The operun CRM webapp project.
Project description
Introduction
operun CRM is a simple Plone based Customer-Relationship-Management (CRM) system. It comes with basic Content-Types for Accounts, Contacts and Todos.
It contains the following:
Account
Contact
Todo
This system is inspired by Zurmo. Use this package if other web-based CRMs like SugarCRM or similar are oversized for your requirements.
Compatibility
Version 1.0.0 is tested with Plone 4.3.x. Version 1.0.0 is tested with Plone 5.0.x with a few exceptions:
You must define the plone.formwidget.contenttree package inside your buildout.
eggs =
...
plone.formwidget.contenttree
For Plone 5 it may be necessary to pin plone.formwidget.contenttree in your versions.
plone.formwidget.contenttree = 1.0.15
Installation
Add this line to the eggs section of your buildout.cfg.
eggs =
...
operun.crm
Dependency Installation
If you want to add operun.crm as a dependency to another product, use the default profile in your metadata.xml.
<metadata>
<version>1</version>
<dependencies>
...
<dependency>profile-operun.crm:default</dependency>
...
</dependencies>
</metadata>
Toubleshooting
Please report issues in the bugtracker at https://github.com/operun/operun.crm/issues.
Contributors
Jesse Stippel, jesse.stippel@operun.de
Stefan Antonelli, stefan.antonelli@operun.de
Stefan Arnold, stefan.arnold@operun.de
Changelog
2.3.0 (2019-02-04)
Version bumped to 2.3.0
Added:
Added new favicon for CRM. #74 [netroxen]
Note fields are now searchable using dexterityindexer. [netroxen]
Changed:
Account items are now sorted on title instead of date. [netroxen]
Batching does not limit results for Account items which are not published. [netroxen]
Bugfixes:
Fixed language code in translation files. [netroxen]
Plone toolbar icons for Content-Types now fixed. [netroxen]
2.2.1 (2018-04-16)
Version bumped to 2.2.1
Changed:
Bumped Plone to version 5.1.1. [netroxen]
2.2.0 (2018-04-16)
Version bumped to 2.2.0
Changed:
Bumped Plone to version 5.1.0. [netroxen]
Cleaned up the buildout configuration. [netroxen]
Added:
Added VCard support with an export option for contacts. #57 [netroxen]
Added page pagination to contacts and accounts views. #67 [netroxen]
2.1.0 (2017-05-04)
Version bumped to 2.1.0
Added:
Added LDAP integration. #49 [netroxen]
2.0.0 (2017-03-29)
Initial 2.0.0 release. [netroxen]
Project details
Release history Release notifications | RSS feed
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.