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.
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.
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.
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.
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.
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.
Fix for invalid handling of parent/parent.id when adding contact on existing org It is now possible to select a relation type when creating a new contact It is now possible to query on relation type. Tags are now displayed in the contact list
Events crmContact.created and crmContact.updated are now triggered when contacts are created/updated
Export feature is now compatible with Grails 2.4.5 (namespace fix)
Main navigation item 'crmContact.index' now have order = 10 to make it easier to position other items.
First version compatible with Grails 2.4.4.
First public release.
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