Link people to customers
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concept
team/customer-analytics
- Dominant language
- Python
- Stars
- 39.9k
- Forks
- 3.4k
- Avg merge
- 7h 27m
- Merged PRs (30d)
- 222
Description
Quote
Have the ability to define group membership in product based on person properties, other group properties, or DW joins.
Requiring this to be set in code is a hurdle for a lot of teams
Note: using customer as the CRM multi-seat organization entity.
Assign people (event actors) to customers
How: manually (UI), automatically (e.g. email domain)
Assign users (PostHog) accounts to customers (as CSM/AE/Onboarding specialist)
How: manually (UI), automatically (e.g. round robin CSMs when user exceeds a given spend threshold)
Contributor guide
First steps
- Read the whole issue, then the project's contributing guide.
- Comment on the issue to say you are picking it up — it saves two people doing the same work.
- Fork the repository and make your change on a branch.
- Open a pull request that references the issue number.
Research direction
The issue names no files, tests, or entry points to begin with. Clarify the customer model, the manual and automatic assignment flows, and the expected completion criteria before locating the relevant frontend and backend areas.
Written by the indexing model from the issue text.
Assessment
- Domain
- full-stack
- Issue type
- Feature
- Difficulty
- 5/5
- Estimated time
- Over a week
- Activity status
- Stale
- Clarity
- Needs clarification
- Newbie friendliness
- 20/100