crm

The RedHen Membership module provides
User Interface: path
Configuration: path

RedHen is designed to be extended, and some significant extension modules already exist. You can learn more about these pages in the sections below.

RedHen knows a lot of nifty tricks, some of which are described in the regular documentation pages, and some of which don't quite fit anywhere. This page will give you a good idea of things that RedHen does that you might not necessarily expect from a CRM, even if you might find it useful.

• Connect Drupal Users to CRM Contacts

  This is described all over the documentation, but it's a handy trick to know about! Read more here and here.

• Dynamic filtration on Contacts and Organizations

  As you add fields to Contact and Organization Record Types, RedHen intelligently makes those fields available as filters in the CRM's User Interface.

• Salesforce Integration

  RedHen was built by the same team that lead the 7.x-3.x rewrite of the Drupal Salesforce Integration module, and integration between the two modules has been carefully refined.

The RedHen Organic Groups module provides
User Interface: path
Configuration: path

The RedHen Relation module provides the RedHen Relation Entity for connecting Contacts to Organizations or to other Contacts.
User Interface: admin/content/relation | redhen/contact/%/connections | redhen/org/%/connections
Configuration: admin/structure/relation

Record Types
A RedHen Relation provides a fieldable connection between two Records of particular types. This connection can be bi-directional or not. Bi-directionality and the types of Entities that are able to be connected are determined by the Relation Record Type, along with the fields for that connection.

RedHen comes with two built-in Relation Record Types: one is a bi-directional Relation between RedHen Contacts ("Personal Connection"); the other is a one-way connection between Contacts and Organizations ("Organizational Affiliation"). Both have a Status check-box field to denote whether a connection is currently active, and the Organizational Affiliation has a selection list for Organizational Role. These two Relation Record Types serve as examples of the functionality of RedHen Relations, and with the addition of a few fields will be sufficient for most basic CRM needs.

The RedHen Activity module uses the Message module to provide a log of activity in your RedHen instance.
User Interface (view only): redhen/activity redhen/%/%/activity
Configuration: admin/people/permissions#module-redhen_activity

Enabling the Activity module provides a log of actions taken in RedHen by all Users, including creation and editing of all manner of RedHen Records. This activity is displayed on an Activity tab for Organizations and Contacts, listing only Activity related to that Record, or on a central page displaying all RedHen Activity. The interface offers additional filtering options to help you find what you are looking for.

Like RedHen Registration, RedHen Activity requires minimal configuration because it is purely informational. However, access is controlled by a permissions setting.