By MC1171611 on

I am trying to determine a good way to create a site where I can host an extensive address book, and many different users can both use that list and add/edit it, while making both public and private notes concerning contact dates, schedules, and whatnot. I'm basically trying to create a crowd-sourced CRM for a specific group of people.

Here's what I want to do:

  • Create an Extensive contact directory
  • Allow contacts to be sorted and searched by both name and location
  • Allow certain groups of users to edit contacts
  • Allow users to make public comments on contact listings
  • Allow users to make private contact records, notes, and appointments with contacts

I'm sure this would be best handled with a custom site, but I don't have the thousands of dollars that would require. Would anyone have a suggestion as to how this could be implemented?

Thanks.

Comments

drummondf’s picture

drummondf commented

You will want to use Drupal's core Content Types to create a content type to handle your address book of contacts, and use the Views module to develop a display of those contacts. From there you can extend further.

If you are seeking a firm to help you build this please feel free to contact me at drupal@seriouslyweb.com and I would be happy to see waht could be done within your budget.

Cheers!

Ask me about marketing

gkom’s picture

gkom commented

Generally, you'll need:

  • A custom Content Type for your contacts with all necessary fields.
  • Enable public comments for your Content Type.
  • Create roles for your users so that you can set edit/view permissions.
  • Use a module such as Field Permissions to limit permissions for individual fields.
  • Create a View to list and search/filter contacts.

Now to the more complicated stuff. You said " Allow users to make private contact records, notes, and appointments with contacts".
How this will be implemented depends on which users will adding these records and how/where these records will be displayed - amongst other things. For example, Appointments and Notes could be done with separate content-types using Entity Reference to connect them with the Contacts.

If you're not familiar with Drupal these general instructions will only get you so far. If you have a budget it'll definitely be quicker and less stressful to hire somebody.

Good luck