What's new in Twenty CRM 1.3.0 and 1.4.0

Note: If you would like to try Twenty CRM yourself, you can find our tutorial on installing Twenty CRM with Caddy and automatic SSL certificates here. We also have a page on Twenty where we present our hosting, operation and support services.
At WZ-IT, we use Twenty CRM ourselves as our central customer management system. It is lean, modern, completely open source and fits perfectly with our claim to operate data in compliance with the GDPR and without vendor lock-in.
That's why we naturally take a close look at each release to see which new functions will help us in everyday life. In this article, we summarize the most exciting new features from versions 1.3.0 and 1.4.0.
Table of Contents
Twenty CRM 1.3.0 - August 9
Merge Records - simply merge duplicates
One of our favorite features: From version 1.3.0, duplicate entries in the CRM can be easily merged. Instead of manually checking and transferring data, two data records can be merged with a click - including their links and histories. This ensures clean master data and saves an enormous amount of time.
π§ IMAP & CalDAV
With IMAP support, mailboxes can now be connected directly to pull incoming emails into CRM. There is also CalDAV sync so that calendars can be connected to Twenty.
π₯ Import Relations
Relationships between data records can now be set during CSV import - e.g. linking contacts to companies or assigning tasks to projects.
π Any Field Filter
A new search filter allows you to search across all fields. This is useful if, for example, you know a telephone number but are not sure in which field it was entered.
Twenty CRM 1.4.0 - August 21
Field Level Permission
Rights management has become more granular: individual fields can now be made read-only or editable for certain roles. This complements the previous object authorizations and enables finer-grained security and compliance setups.
Workflow Filters
Workflows can now be extended with filter conditions. This means that automations only continue to run if defined criteria are met - ideal for complex business processes.
Two-Factor Authentication
Another new feature is 2FA with apps such as Authy or 1Password. An important security measure for many environments - but less relevant in our setup, as we secure Twenty CRM behind Cloudflare Zero Trust anyway.
Conclusion
Twenty CRM has taken important steps with the 1.3.0 and 1.4.0 releases:
- Merge Records finally ensures clean data without duplicates.
- Granular authorizations at field level improve security and compliance.
- Workflow filters make automations more flexible.
All in all, these functions further round off the already strong open source CRM.
π Would you like to try out Twenty CRM or use it productively? We help with installation, operation and managed hosting. Arrange a consultation now
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