In episode 548 we welcome back JD Leonard to discuss what CRMs are, what problems they solve, and which organizations benefit from them. JD explains why Drupal CRM defines CRM as "Contact Relationship Management," outlines core expectations like contact and relationship tracking and integrations, and describes Drupal CRM's Drupal-native architecture using dedicated, fieldable entity types for contacts, relationships, and contact methods. The panel compares Drupal CRM to older Drupal CRM efforts and user-based approaches, covers security considerations for PII and plans for field encryption, and highlights ecosystem projects such as CRM Email, CRM Membership (including Drupal Commerce integration), and event registration needs.
For show notes visit:
https://www.talkingDrupal.com/548
Try the latest - https://drupal.org/project/crm
Field encrypt - https://www.drupal.org/project/crm/issues/3558040
Primary entity reference - https://www.drupal.org/project/primary_entity_reference
Member Platform initiative - https://www.drupal.org/project/member
Financial sponsor of Steve Ayers' time working on Drupal CRM - https://www.govwebworks.com https://www.portlandwebworks.com
CRM ecosystem modules - https://www.drupal.org/project/crm/ecosystem
Drupal Slack #crm channel: - https://drupal.slack.com/archives/C08N90UF9TR
JD Leonard - modernbizconsulting.com jdleonard
Nic Laflin - nLighteneddevelopment.com nicxvan
John Picozzi - epam.com johnpicozzi
Martin Anderson-Clutz - mandclu.com mandclu
with Martin Anderson-Clutz
Social Media Links Block and Field
The modules provides a configurable block that display links (icons) to your profiles on various popular networking sites.
With this module, a website can be quickly extended with a "Follow us" functionality. Or you make the block available for your site editors, and they can configure the social networks themselves.
