1. Introduction

GR8 CRM is a set of Grails Web Application Framework plugins that makes it easy to develop web applications with CRM functionality.

You can find more information about GR8 CRM on the main documentation site http://gr8crm.github.io.

1.1. Customer Relationship Management

Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. Wikipedia

The GR8 CRM "Ecosystem" currently contains over 40 Grails plugins. For a complete list of plugins see http://gr8crm.github.io.

Each GR8 CRM plugin defines a Bounded Context that focus on one specific domain, for example contact, project or document.

2. Contact Management User Interface Plugin

The crm-contact-ui plugin is a companion plugin to the crm-contact plugin. It provides a user interface for managing companies, people and relationships between them. You can use it as a simple address book or as the base of a complex customer relationship management system. The plugin is generic but flexible, it has proven support for many different use-cases.

2.1. Search Contacts

To query for contacts you visit crmContact/index which will show the query form.

The contact query form

You can enter query values in any field and then hit the Search button to search for contacts matching your query. If you don’t enter any query value all contacts will be included in the search result.

If the query result contains more than one contact, a contact list will be displayed. If the query result contains exactly one contact, then details for that contact will be displayed. I.e. it will skip the list view and go directly to the show view.

The contact list

You can click on any contact to show details for that contact.

2.2. Contact Details

The contact details page crmContact/show shows all the details for a selected contact. Here you will find contact name, address and telephone numbers.

Contact details

If the crm-tags plugin is installed you can see existing tags and add new tags to a contact.

2.3. Edit Contact Details

To edit contact details you hit the Edit button. This will display the edit page crmContact/edit. Here you can alter values and then hit Save to store the new values in the database.

Edit contact details

2.4. vCard as QRCode

A nice feature in the crmContact/show page is the possibility to show contact details in vCard/QRCode format. The View button has a sub menu called Show vCard. This option will open a modal frame that displays contact information in a QRCode image. This image can be scanned with a smartphone and imported to the telephone’s address book just by holding the telephone in front of the computer screen.

vCard as QRCode image

A simple but powerful address book integration!

iOS does not have built-in support for scanning QRCode images, but you can download scanner apps from App Store.

3. Changes

2.4.3

Events crmContact.created and crmContact.updated are now triggered when contacts are created/updated

2.4.2

Export feature is now compatible with Grails 2.4.5 (namespace fix)

2.4.1

Main navigation item 'crmContact.index' now have order = 10 to make it easier to position other items.

2.4.0

First version compatible with Grails 2.4.4.

2.0.0

First public release.

4. License

This plugin is licensed with Apache License version 2.0

5. Source Code

The source code for this plugin is available at https://github.com/technipelago/grails-crm-contact-ui

6. Contributing

Please report issues or suggestions.

Want to improve the plugin: Fork the repository and send a pull request.