Profile2 and Views

The Profile2 module integrates with Views to allow listing of users with their profile information.

While you can create views directly using the a Profiles type view, most views will start with a User type view. To add Profile2 fields to a User view, you need to add a relationship for User: Profile.

Relation

The RedHen Relation module provides the RedHen Relation Entity for connecting Contacts to Organizations or to other Contacts.
User Interface: admin/content/relation | redhen/contact/%/connections | redhen/org/%/connections
Configuration: admin/structure/relation

Record Types
A RedHen Relation provides a fieldable connection between two Records of particular types. This connection can be bi-directional or not. Bi-directionality and the types of Entities that are able to be connected are determined by the Relation Record Type, along with the fields for that connection.

RedHen comes with two built-in Relation Record Types: one is a bi-directional Relation between RedHen Contacts ("Personal Connection"); the other is a one-way connection between Contacts and Organizations ("Organizational Affiliation"). Both have a Status check-box field to denote whether a connection is currently active, and the Organizational Affiliation has a selection list for Organizational Role. These two Relation Record Types serve as examples of the functionality of RedHen Relations, and with the addition of a few fields will be sufficient for most basic CRM needs.

Setup & Basic Tour

On this page:

Installation

The RedHen project contains most of the RedHen modules, but if you want the RedHen Membership module, it is a separate project. You can see a list of requirements broken down by module here.

Getting Started

RedHen CRM is similar to Drupal Commerce in its modular structure. As with Drupal Commerce, the core RedHen modules all come in a single package, but can be enabled independently. The downloaded modules will not provide you with a working CRM right out of the box: you will need to enable and configure the modules that you determine you will need.

If you would like to explore RedHen CRM, you can check out our demonstration RedHen CRM installation profile.

Sub-modules

To give a clearer sense of what RedHen offers, and to help you determine which modules you might want to use in your RedHen project, we have broken down what each sub-module offers in the following sub-pages. They are ordered loosely by core importance and increasing dependency: the modules near the top are often required by those at the bottom. For more on dependencies, see the Module Breakdown on the RedHen intro page.

RedHen

RedHen is a lightweight, Drupal-native CRM framework. CRM stands for Customer Relationship Management*, and the initials "CRM" are often used to refer to a software tool designed to assist with Customer Relationship Management (so "CRM" really means, "Customer Relationship Management Tool" as we use it).

Views Tree

Views Tree allows for the rendering of hierarchical relationships between entities or users as displayed in a View. The module simply adds a display format for Views titled 'Views Tree (adjacency model)'.

Views Tree with Taxonomy Terms

Creating Taxonomy Terms

Create some Taxonomy terms with parent/child (heirarchical) relationships.

Creating the View

First, create a new term view using the fields row style / unformatted list of fields (it is important that the tree style not be chosen now). Then:

  1. Add relationship for taxonomy term: parent term
  2. Add field term id (do not use relationship) and exclude it from display
  3. Add field term id with relationship, exclude from display
  4. Add any fields you want to display, like term name, term description, etc...
  5. Change style / format plugin to Tree (Adjacency model)
  6. Set Main field to Term ID
  7. Set Parent field to Term ID with parent relationship

(These instructions are taken from #1424414-6: How to configure for D7 Profiles/Taxonomy terms.)

Views Tree with Relation Module

Setting up references

Using the Relation module, add some entity items, and set them to reference each other.

Creating the View

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