Preside Extension: Basic CRM functionality

This is an extension for Preside that adds basic CRM functionality. It adds objects to manage organisations and persons along with various lookup types, statuses, etc. As of version 2.0.0 of this extension, Preside 10.10 is required because it makes use of the new data manager features that have been introduced recently.

Installation

From the root of your application, type the following command:

box install preside-ext-crm

Upgrade / Permissions

There are two predefined roles, personmanagerand organisationmanager which will allow users to manage all CRM data.

If you upgrade from an earlier version please make sure that your user roles include the new crm.person.* and crm.organisation.* permissions instead of the now retired personmanager.* and organisationmanager.* permissions.

Contribution

We are happy to receive pull requests. Any feedback is appreciated as well. See you on Slack!