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.

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]