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CRM

This module adds the following resources:

  • Organization
  • Contact

This module comes with a lot of configurations. Make sure you edit these if needed.

Installation​

To install this module:​

This module depends on qore/notes and qore/addresses. Make sure you install, publish and migrate these modules as well.

composer require qore/crm
php artisan vendor:publish --tag=qore.crm.config
php artisan vendor:publish --tag=qore.crm.db
php artisan vendor:publish --tag=qore.crm.frontend

Usage​

Make sure to migrate.

To use this module:​

The resources will be registered by default, however you can extend every resource, model etc. by registering your own resource.

In the crm.php config file you can register your own custom seeders.

Add to menu​

To add the resources to your menu, go to GlobalsController and append:

if (module_is_active('qore/crm')) {
    // CRM
    $tab->addMenuGroup(__('CRM'), function (MenuGroup $group) {
        $group->setIcon('business');

        $group->addResourceMenuItem(resource('organizations'));
        $group->addResourceMenuItem(resource('contacts'));
    });
}

Upgrade Guide​

To upgrade this module:​

composer update qore/crm

If you need to upgrade migrations or Vue components:

php artisan vendor:publish --tag=qore.crm.db --force
php artisan vendor:publish --tag=qore.crm.frontend --force