RedHen CRM is an open source CRM build natively in Drupal 7.x Check out the project page on Drupal.org to download the code and contribute to development, documentation, and QA via the ticket queue: http://drupal.org/project/redhen. We also have a series of blog posts that dive deeper into RedHen's features, architecture, and code.
This group has been created to track requirements and document features - as well as to build community around the project.
RedHen documentation sprint
Happy to announce that we've made a big RedHen CRM documentation push over the last few weeks, including the production of our first RedHen screencast.
You can check out the D.O. documentation pages at: http://drupal.org/node/1989564.
Also, you can check out our first screencast at: http://thinkshout.com/blog/2013/05/gabe/directions-farm.
RedHen CRM case studies needed
Hi RedHen users,
I just got back from NTEN's annual Nonprofit Technology Conference. There is a ton of interest in RedHen and a few larger nonprofits as well as a handful of larger Drupal shops interested in leveraging RedHen on large-scale Drupal-CRM projects. It's great to see RedHen gain traction and ThinkShout is very interested in supporting other developers who seek to contribute to the project.
Read moreImporting Contacts
Might one be able to use the Feeds module to import contact information into RedHen? Is there another way?
Integration with newsletter
Hei, has anyone tried integrating newsletter module with redhen or has it got a newsletter component of its own? Any pointers would be greatly appreciated.
Evaluating for Overnight Website Challenge: Twin Cities 2013
Hi everybody, I've been looking into RedHen's progress and there is a lot to like. I love the entity-based approach.
I'm putting together a team of 10 Developers to compete during this year's Overnight Website Challenge in the Twin Cities: http://tc2013.overnightwebsitechallenge.com . We'll have 24 hours to make a website for a local area nonprofit and we're looking to leverage the power of RedHen + Drupal to accomplish that.
Currently, we're in the pre-event planning phase and we're running into some confusion on how to fully use Redhen to our advantage.
Read moreLegal Services CRM
I'm evaluating Redhen CRM for the provision of legal services and have a few questions:
- Would it be possible to integrate project or case management into Redhen CRM? If so, is it built in or which modules would we need to consider?
RedHen Contact names appearing site-wide
For every Contact I have (linked to a user record), their user record is showing their FirstName LastName and ContactType from their RedHen record -- sitewide wherever their user name should be displayed.
I do have the RealName module installed but that should be displaying fields from the user's profile fields.
I'm not totally opposed to this feature that RedHen seems to have introduced to our site, but...
(a) I want to know how to control it and/or disable it if I want to use RealName's settings instead; and
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RedHen and Views
I have installed RedHen CRM on a dev site for evaluating if it is the path for a CRM system to a customer.
But I was missing a lot of views. In the description it talks about being similar to Drupal Commerce. But Commerce is built around Rules and Views. And I am missing that about Redhen CRM.
Read moreActivities in Redhen
What would we like to use it for?
- Interaction log on the contact page: needs a nice representation of different kinds of interactions and limited filter capabilities (especially on the activity type and date).
- Segmentation of contacts: needs advanced / fast filtering of activities often based on Activity Type specific fields - but usually focussing on a few Activity Types.
- Contact data change-log: needs a way to store differences between two states. This differences don't need to be searchable.
Activities
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Basket CRM Interface for Views Bulk Operations
We've just made the decision to go with Redhen instead of Party CRM as a company. So I thought it would be appropriate to start sharing ideas, drafts and notes here :-)
One of the UX things I've been thinking about for quite some time is how to enable users to do powerful profiling and segmentation without confusing interfaces or too many interface options.
An idea that seems to work quite well is to use the concept of "baskets" like in a web shop. You have to see the "basket" as a sort of extension of views bulk operations.
Read moreCapital Camp CRM BoF
Looking to do a BoF tomorrow at Capital Camp on native CRM solutions for Drupal. I'll ping this thread with the details once I have a time/location. If you're interested, LMK.
Sean
Great podcasts on native CRM in Drupal
Modules Unravelled just completed its fourth podcast on open source CRM solutions in Drupal. They cover CiviCRM, Party, RedHen CRM and CRM Core. The content is great. I highly recommend that you check them out if you're interested in this work:
Does CRM (the technology) need to be defined?
We no longer bother to explain the acronyms TV, DVD, RAM, and more...
Read moreRedHen CRM Alpha1 released - Native CRM in Drupal 7.x
After 800 hours of development, ThinkShout's proud to announce the Alpha1 release of RedHen CRM - a native CRM framework for Drupal 7.
For more information, please check out our two-part blog post describing the architecture and feature set:
http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-1
http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-2
You can also learn more about the project on D.O at: http://drupal.org/project/redhen.
RedHen CRM BoF today at Open Source Bridge
Tonight at 6:30pm PST Lev Tsypin from ThinkShout will be hosting a RedHen CRM BoF as part of Open Source Bridge here in PDX.
If you're in town and interested, please check it out:
RedHen CRM Demo
Last Tuesday I did a 20 minute demo of RedHen CRM at the PDUG meetup here in PDX.
This demo was based upon a sandbox sample install profile (and make file) at:
http://drupal.org/sandbox/seanberto/1490420
We'd love for you to check out the project. The sandbox is a lot like Commerce Kickstarter, in that it simply provides an example of what you can do with RedHen.
A quick run down of what you might want to check out in the distro:
- Ability to manage custom entity bundles for contacts and organizations.
CRM Case study and BoFs at the NTC Drupal Day, April 3rd
Quick heads up that the state of CRM integrations and native CRM solutions in Drupal will be a hot topic at this year's NTC Drupal Day, April 3rd. This full-day gathering of nonprofit IT decision-makers interested in Drupal is described in more detail at:
CiviCon 2012 in San Francisco - April 2nd 2012
The CiviCRM team invites you to CiviCon 2012
CiviCon – the annual conference for CiviCRM developers, implementers, administrators and users – is happening in the San Francisco Bay Area on April 2nd. Early bird registration is just $75 and ends less than a month away on January 30th, so reserve your spot now.
CiviCon is the annual CiviCRM event bringing together the people who develop, design, implement, administer, and use CiviCRM. We'll have great speakers, breakout sessions and panels highlighting real-world examples of nonprofits growing and sustaining relationships using CiviCRM. Find out about the future of the platform through discussions with the core team. You'll have ample opportunity to ask questions, meet other users and developers, make valuable connections, and get involved in the community.
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