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OpenCRM Kickstart is a Panopoly based distribution with a built in Open CRM system.

Party Dashboard and Basic Search and reporting

A single place where you can access all your information about the individuals or organisations in your system. As this simply uses Panels and Views this dashboard can be easily customised.

Using Apache Solr Search and Facets individuals or organisations can be found quickly using its find as you type or filtered by selecting different facets. From here you can click on a contact and find more information or perform actions on a selection of contacts through the checkboxes.

As actions can be performed on these groups and as it tells you the number of parties returned this works as a simple but incredibly easy to use reporting feature!

User Dashboard

A single place allows users to view all the information you have about them. It also provides a space for users to edit their own information or manage and edit the information of organisations that they are related to.

Flexible Bulk Mailing and Newsletters

Use the facets to filter contacts by a variety of methods from the lists the users have subscribed to to other facets such as age, gender or whether they have attended previous events.

(Still some polish needed for the flexible bulk mailing but the newsletters work)

Organisations can be managed by users

From the Staff's dashboard they add individuals to work at an organisation and make them an editor. Next time the user logs in they will be able to edit the information on that organisation.

User's Organisations

From the User's point of view they can get to a list of the organisations they are part of from their user dashboard. If they are an "Editor" they will have the Edit and Manage links and if they are not an editor they will just see they are related. They can add themselves to any organisation here.

Note: Because the assumption is that any individual can make themselves an "employee" or even CTO of any organisation we've had to make sure no permissions were based off of this. There is a temptation to give organisation editor's more control over exactly who counts as an employee. Its difficult to do whilst keeping privacy issues in mind which we would be happy to talk about.

Organisation Editor managing their organisations

An Edit links allows them to edit the organisation but they can also manage the individuals in their organisation. They can remove the relation but also make anyone who has made themselves related to the organisation an editor.

Note: Organisation editors cannot add people into their organisation only make those people editors. This means we can assume that if someone is related to an organisation it is because they either want to be or a staff member has made that the case. However because organisation editors are the only ones that can grant permissions. We can assume if they are an editor it is because other editors did it or a staff member.

This helps avoid complicated workflows where permission is asked for and granted through the system.

Party Acquisitions - Avoiding Duplications and giving users control

Organisations frequently store data about people that haven't signed up on the website. This frequently creates duplicate information about the same person when you give them the ability to update things themselves or sign up on the website.

We have made e-mail king so that we can assume that if we're updating a party with the same e-mail address that is the same thing in real life. Using this assumption we can do cool things using acquisitions so that if a user with the same e-mail tries to register on the website they will "Acquire" the party with their information and be able to manage things themselves.

For our base partyopoloy this means you will already have the relationships to organisations that staff members have set up for you. This gets particularly cool when our event booking system is brought in.

There are privacy issues to consider. Our initial discussions can be found here:

Current Status
The most up to date version is available in the git repository. Check out the profile with git and then run drush make. Otherwise download the release below.

Project information