Closed (fixed)
Project:
Member Platform
Version:
1.0.x-dev
Component:
Meeting
Priority:
Normal
Category:
Task
Assigned:
Unassigned
Reporter:
Created:
11 Oct 2025 at 04:11 UTC
Updated:
17 Nov 2025 at 08:29 UTC
Jump to comment: Most recent
| beautifulmind | Beautifulmind |
| paulmckibben | paulmckibben - Atlanta Drupal Users Group |
| bsnodgrass (he/him) | Bob Snodgrass (bsnodgrass) Fox Valley Users Group - I am off today for a wedding, but will try an check back later today |
| Eric (sikofitt) | Eric Wheeler (sikofitt) A possible use case has come up for me for a university proprietary research members site. Basically big name companies pay 100k+ to get access to new research that has not been released to the public, including papers and videos and a annual / bi-annual research event. When a company joins (lets say intel for example) anybody that registers with the email address intel.com (after verifying) gets complete access. (edited) |
| jdleonard | JD Leonard (jdleonard) - Zilker Neighborhood Association (and more!) |
| estevenson | Erica Stevenson (speckles) |
| James Shields | James (lostcarpark) - A little late after giving my talk at DrupalCon Vienna... |
| Lee Walker (mr_scumbag) | Lee Walker (mr_scumbag) |
| James Shields | See 6️⃣ |
| jdleonard | @Steve Ayers and I are hoping to lock in the architecture and release CRM Beta 1 by October 27. |
| jdleonard | Starting with Beta 1, we'd be supporting version-to-version upgrades, making it feasible for early adopters to dogfood for real projects. |
| paulmckibben | How can we help? Is there a way to see the beta blockers? |
| jdleonard | This is a call to action to review the architecture / APIs in detail for anything you think shouldn't be! |
| jdleonard | Help is needed here:#3525356: Denote which Address/Phone/Email is a Contact's primary |
| paulmckibben | So does this mean https://www.drupal.org/project/primary_entity_reference also needs to reach beta quality by Oct 27? |
| jdleonard | Yes that's fair |
| jdleonard | Let's use the "CRM Beta Blocker" tag for issues blocking Beta 1 |
| jdleonard | https://www.drupal.org/project/issues/search?issue_tags=CRM%20Beta%20Blo... |
| jdleonard | Added[#3543664] |
| jdleonard | Let's identify any additional beta blockers! |
| Bluegeek9 | We probably want a new release of the name project. CRM's composer.json has Name's dev release because of bugs in the current release. |
| jdleonard | I want to get the Zilker Neighborhood Association off of our somewhat nutty Zeffy/Zapier/Xero/Mailchimp integration for dues payments to a simpler and better UX and I plan to use Drupal Commerce with Stripe to facilitate this. |
| jdleonard | Currently, Zeffy provides offsite payment forms and requires the (expensive) use of Zapier to automate getting data from those submissions elsewhere. We currently use Zapier to create/update Contacts and Invoices in Xero (cloud accounting) and to create/update Contacts in Mailchimp. |
| jdleonard | My minimum short-term vision is to use Drupal Commerce to add on-site (from a UX perspective) Stripe payments and sync Contact information (including tags like "Member 2025") with Mailchimp. (edited) |
| jdleonard | Xero supports a feed from Stripe to capture incoming payments (though some additional work will be needed to segregate dues payments from general donations). |
| jdleonard | The implementation needs to support paying dues for multiple individuals. |
| It'll be easier to implement this with each individual as a User (even if they don't log in), but if possible I'd like to use CRM Contacts instead. | |
| Seeking anyone interested in contributing to this real-world use of CRM! | |
| jdleonard | My deadline to deploy to production is October 27 🙂 |
| Lee Walker (mr_scumbag) | No rush then... |
| jdleonard | On last week's Zoom call (which I missed), the team discussed creating a lightweight CRM Events module to represent events and afford for registering Contacts for events (as opposed to Users). |
| jdleonard | Is anyone volunteering to spearhead requirements definition? |
| estevenson | I'd be willing to try, but could you give me more guidance on what you think the end product should look like? Aka - creating a new spec document for CRM Events in the member platform google drive, or something else? |
| jdleonard | Yes, that! |
| jdleonard | I regret that I don't have time to prepare any. Anyone else? |
Comments
Comment #2
jdleonard