Introduction to the Interface

Examples will assume a fresh installation of Drupal using the standard profile, Bartik theme, and CRM Core.

Users will immediately notice the "CRM Core" block that appears in the left block region of the Bartik theme.

This block is essential. It is a menu, and it is used in special ways by CRM Core for registering standard navigation options. Various tools and features in CRM Core will use this menu to register links to their pages. Feature developers can use this menu to register links. Administrators can modify the links presented here to include links to their interfaces.

Please note this menu; this handbook will come back to it at various points.

The CRM Core menu will contain two links by default:

• Contacts link to the main interface for managing contacts.
• Reports link to the main interface for distributing reports in CRM Core.

Disabling the CRM Core Contact UI module will also remove the link to contacts, and disabling the CRM Core Reports module will remove the link to reports. This menu will change automatically when the CRM Core Dashboard is enabled, which will be discussed elsewhere in this handbook.

Next up, the contact screen.