Preside Extension: CRM

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!

Here are all the versions for this package. Please note that you can leverage CommandBox package versioning to install any package you like. Please refer to our managing package version guide for more information.

Version Created Last Update Published By Stable Download
2.0.1 Mar 19 2019 05:39 AM Mar 19 2019 05:39 AM Jan Jannek (jjannek)
2.0.0 Mar 11 2019 05:09 AM Mar 11 2019 05:09 AM Jan Jannek (jjannek)
1.5.4 Feb 12 2018 04:01 AM Feb 12 2018 04:01 AM Jan Jannek (jjannek)
1.5.3 Jan 30 2018 07:09 AM Jan 30 2018 07:09 AM Jan Jannek (jjannek)
1.5.1 Dec 21 2017 06:41 AM Dec 21 2017 06:41 AM Jan Jannek (jjannek)
1.5.0 Dec 21 2017 05:33 AM Dec 21 2017 05:33 AM Jan Jannek (jjannek)
1.4.1 Nov 21 2017 06:22 AM Nov 21 2017 06:22 AM Jan Jannek (jjannek)
1.4.0 Nov 16 2017 05:56 AM Nov 16 2017 05:56 AM Jan Jannek (jjannek)
1.3.2 Sep 27 2017 01:50 AM Sep 27 2017 01:50 AM Jan Jannek (jjannek)
1.3.1 Sep 26 2017 10:43 AM Sep 26 2017 10:43 AM Jan Jannek (jjannek)
1.2.1 Jul 26 2017 05:02 AM Jul 26 2017 05:02 AM Jan Jannek (jjannek)
1.2.0 Jul 26 2017 03:00 AM Jul 26 2017 03:00 AM Jan Jannek (jjannek)
1.1.1 Jun 02 2017 08:17 AM Jun 02 2017 08:17 AM Jan Jannek (jjannek)
1.1.0 May 30 2017 01:49 PM May 30 2017 01:49 PM Jan Jannek (jjannek)
1.0.1 May 22 2017 10:54 AM May 22 2017 10:54 AM Jan Jannek (jjannek)

 

No collaborators yet.
  • May 22 2017 10:54 AM
  • Mar 19 2019 05:39 AM
  • 635
  • 1549
  • 2169