CRM Case
This module helps teams track and manage interactions with contacts through revisionable cases. Cases are organized by type, managed by a workflow, and linked to CRM contacts, providing a dedicated tab on contact pages for easy access.
CRM Case is a module for the Drupal CRM suite. It helps teams track and manage sequences of interactions between staff and contacts using revisionable cases grouped by configurable case types, each driven by a workflow (states and transitions) and linked to CRM contacts as subject and owner. The project is experimental; APIs and behavior may change between releases.
Cases support workflow transition activity and events for custom logic, a Cases tab on contact pages, optional Search-based case indexing and a Cases search page when enabled, and optional comment configuration under config/optional/.
CRM Ecosystem
See other projects in the Drupal CRM ecosystem.
How to Contribute 🔧
The CRM project is seeking contributors with diverse sets of skills to help create the best Drupal-native CRM.
Drupal Slack
If you haven't already, join Drupal Slack then find us in the #crm channel where we collaborate on CRM issues.
Issue Queue
The best way to dive in is to find an issue in the issue queue that you can help with and get to it. Be bold and take action!
Dependencies
- Comment
- CRM - Contact Relationship Management
- Workflow
Develop CRM Case using DDEV âš™
If you haven't already, install DDEV.
git clone [email protected]:project/crm_case.git cd crm_case ddev config --project-type=drupal --docroot=web --php-version=8.4 --corepack-enable --project-name=crm-case ddev add-on get ddev/ddev-drupal-contrib ddev add-on get ddev/ddev-selenium-standalone-chrome ddev start ddev poser ddev symlink-project ddev drush site:install -y ddev drush pm:install crm_case -y ddev drush config:export -y ddev drush user:login