Administrative Guide for CRM Core

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CRM Core offers several tools for administrators to control the way it will operate in your Drupal site. The tools for doing this should be familiar to anyone with basic knowledge of how to build and configure a Drupal website.

Administrative options for CRM Core break down into the following categories:

Basic Configuration

The CRM Core Settings page provides some basic options for controlling the UI for CRM Core. You can access this page under the configuration

Configuring Fields for Contacts, Activities and Relationships

CRM Core manages information about people and organizations as contacts, activities and relationships. Administrators can configure the

Configuring User Synchronization

CRM Core provides the ability to link a contact record to a user account. Linked records are stored in the relations module, and will allow

Configuring CRM Core Match and Matching Engines

CRM Core provides support for identifying duplicate contacts through CRM Core Match. It is designed to allow administrators to control the

Configuring Primary Contact Fields in CRM Core

Module developers working with CRM Core often need to know what fields are being used to store the primary phone numbers and addresses for a

Tips and tricks

Miscelanious tips and tricks

Guide maintainers

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