CRM

by Gisle Hannemyr

This chapter explains how to create a "blogroll" (list of links and descriptions). We want a block to show a set number of the links, in a random order. We also want a page to show all of the links and descriptions.

Table of contents

Drupal projects mentioned in this chapter: RedHen CRM, RedHen Donation, RedHen Membership, Rules, Views.

Introduction

The initials “CRM” stands for Customer Relationship Management. CRM software is a category of software that covers a broad set of applications designed to help businesses and organizations manage many of the following:

Contacts:
Allow you to track personal information of your customers, whether or not they have accounts on your website.
Organisations:
Allow you to track companies and other groups of interest.
Connections:
Help define the relationships between contacts and organisations.
Engagements:
Help keep track of contact's activity within your organization.

The RedHen CRM prject prpvides a Drupal-native CRM tool initially designed for common NGO needs. It is particularily targeted towards the CRM needs of membership organizations. In addition, it has classic CRM functionality for managing information about contacts, organizations, and their relationships between each other and your organization. The four basic components of a CRM (contacts, organisations, connections, engagements) are custom entity types in Drupal and can be used to build a custom CRM for your particular needs.

Additional features include support for:

See alsoThere is a 17 minute video on Drupalize.me about RedHen CRM. Additional materials on RedHenCRM.com.

There is also a distribution: RedHen Raiser, for setting up fundraiser sites.

Setting up

For basic use, enable these (and dependencies):

Do not enable these for basic use:

For engangement tracking, enable:

Final word

[mumble]

Last update: 2018-10-24 [gh].