Installing CRM Core
The initial installation of CRM Core happens much the same way as it does for any other module for Drupal. Download CRM Core and its
Installing CRM Core with a Make File
Besides just downloading the modules, you can also set up CRM Core using make files.
Introduction to the Interface
From this point on, this handbook assumes CRM Core is installed and enabled, along with all of its accompanying modules and dependencies.
Introduction to the Contacts Screen
CRM Core provides an interface for managing contact records in your Drupal site. It can be accessed by clicking the Contacts link from the
Creating Your First Contact
This handbook assumes you are working with a fresh installation of CRM Core in Drupal with all associated modules installed and enabled.
Creating Your First Activity
Activities in CRM Core are a record of interaction with a contact. Conceptually, they are meant to record the interaction between people and
Creating Your First Relationship
CRM Core stores relationships between contacts via the relations module. There is always a subject -> object relationship enforced between
The Other Stuff...
CRM Core ships with a number of other options that are not related to just administering contacts. This page provides an overview of what