader would in that scenario, right? </p> <p> But, and so that would be like an access thing. Maybe, though, you wouldn't want to let them update their address, but I'm not really making a use case on why you would be able to map fields into a profile. </p> <p> Because, I mean, that kind of field level permission is something we need to deal with regardless of profiles, right? </p> <p> Okay. Yes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3246.29">@54:06</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Like, like, let's say, even just, well, I don't know, it gets very specific to people's use cases, I guess. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3258.96">@54:18</a> - <strong>steven.ayers</strong> </p> <p> This is one of the reasons I've been putting this conversation off is how complicated it is. It is a bit complicated. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3267.66">@54:27</a> - <strong>Bob Snodgrass</strong> </p> <p> So I just have a question with regard to the subtypes. Are you equating in your, in your mind, subtype being a profile for an individual? </p> <p> We're trying to answer that question right now. Okay. Because I was getting a little lost when we were talking about, you know, profiles. </p> <p> me try to summarize. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3291.42">@54:51</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Is it one and the same thing, or? Let me try to summarize, I think, what, what the question seems to be right now. </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3298.16">@54:58</a> - <strong>Bob Snodgrass</strong> </p> <p> Right. So. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3301.06">@55:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> There are a variety of different reasons why you might need to have different information for a person, right? Let's use the person contact type as the example. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3310.74">@55:10</a> - <strong>Bob Snodgrass</strong> </p> <p> Sure. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3313.5">@55:13</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And we're trying to determine should the data, right, should that information live directly on the contact or should it live in like a profile entity that's associated with that contact? </p> <p> That's like the simplest high level kind of what we're trying to figure out or other. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3342.06">@55:42</a> - <strong>Bob Snodgrass</strong> </p> <p> In the case of an individual that would be associated with multiple other things like that person's a family, that person's in a company, that person's in a club. </p> <p> Profile is specific to their relationship. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3366.39">@56:06</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think whatever solution we come up with, in my opinion, needs to account for both fields on the contact itself and fields on relationships. </p> <p> So if somebody is a member of a household, right, and they have that relationship, and they're an employee at a company and they have that relationship, and there are some fields on those relationships, right, relevant to those relationships between those two contacts. </p> <p> Yeah. And that contact also has fields that are not on the relationship, right? They've got a name. They've got, I don't know what else we're tracking. </p> <p> You know, there's some other fields that are just not relationship-specific, right, that are about this person. Yeah. a Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3419.57">@56:59</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. Sure. Thank you. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3420.01">@57:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And we're in the context of an organization using a CRM where they've got different people in different roles who need to be able to view and edit different information about the contacts, right? </p> <p> So there's a differing level of access control, and there's also a differing level of, like, what they actually get presented with, like, how they navigate to and see these things. </p> <p> And we were trying to identify how do we solve for, I mean, that's one thing that we're trying to solve for, it's not everything, right? </p> <p> But, like, how do we solve for that, given that we're dealing with fields on multiple entities, right? On the contact and on the relationships, and possibly we're trying to determine whether it makes sense to insert a profile entity into the mix, right, to help solve that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3482.43">@58:02</a> - <strong>Bob Snodgrass</strong> </p> <p> In the short term, I feel like the easy answer is fields that relate to the relationship contacts have with one another, whether that contacts a family or an organization or an individual, that those should be only on that relationship and not worry about having to try to move data around and make it too complicated in the short term. </p> <p> But that's kind of my feeling. You know, I know we want to kind of design this idea for the long term, but in the short term, that'd be the easiest thing to pull off. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3536.52">@58:56</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'm trying to understand that in the short term, or is there... And is there any action needed? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3543.07">@59:03</a> - <strong>Bob Snodgrass</strong> </p> <p> Do we have the ability to put fields on a relationship? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3547.87">@59:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah. We do already. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3551.15">@59:11</a> - <strong>Bob Snodgrass</strong> </p> <p> And those can be built out in whatever way the administrator for the... As you would expect, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3557.61">@59:17</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah. So I think we're designing a long-term solution here. I think in the short term, people can work around for their use cases, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3565.73">@59:25</a> - <strong>Bob Snodgrass</strong> </p> <p> Okay. All right. And that makes sense to me. And I feel like I could do everything I would need to do by adding those fields onto the relationship. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3582.03">@59:42</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I wonder if we should think of this more about, rather than introducing a separate entity, right? And having fields in yet another place. </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3595.1">@59:55</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. If we just stick with, hey, look, we've got fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3600.01">@1:00:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> On the contact entity, we've got fields on the relationship entity, and yes, we've got fields on the contact method entity. </p> <p> That feels like maybe enough places to store the information, and what remains to solve. What was that? Not enough fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3621.56">@1:00:21</a> - <strong>steven.ayers</strong> </p> <p> Yeah, right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3622.08">@1:00:22</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And what remains to solve for is how people interact with those fields, how they view and edit them and see them, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3634.27">@1:00:34</a> - <strong>Bob Snodgrass</strong> </p> <p> Right. I think I might agree with that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3639.33">@1:00:39</a> - <strong>steven.ayers</strong> </p> <p> I think maybe with the relationship ideas of putting fields there to associate, you know, fields of data associated with that relationship, maybe we might need a custom block plugin that can use the contact ID out of the URL to determine which. </p> <p> View or form to render, like if you were going to put like some relationship data on a contacts canonical page with layout builder, or I guess just with regular blocks, I guess that would work too in theory. </p> <p> I mean, that's not a huge lift in terms of custom code. And that would accomplish the relationship part. I know there's other information that isn't relationship centric. </p> <p> I think I did come up with a good example of that. The Boy Scout one? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3700.04">@1:01:40</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> No, a better one. A hospital. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3704.73">@1:01:44</a> - <strong>steven.ayers</strong> </p> <p> Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3705.85">@1:01:45</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So everybody who's employed at a hospital would have an employment relationship, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3710.65">@1:01:50</a> - <strong>steven.ayers</strong> </p> <p> You'll probably have like employee ID and I don't know, other things associated with that that would all be employment related. </p> <p> The hospital doctors are going to have their specialties, like what they're board certified to do, and those aren't really associated with the hospital, and they're not associated with their formal education in school, right? </p> <p> You don't form your specialty until after you've graduated, usually, or I don't know. I don't know anything about that. </p> <p> But hospitals also have maintenance workers, right, janitors, who also have separate, you know, like professional certifications, right? You probably have some people whose job it is to every day wash the windows on one side of the hospital, or maybe I'm wrong on that. </p> <p> And so they would have different professional associations, and none of that's really associated with their employment. I mean, if you had a professional association certification, I suppose you could make a relationship to that professional association. </p> <p> And put the data there, but you're not really tracking, it doesn't feel like the right place because you're really going to have multiple professional associations, right? </p> <p> Potentially, you know, it's your ability to clean or do other maintenance repair like HVAC, you probably want that all in one place if you're using the CRM as opposed to, you know, 20 relationships. </p> <p> So that's maybe the use case for a profiler, get another entity to put fields on. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3817.55">@1:03:37</a> - <strong>Bob Snodgrass</strong> </p> <p> But those other entities, I mean, from a site building perspective, if I needed that, it'd be a matter of building out a certifications entity or node. </p> <p> Like a bundle, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3833.59">@1:03:53</a> - <strong>steven.ayers</strong> </p> <p> You would just create a bundle for that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3834.95">@1:03:54</a> - <strong>Bob Snodgrass</strong> </p> <p> Building out something else to be able to tie that. So you'd have certification. Applications, trainings, you know, re-updates on the training, you know, there's all kinds of things that you can do that way with just what we've got already in Drupal. </p> <p> So those are use case specific kind of things that I think we might need to help people understand how they might do that. </p> <p> But I don't know that that's a problem for us to solve as a member platform. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3871.04">@1:04:31</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What if instead of talking about these things like profiles, what if we just talked about them as sets of fields? </p> <p> Yeah, that's easier. And those fields might live in multiple, like in different places, right? You might have one set of fields that includes fields on the person bundle of a contact and fields on, you know, relationship bundle or something, right? </p> <p> Mm-hmm. And there is purpose in defining this set of fields for the purposes of being able to view them as a set, edit them as a set, and have access control over them as a set. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3914.56">@1:05:14</a> - <strong>Bob Snodgrass</strong> </p> <p> Right. To me, that's really kind of the crux of this discussion is that that can kind of control who gets to edit, who gets to, how do you control that data? </p> <p> How do you manage it? So that's not in multiple places you have to deal with, and so that we can control who actually can do it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3943.78">@1:05:43</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> If we think about it that way, then we're not talking about creating a new fieldable entity, right? We're just talking about grouping fields where they already live. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3959.4">@1:05:59</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3967.01">@1:06:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Then, I don't know how this would fit together, but I'm just trying to think, as a site builder then, there's some interface, right, where I can associate fields to any number of sets of fields, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=3992.43">@1:06:32</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, in most sites that we build, the simple way to do that, we use field group. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4004.59">@1:06:44</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But field group is acting in the display mode, right? The display mode, that's correct. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4010.79">@1:06:50</a> - <strong>Bob Snodgrass</strong> </p> <p> But it's in the display mode on, you know, whatever form you're going to be displaying. You can do it within the... </p> <p> The display or the edit form. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4028.57">@1:07:08</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Right, the view mode or the form mode. Right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4037.22">@1:07:17</a> - <strong>Bob Snodgrass</strong> </p> <p> That's kind of the &ndash; that's where I always try to start with that kind of thing because it's easier to control across the board. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4046.75">@1:07:26</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And that would work if we were dealing with exclusively like one of those things, a view mode or a form mode or something like that, right? </p> <p> Right. But because we're also talking about the access control, and because we're talking about these fields being able to belong to more than one field set or set of fields, I won't say field set. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4074.03">@1:07:54</a> - <strong>Bob Snodgrass</strong> </p> <p> I think we probably need a distinct concept. Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4080.58">@1:08:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And then I'm imagining when you go to the view mode, right? If you're creating a view mode to display this stuff, then just as you select individual fields there, you could select an entire set of fields. </p> <p> Right. I don't have a good handle on how the access control would be managed here. Yeah, me either. But I feel like other people will have a better handle. </p> <p> Nudge, nudge, Steve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4127.37">@1:08:47</a> - <strong>Bob Snodgrass</strong> </p> <p> Who was the guy that did the Access API or whatever that was in Florida? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4135.79">@1:08:55</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Access Policy API. Yeah, he'd be a great guy to get into this conversation. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4140.99">@1:09:00</a> - <strong>steven.ayers</strong> </p> <p> So, I mean, grouping fields, right? I'm following it, but I don't disagree. I'm just also not sure. Like, if we were to say, do the, like, so, right, we're talking about fields that could be on a contact method, a relationship, or the contact itself, and we're going to include it in a field group on just the contact or any of those entities? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4187.27">@1:09:47</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I actually think we should ignore the reference of field group. Like, think that was a good example of how we would do this in a simpler world. </p> <p> Yeah. I think it's more about, so, like, Is it like doing a custom field module kind of thing? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4206.31">@1:10:06</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4209.63">@1:10:09</a> - <strong>steven.ayers</strong> </p> <p> Actually, think, yeah, I think maybe we need to look at how custom field works, and maybe we just integrate with custom field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4216.21">@1:10:16</a> - <strong>Bob Snodgrass</strong> </p> <p> I had a lot of really great conversation with Andy Marquis at MidCamp on custom field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4226.88">@1:10:26</a> - <strong>steven.ayers</strong> </p> <p> I don't understand how custom field is relevant to this. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4229.98">@1:10:29</a> - <strong>Bob Snodgrass</strong> </p> <p> Well, it's a way to group things that are fields in an edit form and also display. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4241.41">@1:10:41</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But it's creating a field that contains that information, right? Right. I think a key use case we need to solve for is that this information needs to be able to live in multiple sets of fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4255.21">@1:10:55</a> - <strong>steven.ayers</strong> </p> <p> Maybe I misunderstood custom field. How I thought it worked. It's not unlike how alternative or preferred name works with the name project, where a custom field stores its data in other fields on the entity. </p> <p> But maybe I don't understand it correctly. Oh, maybe it does. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4277.16">@1:11:17</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah, I thought it was basically... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4281.26">@1:11:21</a> - <strong>Bob Snodgrass</strong> </p> <p> I don't know the mechanics of it very well at this point. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4284.82">@1:11:24</a> - <strong>steven.ayers</strong> </p> <p> I spoke with somebody at DrupalCon who I think they said they were the maintainer of it or... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4290.92">@1:11:30</a> - <strong>Bob Snodgrass</strong> </p> <p> Maybe they were just... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4293.01">@1:11:33</a> - <strong>steven.ayers</strong> </p> <p> I would have to see their face. I don't remember the name. But yeah, I don't think it's just writing schema for you. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4304.35">@1:11:44</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, Andy's looking for things to do, by the way. Like a job or like a side project? he's got a job that he feels underutilized in and he's got free time. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4317.29">@1:11:57</a> - <strong>steven.ayers</strong> </p> <p> Bob, reel him in. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4318.95">@1:11:58</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4320.07">@1:12:00</a> - <strong>Bob Snodgrass</strong> </p> <p> That's what I'm thinking. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4322.05">@1:12:02</a> - <strong>steven.ayers</strong> </p> <p> But if custom field does use other fields on the entity to present it as sort of like a uniform, like it uses the form widgets or the field widgets of those fields inside of some other like field grouping in order to make a widget, if that made sense at all. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4343.73">@1:12:23</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah, I don't, I am really very tip of the iceberg with that module as far as what it all can do. </p> <p> But he was showing me some stuff that was boring me away on the newer version of it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4362.45">@1:12:42</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> No, it very clearly from a screenshot on its project page, it's creating a separate column in the database table for each subfield. </p> <p> That's kind of what I thought it was doing and thus I think it's not relevant. Yeah, I would agree with that. </p> <p> What was I going to say? If we've got, oh, this is it. We were talking about, okay, so let's say we have fields organized into groups of, or sets of fields, right? </p> <p> And a field can be in more than one set of field, no problem. And that field might live on a relationship, might live on the contact, might live on the method, fine. </p> <p> And then we were talking about, you know, using view modes, right, to display the fields. And I think that's a valid way to, you know, get some fields and sets of fields to show up somewhere. </p> <p> Like, certainly that should be supported. But thinking specifically to the CRM use case, it feels like we should provide a way to view these. </p> <p> Sets of fields that doesn't require configuring like view modes to do so, like a lighter weight kind of thing. </p> <p> Like maybe there are view modes that are hanging out there in the background or something, but like for customizing some of this stuff further. </p> <p> But I'm just imagining you navigate to a contact, you know, in CRM and, you know, dynamically the set of sets of fields are available for you to navigate to select to, whether that's a tabbed interface or whatever the right interface is, right? </p> <p> Or even a dashboard-y thing where you've got one set of fields over here on this side and one set of fields over here. </p> <p> Like I feel like there are different ways that we could expose that information. That's more than relying entirely on the site builder to go take a bunch of extra steps. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4497.17">@1:14:57</a> - <strong>steven.ayers</strong> </p> <p> Well, let's take a step back for a moment. I agree. I don't want to make the site builder do a bunch of extra steps. </p> <p> I feel like we've got some strong agreement around roughly using some of the fields on relationships, but not doing the computed stuff. </p> <p> Just like block integration, for lack of a better word, or displaying the form or the display in some sort of modal potentially. </p> <p> Right. So you can, but, and I think there's some agreement around maybe providing some sort of subtyping on fields to make them optional. </p> <p> But I feel like there's some rough patches there that might need to be considered more. Do we need to create something like, not like custom field, but like what I thought custom field was like is, is a CRM contact detail. </p> <p> Just an entity that has some configuration on it, like a map file that defines, maybe not a map file, but like that defines where other data from other stuff comes from, but doesn't have any real fields itself. </p> <p> Or maybe it does have real fields. I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4582.91">@1:16:22</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yes, I think it's something like that. I don't know whether this, I guess this stuff doesn't belong in the third party settings because you need somewhere central to find them. </p> <p> Right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4595.93">@1:16:35</a> - <strong>steven.ayers</strong> </p> <p> Yeah, because if you're going to be, yeah, you wouldn't want to have to iterate over all of, right, every entity and every, you know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4613.44">@1:16:53</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So there's an entity type to represent this thing. We haven't yet identified a key need for it to be fieldable, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4628.54">@1:17:08</a> - <strong>steven.ayers</strong> </p> <p> No, if the data lives somewhere else, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4631.26">@1:17:11</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Right, but it does need some way of referencing the fields where they live, right? And probably additional information like widgets, something like that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4647.9">@1:17:27</a> - <strong>steven.ayers</strong> </p> <p> Well, we just reuse the existing field widgets. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4653.32">@1:17:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What do you mean the existing? Because it depends on the view mode for the entity, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4660.74">@1:17:40</a> - <strong>steven.ayers</strong> </p> <p> Yeah, I guess you would get to choose what the widgets are. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4664.5">@1:17:44</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think we need to provide a way for you to choose the widgets. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4667.74">@1:17:47</a> - <strong>steven.ayers</strong> </p> <p> Yeah, so you have your own form and display views, and they would just be computed fields. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4674.43">@1:17:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I agree. So we're talking about computed fields that you configure in the view mode on this new entity. Yeah, guess what you would store on the, I'm going to call this the contact detail, just to have something to call it. </p> <p> Thank you. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4692.09">@1:18:12</a> - <strong>steven.ayers</strong> </p> <p> So on the contact detail type, you would define which contact types it's available for, right? And then what fields would be available from where? </p> <p> Sorry, just a minute. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4706.3">@1:18:26</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Sorry, backing up. You said which contact types it would be available for? Wouldn't it, couldn't it only be for one type? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4719.59">@1:18:39</a> - <strong>steven.ayers</strong> </p> <p> If you're talking about something like person related, yeah, it only would be for person. But we're using organization as a contact type, but you might want to call it company for whatever reason. </p> <p> And that's not a, right. I mentioned that is like really the first option is if you, you could just create another. </p> <p> You don't need to do anything fancy, except when you're dealing with organic contacts, right? Then that becomes a little bit more nuanced. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4752.08">@1:19:12</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Sorry, what I was just trying to understand is, is there a constraint on this, what did you say, contact detail? </p> <p> Yeah. Entity that, I'm sorry, actually, contact detail implies to me that this is something specific to a contact. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4773.67">@1:19:33</a> - <strong>steven.ayers</strong> </p> <p> Well, what else would it be about? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4779.08">@1:19:39</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What I'm saying, though, we're not configuring any of this per contact, right? No, it's not like the contact ID. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4788.01">@1:19:48</a> - <strong>steven.ayers</strong> </p> <p> It would just be like which contact types. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4799.07">@1:19:59</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'm just trying to imagine. Imagine if you're selecting, like, let's say you're selecting both person and organization for the contact types. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4806.75">@1:20:06</a> - <strong>steven.ayers</strong> </p> <p> I don't think that's going to be a valid solution. Okay, that's really what my question was. It's really like you might have company and organization, and company is like, or you might have customer, right, and organization for whatever reason. </p> <p> I don't know. I'm not here to defend. I'm just saying with non-organic, you could make a different type, and that's probably going to be a solution. </p> <p> You could potentially run into issues with duplicates, but you kind of run into that problem, too, with nodes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4840.52">@1:20:40</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think we can move on. Sorry. I derailed you. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4844.37">@1:20:44</a> - <strong>steven.ayers</strong> </p> <p> Right, and then you're really just defining what fields are available, right? The field from the person, and maybe the person has to be on a relationship, you know, and you're going to get a field from that relationship. </p> <p> And maybe they have to be in one of the two positions on it, right? I don't know. What do mean one of two positions? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4867.63">@1:21:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah, like if you want to do employee ID, you probably want to show that for the employee, but not the employer. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4877.13">@1:21:17</a> - <strong>steven.ayers</strong> </p> <p> Just, you know, like when you're, if you're going to create a detailed type of employee, just, you know, as opposed to a list of all of your employees would more likely be of you, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4895.49">@1:21:35</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4897.46">@1:21:37</a> - <strong>steven.ayers</strong> </p> <p> And I don't know if you would necessarily need a contact method, but I don't see a reason to rule it out. </p> <p> Like if you're an administrator. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4907.74">@1:21:47</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> definitely assume, we should definitely assume contact methods are in scope. Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4911.9">@1:21:51</a> - <strong>steven.ayers</strong> </p> <p> Cause like, you know, I administer your email address at work and we've decided that all email addresses will now be first. </p> <p> Firstname.lastname as opposed to just firstname, right? Or whatever. Just, you know, different. I'm just trying to make up an example that would. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4934.19">@1:22:14</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think even if you just take like the hospital example, right? You know, somebody working in HR needs to be able to view and edit the addresses of a contact as well as some fields on their employment relationship, let's say. </p> <p> Sure, but you probably have full access to the contact. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4964.18">@1:22:44</a> - <strong>steven.ayers</strong> </p> <p> You're in HR. Just being real. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4969.37">@1:22:49</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't know. I think you're just a... You know, an HR busybody person, you're not sort of up high in HR, right? </p> <p> There are certain tasks that you need to be able to do, like update their addresses, right? But you don't need to be able to, I don't know what. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=4996.8">@1:23:16</a> - <strong>steven.ayers</strong> </p> <p> Well, I mean, that's like a different, the address is already a different entity. So there's already some like access model available to us. </p> <p> So I don't think we're going to have a finished solution today, just looking at the time. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5011.18">@1:23:31</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But I do think we have some important takeaways. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5014.66">@1:23:34</a> - <strong>steven.ayers</strong> </p> <p> Like I think it's appropriate at this point that we update the issue with the different options we've discussed and maybe our thoughts on it. </p> <p> I think we probably can also create a separate issue for the block plugin to flush that idea out better with relationships in terms of display and form rendering. </p> <p> Sorry, when you said block... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5040.01">@1:24:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Block plug-in, what do you mean by that? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5041.91">@1:24:01</a> - <strong>steven.ayers</strong> </p> <p> Like some sort of block plug-in, like a plug-in for blocks. So you could display a relationship either as a form or maybe just as a display. </p> <p> The idea would be that you would use maybe Layout Builder, but you could just do the block layout structure if you wanted to place it somewhere on the page. </p> <p> But I'm really thinking Layout Builder when I'm thinking about it. What do you mean block plug-in? What do you mean? </p> <p> I mean like a block plug-in? Steve, repeating the statement doesn't clarify. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5085.01">@1:24:45</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I wonder, maybe before we break, I don't know if this is feasible, can we come up with a good name for this thing? </p> <p> Well, which things, I guess, is the other thing. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5095.25">@1:24:55</a> - <strong>steven.ayers</strong> </p> <p> I think we've discussed a handful of different solutions. Fair enough. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5098.81">@1:24:58</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> That's why we need names for I'm talking specifically about the entity that determines the set of fields associated with that named entity. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5115.81">@1:25:15</a> - <strong>steven.ayers</strong> </p> <p> I think contact detail is the... I know we have something out there about contact detail, but the more I think about it, that might just maybe be contact profile, right? </p> <p> Where the reference to the contact is, I don't think makes a big difference at the end of the day. </p> <p> They're basically both profiles. So I guess what I'm saying is there's an issue in the backlog where we talked about CRM details or contact details. </p> <p> But I think maybe we rename that to profile and maybe we use contact detail. Yeah, like... Again, it's just an issue in the backlog to discuss and talk about. </p> <p> We're not committed to it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5164.66">@1:26:04</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> But yeah, it's like mimicking the user profile. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5167.82">@1:26:07</a> - <strong>steven.ayers</strong> </p> <p> Some sort of separate entity, maybe it does all the stuff profile does, maybe it does a smaller subset, I don't know. </p> <p> But rename that from contact detail to contact profile and have contact detail be this concept of some sort of fieldable, not fieldable, but computed fields from other entities. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5190.11">@1:26:30</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah, let me, sorry, I'm going to refresh my memory on contact detail. Oh, yes, that's the one I commented on saying, is this different from field subtypes? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5204.8">@1:26:44</a> - <strong>Bob Snodgrass</strong> </p> <p> Okay. But yeah, I like the idea of having a name because I was not understanding when we were talking about subtype versus contact versus profile. </p> <p> So, Steve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5220.01">@1:27:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> As it relates to the issues, my understanding is you're proposing that contact detail be renamed contact profile for further discussion and contact type fieldable subtypes be called contact type fieldable subtypes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5236.6">@1:27:16</a> - <strong>steven.ayers</strong> </p> <p> don't have an answer for, but that specific computed fields, some sort of a new entity, I'm proposing we call that a contact detail for at least purposes of discussion to have something to follow. </p> <p> And that's distinctly different than a contact profile, which is a different entity that's fieldable, not computed fields. And that this thing with relationships and simply displaying it on the user canonical page, either just through block structure or through layout builder, you know, that's a separate thing, right? </p> <p> That all kind of fall under this umbrella of subtypes, subbun. I see what you're saying. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5281.69">@1:28:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think I'd like to try to avoid the term context detail because I think everyone's going to get really confused, not just on its own, but because we've already talked about that as a concept, as a name that we might use for profiles. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5297.09">@1:28:17</a> - <strong>steven.ayers</strong> </p> <p> Yeah. I also don't think anyone but me, you, and Bob are following this, just being real. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5305.6">@1:28:25</a> - <strong>Bob Snodgrass</strong> </p> <p> I think being real, I'm not sure I'm following it even. So, JD, it's really just me and you. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5312.18">@1:28:32</a> - <strong>steven.ayers</strong> </p> <p> am listening. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5313.14">@1:28:33</a> - <strong>Bob Snodgrass</strong> </p> <p> I really just need to, I need to play around with some ideas on this with some data that I can understand to get a feel for the details you guys are talking about. </p> <p> I'm not quite, I'm not quite up to speed with you yet. That's, that's a me deficiency. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5340.19">@1:29:00</a> - <strong>James Shields</strong> </p> <p> I'm following along, but I have to do some other work at the same time, so I'm kind of, I think I'm getting you, but it's kind of, I'm just kind of keeping pace. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5355.57">@1:29:15</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Let me ask this maybe simpler question. What would be a good term for a set of fields? That is not field set, because that's a term already with a meaning in Drupaland. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5373.33">@1:29:33</a> - <strong>steven.ayers</strong> </p> <p> Let's make it confusing and have the word field be in the machine name of the entity. Maybe we can call it CRM fields, and that's the entity type. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5385.41">@1:29:45</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I honestly considered fields in my mind, and then decided not to share that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5393.07">@1:29:53</a> - <strong>Bob Snodgrass</strong> </p> <p> Oh, you guys, I'm telling you. So field set and field collection. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5401.31">@1:30:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Are you thinking about this being a separate project? No, not necessarily. Just what this thing is. I don't know where this belongs. </p> <p> It may very well belong in here. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5417.94">@1:30:17</a> - <strong>James Shields</strong> </p> <p> I used the name fieldset in another project, and then I realized that there's a Drupal form element called a fieldset that it got confusing with, so I avoided it after that. </p> <p> You know what? You know what? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5433.66">@1:30:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> This all feels like a bit of a cluster, don't you think? Fieldcluster? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5440.85">@1:30:40</a> - <strong>Bob Snodgrass</strong> </p> <p> Fieldcluster. There we go. Perfect. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5445.54">@1:30:45</a> - <strong>steven.ayers</strong> </p> <p> Speaking of HR, I think I'm going to need to speak to HR after this meeting. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5450.59">@1:30:50</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And for short, you can do Fcluster. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5458.37">@1:30:58</a> - <strong>steven.ayers</strong> </p> <p> Yes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5458.89">@1:30:58</a> - <strong>James Shields</strong> </p> <p> Definitely be speaking. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5460.01">@1:31:00</a> - <strong>steven.ayers</strong> </p> <p> with HR after this meeting. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5463.67">@1:31:03</a> - <strong>Bob Snodgrass</strong> </p> <p> Yeah. Honestly, F-Cluster is not that bad. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5472.13">@1:31:12</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, I propose Field Cluster as the best idea. Why didn't you say it the other way around, though? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5478.69">@1:31:18</a> - <strong>steven.ayers</strong> </p> <p> I'm already kind of opposed to it just based off the name. Oh, come on. I think, though, are you in agreement that the relationship part of this umbrella can go forward as its own issue? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5496.55">@1:31:36</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> When you say the relationship part of this. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5499.31">@1:31:39</a> - <strong>steven.ayers</strong> </p> <p> Yeah, like being able to display a different relationship viewer mode in a block based off of which contact you're on, right? </p> <p> If you're on contact A, it would potentially render one set of view displays. And if you're on contact B, it could render A. </p> <p> A different set of view displays. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5522.7">@1:32:02</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Oh, I see. Or not display at all. I don't think I have any opposition to that, but I can't say I fully understand what you're describing. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5535.8">@1:32:15</a> - <strong>steven.ayers</strong> </p> <p> I still need to prototype it. It's not like it's going to just get... Sure, I feel the same. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5540.02">@1:32:20</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I feel the same, Steve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5541.92">@1:32:21</a> - <strong>Bob Snodgrass</strong> </p> <p> I really do. It's like, I see some prototyping on this. I know. I'm not going to get it. I really am not. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5551.42">@1:32:31</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> This is foolproof. Yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5554.06">@1:32:34</a> - <strong>Bob Snodgrass</strong> </p> <p> Field Array. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5556.68">@1:32:36</a> - <strong>James Shields</strong> </p> <p> If it's any help, there doesn't seem to be a Drupal project called Field Cluster or F Cluster. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5564.1">@1:32:44</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> There's a Drush command called Drush FU. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5568.18">@1:32:48</a> - <strong>Bob Snodgrass</strong> </p> <p> We can call it Fieldy. Fieldy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5573.14">@1:32:53</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah, Fieldy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5575.32">@1:32:55</a> - <strong>steven.ayers</strong> </p> <p> Fieldish. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5576.5">@1:32:56</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Fieldish, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5577.76">@1:32:57</a> - <strong>steven.ayers</strong> </p> <p> It's not Fieldable. It's Field. Fieldy. Field. Yeah, boy. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5584.38">@1:33:04</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> We're really digressing now. Did you have thoughts? Yes, and honestly, I think the most useful thing we can do at this point in the call is come up with names. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5597.14">@1:33:17</a> - <strong>steven.ayers</strong> </p> <p> Well, the CRM external project, that module, are you thinking that should be spun off as a separate project? Because if you do, it will need a name. </p> <p> I mean, I think that belongs as a separate project that's not CRM specific. Yeah, that's what I'm saying. Yeah, yeah, yeah, yeah. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5621.73">@1:33:41</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> External system or something like that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5626.87">@1:33:46</a> - <strong>Bob Snodgrass</strong> </p> <p> Okay, I've got to bug out now, guys. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5630.35">@1:33:50</a> - <strong>steven.ayers</strong> </p> <p> Okay. Catch you all later. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5633.09">@1:33:53</a> - <strong>Bob Snodgrass</strong> </p> <p> Bye. Keep thinking about clusters. Yes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5645.95">@1:34:05</a> - <strong>steven.ayers</strong> </p> <p> External system. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5647.53">@1:34:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I figure that fits your general naming constraints. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5659.25">@1:34:19</a> - <strong>steven.ayers</strong> </p> <p> It's concise. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5661.76">@1:34:21</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> It's descriptive. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5670.89">@1:34:30</a> - <strong>steven.ayers</strong> </p> <p> It's available as a namespace. Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5674.75">@1:34:34</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> What about externally? No, no. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5681.71">@1:34:41</a> - <strong>steven.ayers</strong> </p> <p> So tell me what problem would this be solving outside of the CRM space? don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5704.71">@1:35:04</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I think the idea is just, look, this is a field to describe, well, sorry, not a field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5713.43">@1:35:13</a> - <strong>steven.ayers</strong> </p> <p> It is a field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5716.78">@1:35:16</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> It's a super custom field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5720.28">@1:35:20</a> - <strong>steven.ayers</strong> </p> <p> It's a stupidly custom field. Like, it is stupidly complicated. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5727.03">@1:35:27</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't know if it's stupidly custom. think it's, honestly, I think it's quite sensible. Like, I am, you know, enamored with this concept, and I think it is so good, it shouldn't be restricted to CRM namespace. </p> <p> You know, anywhere you are describing an ID in an external system, whether it's one ID or more than one ID, right? </p> <p> Why should you have to use two different, have two different approaches? And even if you do have multiple, sorry, even if you think there are not, yeah, if you have multiple, right, I think there are cases outside of CRM where that would make sense. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5771.9">@1:36:11</a> - <strong>steven.ayers</strong> </p> <p> I need you to give me one. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5775.0">@1:36:15</a> - <strong>James Shields</strong> </p> <p> That's all I need. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5775.68">@1:36:15</a> - <strong>steven.ayers</strong> </p> <p> I need you to give me one. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5776.76">@1:36:16</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, I gave you a list in comment number 11. I don't know if any of those made sense. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5782.0">@1:36:22</a> - <strong>steven.ayers</strong> </p> <p> How about comment 14? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5783.42">@1:36:23</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I need two. So what about location information? All right. I have a Drupal site. I maintain a list of event locations, and I need to be able to reference an ID for those locations in Google Maps and in Yelp and in wherever, right? </p> <p> Well, are there like geographic? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5813.82">@1:36:53</a> - <strong>steven.ayers</strong> </p> <p> Well, what kind of, like, fields are that? What's the data set? Like, what are you actually storing in there? </p> <p> All right. right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5821.85">@1:37:01</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Let's say it's a website that just details possible wedding venues, right? So I've got a list of possible wedding venues that's curated and it is mapping to external IDs in third-party systems where those venues are also represented for use in programmatic pulling of information. </p> <p> Sinking of information. Stealing of information from those systems. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5864.55">@1:37:44</a> - <strong>steven.ayers</strong> </p> <p> I didn't assign it to myself, so I'm struggling to find the issue in the backlog. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5869.17">@1:37:49</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Oh, I'll give you a link. Here you go. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5884.88">@1:38:04</a> - <strong>steven.ayers</strong> </p> <p> So your list of products. Okay, so you have some sort of product? Is this a commerce site? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5899.05">@1:38:19</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I'm just thinking generally. I don't need to get into specifics about what module I'm using, right? But just conceptually. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5905.25">@1:38:25</a> - <strong>steven.ayers</strong> </p> <p> No, but when you're trying to track products, would this be like you have a commerce site and they come from where? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5913.09">@1:38:33</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Sure. They could come from some sort of external inventory system or something. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5919.13">@1:38:39</a> - <strong>steven.ayers</strong> </p> <p> don't know. And there's going to be multiple inventory systems per product with different ID structures? It's possible. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5928.65">@1:38:48</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Maybe your products need to pull in from multiple systems. Like some products are in one system and some are in another. </p> <p> Your company's merged. You've got two different systems. Not an out there concept. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5946.72">@1:39:06</a> - <strong>steven.ayers</strong> </p> <p> Orders. I don't think orders make any sense. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5949.74">@1:39:09</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5951.96">@1:39:11</a> - <strong>steven.ayers</strong> </p> <p> I mean, we can pass it. What about the wedding venues? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5954.86">@1:39:14</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> You don't like the wedding venues? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5956.32">@1:39:16</a> - <strong>steven.ayers</strong> </p> <p> I'm going down your list first. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5959.78">@1:39:19</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Discount codes. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5961.54">@1:39:21</a> - <strong>steven.ayers</strong> </p> <p> Do you want to elaborate on discount codes? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=5965.09">@1:39:25</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And so some tool that bridges the divide between your marketing infrastructure and your e-commerce, right? So you might have discount codes defined by marketing people somewhere. </p> <p> Not an out there concept. Orders. I don't think orders make any sense. Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6011.96">@1:40:11</a> - <strong>steven.ayers</strong> </p> <p> I mean, we can pass it. What about the wedding venues? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6014.86">@1:40:14</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> You don't like the wedding venues? I'm going down your list first. Discount codes. Do you want to elaborate on discount codes? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6025.09">@1:40:25</a> - <strong>steven.ayers</strong> </p> <p> And so some tool that bridges the divide between your marketing infrastructure and your e-commerce, right? So you might have discount codes defined by marketing people somewhere. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6060.01">@1:41:00</a> - <strong>James Shields</strong> </p> <p> That need to trickle down, you know, into your e-commerce system. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6067.92">@1:41:07</a> - <strong>steven.ayers</strong> </p> <p> And thus they, you know, may live in multiple systems. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6071.5">@1:41:11</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And what's the third system? I don't know. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6076.03">@1:41:16</a> - <strong>steven.ayers</strong> </p> <p> Honestly, I don't think it matters so much that, like, you may or may not use multivalue on this thing, right? </p> <p> Just because you can use multivalue doesn't mean that you have to or that you should not use the module, right? </p> <p> Well, I am considering using it with a CRM case, which a support case really should only have one external ID, right? </p> <p> You'd be migrating it from somewhere and you would need to interact and you are, you'd need to continue to interact with that system, not just a lift and shift. </p> <p> And that would probably be a one. But I'd argue. Go ahead, James. Sorry, but if it's a multi-value field, you can just set a limit of one on it. </p> <p> Yeah, but I have a use case that you just described for case management and multiple external systems. Let's say you need to open up this. </p> <p> I think we have the use case on why it could be an external one. Let me make your argument for you, JD. </p> <p> I'm very persuasive with myself. I don't think so. Maybe I'll just recap my objections first and then give the reason why it wins. </p> <p> Okay. Right. It's giving you a option. You're going to be selecting a primary, but the tricky or stupid part is that you will probably, you will always have many primaries because, right, it's... </p> <p> It's three columns, a primary, which is a Boolean, a text field, or a bar char, that references a plugin that determines the validation for the third field, which is also another bar char. </p> <p> And so if we have JD's super cool Wix website as an external system, right, that would be the plugin type and you would define, well, actually, I take that back. </p> <p> It gets even stupidly complicated. You define an external system like JD's cool website. And then at the field level, you select which external systems are available and what ID, like validation type they exact. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6240.01">@1:44:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Just another example would be, say, Salesforce. The validation selection lives at the field level, not at the external system level. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6248.47">@1:44:08</a> - <strong>steven.ayers</strong> </p> <p> Yes. I like this even less, Steve. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6252.33">@1:44:12</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I want it out. Why? Okay. So let's use Salesforce as an example. Okay. You will have an external entity, an external ID field, and, you know, it would be referencing Salesforce as the type, right, that the ID is from. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6278.64">@1:44:38</a> - <strong>steven.ayers</strong> </p> <p> But your ID type is going to be different based on whether it's a contact versus a support case, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6284.64">@1:44:44</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> The entity that the field is on is also going to have to determine what the validation is. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6291.18">@1:44:51</a> - <strong>steven.ayers</strong> </p> <p> Oh, you're right, Steve. That's terrible. It's terrible. Uh-huh. What about, yeah, your face says it all. I don't like this. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6313.73">@1:45:13</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> As my daughter said when she was much younger, I don't like that. So what you're saying is, well, okay, what about this? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6329.33">@1:45:29</a> - <strong>steven.ayers</strong> </p> <p> What if the, I don't like this, what if the external system was not just Salesforce, but was Salesforce object type or something like that? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6338.81">@1:45:38</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, I mean, you're just renaming what that label is. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6342.79">@1:45:42</a> - <strong>steven.ayers</strong> </p> <p> But what I'm getting at is that it's representing something with just one possible validation, right? No. I tried that initially. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6353.79">@1:45:53</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> You want to track where data's from, you're going to want to track, you're going to want to have like Salesforce. </p> <p> As the label or the entity, or I don't know if it's a custom system, right? Like that's really what's more important. </p> <p> What if it's just, what if they're just two layers before the field? So you've got Salesforce, right, is the external system. </p> <p> And then you've got some representation of the thing in the external system. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6385.4">@1:46:25</a> - <strong>steven.ayers</strong> </p> <p> And that's where the validation gets configured. Yeah, except that you're, okay, but now you're talking yourself back into it only being something for contacts. </p> <p> No. Because a support case is going to have a different ID format than a contact potentially in the same system. </p> <p> Right. So you would have, in that case, you would have a, I don't know what, what's an example. The support system, Zendesk or something, right? </p> <p> Zendesk would be the external system entity. And then you would have, you know, Zendesk issue as an external system entity type. </p> <p> I don't like the word, but that's the description of it. Yeah, but see, like, then that just makes it, like, verbose and difficult to manage if you have, like, a bunch of different entity types for each validation. </p> <p> Yeah, otherwise you have to do it at the field level. Yeah, which is bad, but it's, you know, the best possible, it's the least worst option. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6462.96">@1:47:42</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I tried it at the field storage level and letting you override it at the field instance level because, like, another thing, right? </p> <p> So, like, the validation is also scoped. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6474.96">@1:47:54</a> - <strong>steven.ayers</strong> </p> <p> You want to be able to find whether the validation should be scoped at the bundle level or at the... </p> <p> For example, Salesforce has a different entity to represent organizations than it does individuals. So, right, that validation you need to define. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6491.7">@1:48:11</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Or, right, organizations, you may have chosen multiple bundle types in Drupal CRM to represent, like, an organization. And so you would need the validation to be unique among a set of bundles, not just one. </p> <p> Or maybe it just needs to be unique amongst one bundle, right? Like, so that's another way it gets stupidly complicated. </p> <p> I could see there being arguments for additional validation constraints that are field instance specific. But it feels like the general case is, like, just, like, how should this ID be formatted, right? </p> <p> It's, like, the simple case, right? The most common case for an external system. Maybe at the field storage level, the external system gets mapped. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6540.01">@1:49:00</a> - <strong>steven.ayers</strong> </p> <p> To the validation plugin, maybe it would be easier if we looked at it and demoed it and you saw the forms instead of trying to imagine them in your mind. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6553.53">@1:49:13</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yeah. But if you take a case, right, like let's say we're in IT support here, right? So somebody in the organization submits a support case and basically the problem is external to our organization. </p> <p> And we have to raise a support case with our vendor, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6584.18">@1:49:44</a> - <strong>steven.ayers</strong> </p> <p> So now we need a way to reference that external case ID in our case system. But actually, it turns out, no, that vendor is not responsible. </p> <p> It's this other vendor and they've got a different system. So we actually need to. Now we've got references to case IDs in multiple external systems. </p> <p> That's really not, I guess, maybe. I guess the point is we don't necessarily have to come up with the most common, clear, like everyone's going to use it this way, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6620.13">@1:50:20</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> We just want it to be sufficiently flexible so that people can use it outside of the CRM context. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6628.43">@1:50:28</a> - <strong>steven.ayers</strong> </p> <p> I mean, CRM case is still the CRM context, though. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6632.93">@1:50:32</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, yeah, but you could do case management outside the context of a CRM, not with that system, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6638.17">@1:50:38</a> - <strong>steven.ayers</strong> </p> <p> But, like, if somebody wanted to. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6642.35">@1:50:42</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Eh, F them. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6645.78">@1:50:45</a> - <strong>steven.ayers</strong> </p> <p> I think you mean field cluster. Field cluster them. I mean, there's a certain amount of abstraction I'm prepared to go through with just in case somebody wants to do something. </p> <p> Similar, but I think this level, I don't think we're talking about a different level of abstraction. We're just talking about how you name the project, basically. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6671.31">@1:51:11</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Well, that or if it is external, right? Oh, wait, you mean to call something other than external? No, I mean whether it belongs in the CRM project or a different project. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6693.44">@1:51:33</a> - <strong>steven.ayers</strong> </p> <p> Because you don't like taking on dependencies? I mean, that's one reason, but it's already going to be, like it's a separate module, so it's already going to be a quote, a dependency. </p> <p> But I really struggle to see a use case for this outside of contacts and CRM stuff. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6719.3">@1:51:59</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I don't want to. It's not every day that I see something so great that I think it should be outside of CRM. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6729.59">@1:52:09</a> - <strong>steven.ayers</strong> </p> <p> Today is not one of those days. Today is one of those days. I don't see anything about this that is CRM specific. </p> <p> It's an opinionated field about how to represent and validate IDs in external systems, right? And when you select your primary, the primary is amongst those specific external systems. </p> <p> So if you had multiple Salesforce IDs for your contact, you're selecting the primary Salesforce external ID, which should be the ID you'd want to use if you're like posting data about that contact back to the system. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6773.91">@1:52:53</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Okay. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6777.67">@1:52:57</a> - <strong>steven.ayers</strong> </p> <p> So you're saying you're just staying there. But this external system thing has a concept of a primary on the field. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6785.53">@1:53:05</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Yes. So you wouldn't be choosing between Zendesk and some other vendor between what's your primary external. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6796.27">@1:53:16</a> - <strong>steven.ayers</strong> </p> <p> It's the primary amongst those external systems because with contacts, you can potentially have duplicates in that system. Right. this is, if you're migrating data, can just merge them on your side. </p> <p> The primary would be optional though, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6816.16">@1:53:36</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Because you don't necessarily identify which is primary, right? The first one entered would be primary and the widget would let you select which one will be primary if you want to change it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6830.27">@1:53:50</a> - <strong>steven.ayers</strong> </p> <p> What I mean is I'm challenging the assertion that it makes sense for there to always be a primary when you're referencing something in an external system. </p> <p> What? And wouldn't you be, you may not have enough information to say that this is primary. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6847.68">@1:54:07</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> You may know there are two contacts up in Salesforce, but you don't want to have one chosen as primary just because the widget demands it. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6866.73">@1:54:26</a> - <strong>steven.ayers</strong> </p> <p> If you don't have a primary, you wouldn't be able to do future actions. You won't be able to engage in functionality that doesn't exist yet. </p> <p> It doesn't have to be merged in at the moment. So there's plenty more time for how this should be structured. </p> <p> Yeah, it's not really what you were thinking, is it? No. Oh, it's so much worse. Definitely worse. Right, like if, so here's an example of where I want to use this. </p> <p> I have a concrete example. You have a login account for MidCamp. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6929.37">@1:55:29</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Your user is mapped to a contact. You either have the contact's email address field presented to you through the mapping, or you're using the user one and not having that email address, right? </p> <p> And you update your email address, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6948.53">@1:55:48</a> - <strong>steven.ayers</strong> </p> <p> The contact and the user are synced. And then we want to update, you know, one page CRM. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6960.01">@1:56:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And so in order to do that, we need to know not only what your external ID is, but you could also be represented in their CRM more than once, right? </p> <p> And one of them could be deactivated. So when we do that, we probably really only want to be updating one record, not all of them, right? </p> <p> Unless you can come up with a use case on why you'd want to update all of them. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=6986.85">@1:56:26</a> - <strong>steven.ayers</strong> </p> <p> Oh, no, I'm not going to come up with that use case. Because I think my, like, clearly there's a purpose in having a primary. </p> <p> I'm just, I just question whether you can always have there be a primary and have that be meaningful. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7008.54">@1:56:48</a> - <strong>James Shields</strong> </p> <p> When would you be adding two external IDs at the same time and not know which one's primary? I don't know. </p> <p> mean, you've got a Salesforce system where there are two records, like. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7022.25">@1:57:02</a> - <strong>steven.ayers</strong> </p> <p> Arguably, they should be merged, right? But that's a problem for the external system, right, to figure out. They're not merged. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7030.01">@1:57:10</a> - <strong>James Shields</strong> </p> <p> They're just purely duplicative. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7032.81">@1:57:12</a> - <strong>steven.ayers</strong> </p> <p> Or you don't even know exactly what the differences are between them. You just know that they both represent the same contact. </p> <p> You might be doing a disservice by denoting one as primary. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7045.59">@1:57:25</a> - <strong>James Shields</strong> </p> <p> When are you going to add both of them at the same time, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7049.4">@1:57:29</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Presumably one would be added first, and the second one would be added at a later point in time. I can't blame you, James. </p> <p> It's pretty dry conversation. What do you mean? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7063.43">@1:57:43</a> - <strong>James Shields</strong> </p> <p> This is a whole podcast right here. Before I go, I just sort of question. We have checked that there isn't another module that does the same thing. </p> <p> I don't think so. I know it is pretty specific. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7078.25">@1:57:58</a> - <strong>steven.ayers</strong> </p> <p> I couldn't find anything. That does this primary stuff, and to fulfill the use case, I mean, I would be very surprised if there was, right, like this is only, it's like a CRM solution, and if there isn't an existing Drupal-based CRM, nobody else really has this niche. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7108.97">@1:58:28</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> I had done some research and tried to find something. The only thing I found was called external entities, which sounds very promising. </p> <p> It's not. However, it's a whole other ballgame. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7122.63">@1:58:42</a> - <strong>steven.ayers</strong> </p> <p> Okay. But there's actually external entities, and there's external entity. But I'm not sure either of them are helpful. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7134.89">@1:58:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> We could maybe name the project external system entity. Or external entity system. Anyway, I've got to run, so chat's in. </p> <p> Hi, James. Oh, yeah, external entities. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7158.14">@1:59:18</a> - <strong>steven.ayers</strong> </p> <p> I know one of them has to do with, like, REST or API requests and then displaying them in views that never worked when I tried it out years ago. </p> <p> <strong>ACTION ITEM: Rename CRM issue 'Contact Detail' to 'Contact Profile' -<a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7206.9999"> WATCH</a></strong> </p> <p> Going back to subtypes. So the contact detail issue, we want to call contact profile, right? Yeah, I think so. </p> <p> Just that seems like the more I keep describing it as a profile, so I don't think I'm going to stop doing that. </p> <p> Yeah, yeah, yeah, yeah, Yeah, you do that, Steve. I'm going to go ahead and rename that. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7260.01">@2:01:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Oh, just some issues with a site that we updated yesterday due to security stuff. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7272.2">@2:01:12</a> - <strong>steven.ayers</strong> </p> <p> Looks like it might be cash-related. Some other stuff, I don't know. I've still got to schedule a meeting with Nick to discuss access policy and how to use that for granular access versus other potential options. </p> <p> But I kind of feel like I know how big, like what the options are with that box, right? We've got, there's only so many options available that already exist. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7314.02">@2:01:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> So it's not, it's choosing what's the best option as opposed to coming up. With a new possibility, which this subtyping thing is. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7326.19">@2:02:06</a> - <strong>steven.ayers</strong> </p> <p> An easier problems face. Yes. Right. Which one of these is the least bad option as opposed to what we're trying to do here? </p> <p> I did reach out to Mosa about them being a financial host for the Drupal CRM initiative. Oh, yeah. They're going to discuss it at their June 10th meeting. </p> <p> Because I had had that same discussion about member platform, you know. Yeah. Did they tell you to go F yourself? </p> <p> No, they told me to go cluster some fields. That's right. No, they basically. This isn't for software development or maintenance. </p> <p> This is for education. Right, right. Like this is a different thing. Oh, oh. So I have a few use cases. </p> <p> Like my immediate use case is people at camps or presentations want to know if there is some place they can donate money to. </p> <p> Um, and so having, having a QR code, I can drop in on a slide, uh, you know, maybe they'll donate money. </p> <p> Maybe, maybe they won't, but if they donate money, that, that gauges enthusiasm, right. For the project in terms of education, like what would the money be used for? </p> <p> Part of it would be like stickers and other like promotional merch. But this year, I'm targeting developers, right? And I want people to build in a CRM ecosystem. </p> <p> Next year, we're going to be talking about the solutions we built in the Drupal CRM ecosystem, like membership management and case management. </p> <p> And I imagine we might have email demoable at that point. But maybe, you know, I don't want to get too ambitious here or too. </p> <p> So like, right, instead of targeting developers, we'd specifically be targeting non-developers. And so, right, I've got an LLC that supports my traveling, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7491.17">@2:04:51</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And whatnot to promote Drupal CRM. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7494.77">@2:04:54</a> - <strong>steven.ayers</strong> </p> <p> But that's not the case for everybody. And I really don't want to go to... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7500.02">@2:05:00</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> Right. Dispatch the minions. Right. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7506.48">@2:05:06</a> - <strong>steven.ayers</strong> </p> <p> Some, oh, you leftist. I think he was a Stalinist. I don't know. Right. Maybe he was a Trotskyist. I don't know. </p> <p> Apparently, I am the equivalent of a slave trader, or there's no difference between me and a slave trader because I use money. </p> <p> Not because I purchased something in particular, just that I use money. How this individual got to the convention for Minnesota without money boggles my mind, you know, because it's not like, you know, but I'm just saying I don't want to go to every camp. </p> <p> Right. It's a bit much. Sure. I got you. So I know that makes sense. don't like being called Stalinists. </p> <p> Yeah, I know. I know that. Yeah. Funding for conference attendance and giving talks. Oh, Back to that. Back to that. </p> <p> Yeah. So like specifically not other people. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7569.75">@2:06:09</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And while we probably would initially be doing Drupal camps, I really would like to do not technical conferences. </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7580.41">@2:06:20</a> - <strong>steven.ayers</strong> </p> <p> So, you know, it's also putting together training material. So there's Drupal in a day and maybe there could be something equivalent like CRM in a day. </p> <p> Or maybe at a camp, right, it's two days of stuff. And so maybe it's broken up into four sessions. </p> <p> And so maybe like the first one's general CRM stuff. And then, you know, if you need to do a membership project or, you know, if that's what your need is, there'll be a... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7614.68">@2:06:54</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> And then in terms of funding, you know, I guess that would just be me taking... </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7620.02">@2:07:00</a> - <strong>steven.ayers</strong> </p> <p> For paid engagements, I think I'll just put a percentage aside. Cool concept, makes sense. I see how you found the right slot to dock into there for that, yeah. </p> <p> Also, they don't want to be as Drupal only, but part of the attraction is that this is Drupal people then holding the money, not me holding the money. </p> <p> And having some distance, since I'm the lead developer and my company is involved and like, right, do I also want to be the president of a nonprofit for the same, right? </p> <p> Like it, we want to keep these lines less blurred, right? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7671.78">@2:07:51</a> - <strong>JD Leonard (modernbizconsulting.com)</strong> </p> <p> The community-centric approach. Yep. So, yes, I did find a way to also like, we're not going to get. That funding for maintenance and development through donations, right? </p> <p> Like somebody might donate $100 and that would be a lot, but that funds what? </p> <p> <a href="https://fathom.video/share/dwrZGzsQysKJkrLPxL-gCxXKuHyR5PRz?timestamp=7691.1">@2:08:11</a> - <strong>steven.ayers</strong> </p> <p> Maybe two hours of development if we're going to be kind about it, right? It's not a solution. Right. If we find some benefactor, I don't know, let's say Red Hat just as a company, right? </p> <p> I don't know. We want to fund you to do this full time or whatnot, right? Like, we'll come up with a solution to receive that money, right? </p> <p> Sure. But it's a lot of work and I don't want to do it if there's not the, you know, a promise of that money. </p> <p> But yeah, I want to send other developers or other presenters too, right? Yeah, I dig it. I renamed. Contact, detailed, contact profile. </p> <p> Now, help me out with contact type fieldable subtypes issue. I got to do work stuff. No problem. Get out of here. </p> <p> Thanks, Steve. </p>