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crm core

mhaggerty's picture
May 08, 2013

Today, Trellon released new versions of CRM Core and CRM Core Profile. Both of these modules include new features that are important for anyone looking to build modules that use CRM Core as a backend for storing contact information.

mhaggerty's picture
Mar 23, 2013

The documentation for CRM Core has been updated on Drupal.org. Now that the module has achieved a stable version, we have updated most of the information available about how to use it.

Go check it out.

The CRM Core handbook contains information on the following topics:

mhaggerty's picture
Mar 22, 2013

Today marks the first official, stable release for CRM Core.

Many thanks to all the people who helped test and shared ideas to bring together a stable release, this would not have been possible without all the support and feedback from the community.

msaunders's picture
Nov 19, 2012

Last week was the third weekly sprint for the CRM Core Demo.

What did we accomplish in this past week?

  • The repository was moved from trellon to github to facilitate community involvement.
  • We created petition list for the online petition feature.
  • Contact petitions /crm/contact/%/activity/petitions which shows the Contact petitions.
  • We created a new field which will store Tags and started Petitions Primer view.
  • A project lead reviewed the online petition feature and news feature.
msaunders's picture
Nov 16, 2012

Trellon ran its first two CRM Core sprints and we accomplished a lot. We really want CRM Core to be a project shared and owned by a community of people with aligned goals for a CRM framework. By hanging in the IRC channel #drupal-crmcore, we'll be able to share best practices and pitfalls to avoid.

msaunders's picture
Nov 15, 2012

What is CRM Core?

CRM Core is a set of modules for managing contact records within a Drupal site, providing support for contacts, relationships and activities. It provides basic CRM system components and a framework for extending these components to build a custom system that will allow an organization to effectively meet their needs with respect to contact, relationship, and activity tracking.

What Does it do?

cxiao's picture
Nov 07, 2012

Introduction

Building a feature using CRM Core profile is easy. In this demo we will demonstrate the step-by-step instruction on how to do it. Please note this is a follow up and more in-depth guide to http://www.trellon.com/content/blog/building-crm-core-feature.

What are we building

In this demo we will be building an “online petition” feature that allows a website to:

cxiao's picture
Oct 03, 2012

CRM Core is a tool for managing contact information within a Drupal website. It was designed to act as a platform, where developers can add small, useful applications on top of the core components to handle specific use-cases. It was also designed to be highly interoperable with Drupal so that people without any specialized programming knowledge could work with it.

mhaggerty's picture
Mar 21, 2012

CRM Core is a set of modules for managing contact records within a Drupal site, providing support for contacts, relationships and activities. It provides the basic tools organizations need to effectively track the relationships they maintain with people, along with a framework for extending that support to handle other use cases.