RedHen CRM

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.

ahillio's picture

building donations for integrated reporting

Is there a best way of developing a donations feature to allow for donor database style reporting?

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majortom's picture

Migrating from CiviCRM

As a long time user of CiviCRM who has been interested in migrating to a native Drupal solution, I have a few questions about RedHen.

In http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-2
there is a list of features that were being explored. Is there a roadmap that might indicate when some of these features should available? Also, what about some features like contact change logging? Recurring events? Self-service modification of event registrations (with some limits as to what and when changes can be made)? Is there a plan/timetable for a D8 version?

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majortom's picture

Gathering contact data when a new Drupal user record is created.

One thing that is quite easy with CiviCRM is enabling a CiviCRM "profile" (group of custom and standard fields) for use with new Drupal user account creation. Is there a way to do this with RedHen that does not require that we write custom code?

We are interested in migrating from CiviCRM and that is one of our requirements.

Thanks in advance.

ahillio's picture

contacts without email address - (children as contacts)

Hi! Wondering how (or if it's possible) to handle children without email addresses as contacts. For the site we're developing we need parents to be able to register their children for programs and events. We were planning on using CiviCRM but Redhen looks like a much more graceful solution if it can do what we need.

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seanberto's picture

RedHen CRM sprint at DrupalCon today!

Start: 
2013-05-24 09:00 - 13:00 America/Los_Angeles
Organizers: 

Sticking around DrupalCon PDX today? Join us for at RedHen CRM sprint! We'll be working on a lot of new functionality, as well as Migrate 2.x classes.

seanberto's picture

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.

seanberto's picture

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.

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webpotato's picture

Importing Contacts

Might one be able to use the Feeds module to import contact information into RedHen? Is there another way?

rockaholiciam's picture

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.

cosmicdreams's picture

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.

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rlp10's picture

Legal Services CRM

I'm evaluating Redhen CRM for the provision of legal services and have a few questions:

  1. 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?
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somatics's picture

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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kristofferwiklund's picture

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.

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torotil's picture

Activities 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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moreonion's picture

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.

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seanberto's picture

Capital 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

http://twitter.com/sean_larkin

seanberto's picture

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:

http://modulesunraveled.com/podcast

seanberto's picture

Does CRM (the technology) need to be defined?

We no longer bother to explain the acronyms TV, DVD, RAM, and more...

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seanberto's picture

RedHen 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.

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