Extending
CRM Core
Presented at BADCamp
2013 by
Michael Haggerty
Chief Internet Strategist
Trellon, LLC
mhaggerty@trellon....
Today’s Agenda

About CRM Core
Adding new features that extend the platform
Planning for a feature
Resources (including up...
Today’s Agenda

About CRM Core: where are we
these days?

http://www.trellon.com
About CRM Core

CRM Core is a set of modules for managing contact
information in a Drupal website
Manages contacts, activi...
About CRM Core

Some recent enhancements
Added integration with Drupal Commerce
Have worked out rules integration, makes i...
About CRM Core

Have started releasing features for the system
CRM Core is designed to be extended through the use
of feat...
Features that extend the platform

Adding new features that
extend the platform

http://www.trellon.com
Features that extend the platform

There are 4 features available for the system right
now from Drupal.org:
CRM Core Donat...
Features that extend the platform

What do they have in common?
Common UI for deploying forms for integrating with
content...
Features that extend the platform

What else do they have in common?
Leverage mailhandler for sending HTML thank you
email...
Features that extend the platform

How do we
keep it all from
becoming a big
mess?

2008 Trellon, LLC. Proprietary and con...
Planning for a Feature

Planning for a Feature

http://www.trellon.com
Planning for a feature

There are a lot of things that can go into a feature
Content types
CRM Core entities (contact type...
Planning for a feature

Planning for a feature involves looking down the road
Documenting the various entities you are goi...
Planning for a feature

There are some tools available to make your planning
easier
Use wireframes to describe your interf...
Planning for a feature

You can ensure your features will work on any
Drupal website by taking some simple steps
Stick to ...
References

References

http://www.trellon.com
References

CRM Core Project on Drupal.org
drupal.org/project/crm_core
drupal.org/project/crm_core_profile

Features Plann...
References

Features for CRM Core
drupal.org/project/crm_core_donation
drupal.org/project/crm_core_event
drupal.org/projec...
References

Distributions using CRM Core (besides the demo
distros)
drupal.org/project/ableorganizer
(to be released Novem...
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Extending CRM Core

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From BADCamp 2013. Discussion about how to extend CRM Core, resources that are available for doing so, and tools for planning effective features.

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  • Extending CRM Core

    1. 1. Extending CRM Core Presented at BADCamp 2013 by Michael Haggerty Chief Internet Strategist Trellon, LLC mhaggerty@trellon.com
    2. 2. Today’s Agenda About CRM Core Adding new features that extend the platform Planning for a feature Resources (including upcoming distros using CRM Core features) http://www.trellon.com
    3. 3. Today’s Agenda About CRM Core: where are we these days? http://www.trellon.com
    4. 4. About CRM Core CRM Core is a set of modules for managing contact information in a Drupal website Manages contacts, activities and relationships – and nothing else! Has a common set of tools that make it easier to manage contacts Dynamic form builder, for capturing contact information Contact matching engines, for finding duplicates User synchronization, for associating contacts and http://www.trellon.com users
    5. 5. About CRM Core Some recent enhancements Added integration with Drupal Commerce Have worked out rules integration, makes it possible to integrate with Mailchimp, Constant Contact Enhanced matching engines, people can now add their own custom tools for identifying duplicates Enhanced performance, added integration with entity_cache for larger sites New Views Bulk Operations for merging, householding, mass contact updates http://www.trellon.com
    6. 6. About CRM Core Have started releasing features for the system CRM Core is designed to be extended through the use of features Features extend the basic capabilities Features are portable, can be run in any Drupal website Standards for building features ensure there will be no conflicts http://www.trellon.com
    7. 7. Features that extend the platform Adding new features that extend the platform http://www.trellon.com
    8. 8. Features that extend the platform There are 4 features available for the system right now from Drupal.org: CRM Core Donation CRM Core Event CRM Core Petition CRM Core Volunteer http://www.trellon.com
    9. 9. Features that extend the platform What do they have in common? Common UI for deploying forms for integrating with content in your Drupal site Integration with other tools in Drupal: rules, panels, Drupal commerce Reports for each feature, with drag and drop controls for each item Features inline with those of commercial donor management systems http://www.trellon.com
    10. 10. Features that extend the platform What else do they have in common? Leverage mailhandler for sending HTML thank you emails Leverage Drupal commerce for processing payments Leverage Views Bulk Operations for unique operations Have strong source tracking support Have dates of receipt (in addition to date created) All the core entities are fieldable, can be controlled through Drupal’s web-based interface http://www.trellon.com
    11. 11. Features that extend the platform How do we keep it all from becoming a big mess? 2008 Trellon, LLC. Proprietary and confidential, not for distribution without prior written consent from Trellon.
    12. 12. Planning for a Feature Planning for a Feature http://www.trellon.com
    13. 13. Planning for a feature There are a lot of things that can go into a feature Content types CRM Core entities (contact types, activity types, relationship types) Views Rules Fields that get attached to other entities Custom code The list goes on http://www.trellon.com
    14. 14. Planning for a feature Planning for a feature involves looking down the road Documenting the various entities you are going to use Being specific about how they are going to be built Getting into details about how you plan to build each component Being specific about permissions and who can work with the feature Communication between developers and business analysts / project owners to make sure it’s going to come out right http://www.trellon.com
    15. 15. Planning for a feature There are some tools available to make your planning easier Use wireframes to describe your interfaces Balsamiq is a wonderful tool for planning features Take care to make sure they match other UIs in CRM Core Use features planning sheets to keep an inventory of what is going into your feature It is easy to overwrite views, content types, activity types over time Keep a checklist you can use to test against http://www.trellon.com
    16. 16. Planning for a feature You can ensure your features will work on any Drupal website by taking some simple steps Stick to the standards for building CRM Core Features They are published at https://drupal.org/node/1950984 The big ones to remember are Always use a unique namespace Always stick to the UI conventions Always respect the reserved paths http://www.trellon.com Try not to add fields to contact records
    17. 17. References References http://www.trellon.com
    18. 18. References CRM Core Project on Drupal.org drupal.org/project/crm_core drupal.org/project/crm_core_profile Features Planning Sheets Basic feature planning sheet: https://docs.google.com/a/trellon.com/spreadsheet/ccc? key=0AptZebevP-4dGhyWEowN2gtS09YZ25KUWxOWlNSbVE#gid=0 Example with contents already populated https://docs.google.com/a/trellon.com/spreadsheet/ccc? key=0AptZebevP-4dEctdm5Ud1BzOXFvUWxBREIybll2THc#gid=0 http://www.trellon.com
    19. 19. References Features for CRM Core drupal.org/project/crm_core_donation drupal.org/project/crm_core_event drupal.org/project/crm_core_petition drupal.org/project/crm_core_volunteer Install profiles for working with these features drupal.org/project/crm_core_donation_demo drupal.org/project/crm_core_event_demo drupal.org/project/crm_core_petition_demo drupal.org/project/crm_core_volunteer_demo http://www.trellon.com
    20. 20. References Distributions using CRM Core (besides the demo distros) drupal.org/project/ableorganizer (to be released November 2013) http://www.trellon.com

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