Issues

• Tracking: data and API gaps for ibl.ai/crm

  api-gaptracking
  iblai/crm#25 · Filter by author mamigot opened on Sep 23, 2026

• No record-level visibility — every CRM role sees every record in the organization

  api-gap
  iblai/crm#24 · Filter by author mamigot opened on Sep 23, 2026

• No last/next activity roll-ups on persons, organizations and deals

  api-gap
  iblai/crm#22 · Filter by author mamigot opened on Sep 23, 2026

• No duplicate detection to feed person merge

  api-gap
  iblai/crm#23 · Filter by author mamigot opened on Sep 23, 2026

• List filters are single-valued (no __in), and the unassigned filter is undocumented

  api-gap
  iblai/crm#21 · Filter by author mamigot opened on Sep 23, 2026

• Standard contact and company fields are missing (website, industry, size, social profiles, avatar/logo)

  api-gapdata-persistence
  iblai/crm#19 · Filter by author mamigot opened on Sep 23, 2026

• No custom objects — only the eight built-in CRM resources

  api-gap
  iblai/crm#20 · Filter by author mamigot opened on Sep 23, 2026

• Relationships are single-valued: one person per deal, one organization per person, one person per activity

  api-gap
  iblai/crm#18 · Filter by author mamigot opened on Sep 23, 2026

• No webhooks or event stream for CRM changes

  api-gap
  iblai/crm#16 · Filter by author mamigot opened on Sep 23, 2026

• No email or calendar sync — every activity is typed by hand

  api-gapdata-persistence
  iblai/crm#17 · Filter by author mamigot opened on Sep 23, 2026

• Deletes are permanent — no trash, restore or undo

  api-gap
  iblai/crm#14 · Filter by author mamigot opened on Sep 23, 2026

• No change history for CRM records beyond stage moves

  api-gap
  iblai/crm#15 · Filter by author mamigot opened on Sep 23, 2026

• No persisted card order within a kanban stage

  api-gapdata-persistence
  iblai/crm#13 · Filter by author mamigot opened on Sep 23, 2026

• Deals have no stage-entry timestamp, so "rotten" can only be approximated from updated_at

  api-gap
  iblai/crm#12 · Filter by author mamigot opened on Sep 23, 2026

• No per-organization currency setting for deals

  api-gapdata-persistence
  iblai/crm#11 · Filter by author mamigot opened on Sep 22, 2026

• No bulk import or export for CRM records

  api-gap
  iblai/crm#9 · Filter by author mamigot opened on Sep 22, 2026

• Owner names need an admin-only endpoint, so members see a raw user id

  api-gapcrm-app
  iblai/crm#10 · Filter by author mamigot opened on Sep 22, 2026
  1

• No attachments on CRM records

  api-gap
  iblai/crm#8 · Filter by author mamigot opened on Sep 22, 2026

• metadata is free-form on every CRM resource, but nothing describes the custom fields

  api-gapdata-persistence
  iblai/crm#7 · Filter by author mamigot opened on Sep 22, 2026
  1

• CRM list endpoints accept no ordering parameter

  api-gap
  iblai/crm#5 · Filter by author mamigot opened on Sep 22, 2026

• No aggregate endpoint for CRM dashboards — the app fetches every deal to draw one screen

  api-gap
  iblai/crm#6 · Filter by author mamigot opened on Sep 22, 2026
  1

• CRM API has no free-text search on persons and no cross-resource search

  api-gap
  iblai/crm#4 · Filter by author mamigot opened on Sep 22, 2026

• No storage for saved views (named filter + sort + column sets)

  api-gapdata-persistence
  iblai/crm#2 · Filter by author mamigot opened on Sep 22, 2026

• Organizations whose platform_name is a generated key have no human name to show

  api-gapdata-persistence
  iblai/crm#3 · Filter by author mamigot opened on Sep 22, 2026

• Per-user CRM preferences live in localStorage instead of platform user metadata

  crm-appdata-persistence
  iblai/crm#1 · Filter by author mamigot opened on Sep 22, 2026
  1