Trellon blogs

New CRM Core Releases, and What to Expect

mhaggerty — Wed, 08 May 2013 21:30:06 +0000

Today, Trellon released new versions of CRM Core and CRM Core Profile. Both of these modules include new features that are important for anyone looking to build modules that use CRM Core as a backend for storing contact information.

These releases are part of our Garden Party roadmap, as part of the 'Live Music' stage. They are for site builders and developers looking to build modules and features that expand upon CRM Core's basic capabilities. With them, you have some more powerful tools for working with contact records stored in your Drupal site, and they include some usability enhancements based on feedback we received as part of the 0.91 release of CRM Core.

I wanted to share a little about what you will find, and why it is important.

Drupal Do-Gooders Event to Benefit Aaron Winborn, May 20, Portland

mhaggerty — Thu, 02 May 2013 20:21:54 +0000

For those of you attending Drupalcon this month - you have good taste! Show exactly how good it is by joining us for a special event to benefit the trust of Aaron Winborn, a long time Drupal contributor who has been fighting ALS for some time now.

Drupal and Feature Portability

mhaggerty — Thu, 28 Mar 2013 12:26:05 +0000

How do you build a feature that is going to work on any Drupal website? The question is more complex than it seems, and there is an important discussion going on around it in the Drupal community. It's playing out in a number of different areas where smaller groups of developers seek to leverage features as a tool for sharing functionality, and this issue is going to have an impact on the way people think about building websites over time.

CRM Core Documentation is Live

mhaggerty — Sat, 23 Mar 2013 16:12:06 +0000

The documentation for CRM Core has been updated on Drupal.org. Now that the module has achieved a stable version, we have updated most of the information available about how to use it.

Go check it out.

CRM Core: First Stable Release is Live

mhaggerty — Fri, 22 Mar 2013 15:59:21 +0000

Today marks the first official, stable release for CRM Core.

Many thanks to all the people who helped test and shared ideas to bring together a stable release, this would not have been possible without all the support and feedback from the community.

Sprint Number Three - CRM Core Demo

msaunders — Mon, 19 Nov 2012 22:54:35 +0000

Last week was the third weekly sprint for the CRM Core Demo.

What did we accomplish in this past week?

The repository was moved from trellon to github to facilitate community involvement.
We created petition list for the online petition feature.
Contact petitions /crm/contact/%/activity/petitions which shows the Contact petitions.
We created a new field which will store Tags and started Petitions Primer view.
A project lead reviewed the online petition feature and news feature.

CRM Core - the First Sprints!

msaunders — Fri, 16 Nov 2012 17:49:01 +0000

Trellon ran its first two CRM Core sprints and we accomplished a lot. We really want CRM Core to be a project shared and owned by a community of people with aligned goals for a CRM framework. By hanging in the IRC channel #drupal-crmcore, we'll be able to share best practices and pitfalls to avoid.

Virtual CRM Core Code Sprints

msaunders — Thu, 15 Nov 2012 15:45:34 +0000

What is CRM Core?

CRM Core is a set of modules for managing contact records within a Drupal site, providing support for contacts, relationships and activities. It provides basic CRM system components and a framework for extending these components to build a custom system that will allow an organization to effectively meet their needs with respect to contact, relationship, and activity tracking.

What Does it do?

Building an Online Petition feature in Drupal using CRM Core

cxiao — Wed, 07 Nov 2012 15:05:34 +0000

Introduction

Building a feature using CRM Core profile is easy. In this demo we will demonstrate the step-by-step instruction on how to do it. Please note this is a follow up and more in-depth guide to http://www.trellon.com/content/blog/building-crm-core-feature.

What are we building

In this demo we will be building an “online petition” feature that allows a website to:

Create an online petition for a particular cause.
Collect information from petition signers such as name, email, city and state.
Run a report to see how many people have signed the petition and optionally export the data to a spreadsheet.
Display a counter to show how many people have signed a specific petition.

Matthew Saunders in Denver on Project Management

msaunders — Wed, 17 Oct 2012 16:46:32 +0000

I'll be headed out the the Denver Meetup on October 23rd to present on Project Management. The meetup regularly attracts 50 or more people - if you are interested in attending, it is helpful to sign up so the meetup's hosts know how much pizza and cold refreshments need to be provided.