collective.civicrm

Plone integration with CiviCRM.

Plone integration with CiviCRM

Life, the Universe, and Everything

CiviCRM

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.

collective.civicrm is a package aimed to provide basic integration between Plone and CiviCRM.

Don't Panic

Installation

To enable this package in a buildout-based installation:

  1. Edit your buildout.cfg and add add the following to it:

    [buildout]
    ...
    eggs =
        collective.civicrm
    

After updating the configuration you need to run ''bin/buildout'', which will take care of updating your system.

Go to the 'Site Setup' page in a Plone site and click on the 'Add-ons' link.

Check the box next to collective.civicrm and click the 'Activate' button.

Note

You may have to empty your browser cache and save your resource registries in order to see the effects of the product installation.

Before you begin

To use the CiviCRM integration you need the following information:

  • REST interface URL
  • Site key
  • Every user that will interact with CiviCRM needs an API key

See CiviCRM REST interface documentation for more information on this.

Usage

After installing CiviCRM integration, go to the control panel configlet and set up the REST interface URL and site key.

https://raw.github.com/collective/collective.civicrm/master/configlet.png

Set up the API key for all users that will use the CiviCRM integration.

https://raw.github.com/collective/collective.civicrm/master/user.png

Go to the @@civicrm-find-contacts view at the site root and start making searches. You can search for contacts by name or email, and you can filter the results by contact type, group and tag.

https://raw.github.com/collective/collective.civicrm/master/search.png

You can select any contact from the results to see his details. After a few seconds you will also see the relationships of the contact.

https://raw.github.com/collective/collective.civicrm/master/contact.png

You can also select any contact from the relationships list for more details.

https://raw.github.com/collective/collective.civicrm/master/relations.png

Share and Enjoy

collective.civicrm would not have been possible without the contribution of the following people:

You can find an updated list of package contributors on GitHub.

Development sponsored by Clean Clothes Campaign.

Changelog

There's a frood who really knows where his towel is.

1.0a1 (2014-10-02)

  • Initial release.

Author name: Simples Consultoria

Author email: produtos@simplesconsultoria.com.br