My boss used the basic general CRM template included in Monday’s library as a base for his own template.
Can I use that to create an app template or would I need to start from scratch to avoid any issues with integrating it in our shareable with outside clients app?
I’ve followed up with our product team for clarification on this one for you! I will circle back here when they reply. Thanks in advance for your patience
I got an answer for this a couple weeks ago from the dev team. The answer was that I can’t use Monday.com’s boards to make a template for use outside of the instance of Monday that I am a team member of. I had to create all the boards from scratch so that we could also do a custom import process and later loop it into an iOS app.
Hmm, do you mind reaching out via a private message and let us know who you spoke with? I’ve reached out to our developers who mentioned that we may not actually have a technical limitation here, so we’re happy to look further into this for you!