CRM Core offers a number of tools for administrators to control the way it will operate in your Drupal site. The tools for doing this should be familiar to anyone with basic knowledge of how to build and configure a Drupal website.
As of release 0.9, administrative options for CRM Core break down into the following categories. Additional administrative options will become available in subsequent releases of the module.
CRM Core is designed to work as part of a Drupal website. The UI requirements for working with contacts can be very different than the front end or the administrative section of the overall website. CRM Core provides some tools for controlling the UI and the way contact data is handled in relation to user accounts.
Configuring Contacts, Activities and Relationships
CRM Core is designed to provide a flexible framework for storing information about people. Contacts, activities and relationships are all fieldable entities that can be modified to handle specific business requirements.
Configuring User Synchronization
CRM Core is designed to link contact records to specific user accounts through the relations module. CRM Core provides tools that allow administrators to control the conditions under which linked contact records are established, and provides a UI for managing links between contacts and users.
Configuring CRM Core Match and Matching Engines
CRM Core provides support for identifying duplicate contacts through CRM Core Match. It is designed to allow administrators to control the logical rules through which the system decides whether or not a contact already exists, and pass back information to control how records are handled.
Configuring Primary Contact Fields
Primary contact fields are used by features and other modules to identify where information about phone numbers, addresses, and email addresses are kept in contact records. Primary contact fields are used by other modules working with CRM Core to reliably return the correct field for reaching out to contacts in your system.